"Locking" account from accepting/changing entries?

Is there a way to restrict an account from accepting changes or
additions to transactions yet allow the account to be fully vieweable
for searches, reports, etc.?
I have often accidentally either changed an existing entry (or more
likely ADDED an entry without realizing I am in a different account,
often after using a SEARCH to locate the name of a vendor I charged
something to a while back).
-------------------------------------------------------------
Regards -
- Andrew
Reply to
Andrew
"Andrew" wrote
Is there a way to restrict an account from accepting changes or additions to transactions yet allow the account to be fully vieweable for searches, reports, etc.?
I have often accidentally either changed an existing entry (or more likely ADDED an entry without realizing I am in a different account, often after using a SEARCH to locate the name of a vendor I charged something to a while back). -------------------------------------------------------------
File > Set password to modify transactions
Reply to
John Pollard
Thanks John, but is this for a specific account, or a Quicken-wide setting? I tried this and I expected to see an account drop down list, but I didn't so I backed out.
Also, there is a DATE dialog as well; I want to lock the ENTIRE account in question, not just a particular set of dates.
Perhaps I can't do what I wish on a account basis?
Reply to
Andrew
Thanks John, but is this for a specific account, or a Quicken-wide setting? I tried this and I expected to see an account drop down list, but I didn't so I backed out.
Also, there is a DATE dialog as well; I want to lock the ENTIRE account in question, not just a particular set of dates.
Perhaps I can't do what I wish on a account basis? ----------------------------------------------------------------
Correct: it's all accounts or no accounts.
The date range is all dates earlier than the date you specify. If you specify a date well into the future, you will, for all intents and purposes, be protecting all transactions.
Reply to
John Pollard
Bummer! OK John, thanks for the reply and confirming what I feared was the case. I'll just have to be diligent especially when I do searches to add subsequent transactions to what might be the wrong account.
Reply to
Andrew
"Andrew"
Bummer! OK John, thanks for the reply and confirming what I feared was the case. I'll just have to be diligent especially when I do searches to add subsequent transactions to what might be the wrong account. ---------------------------------------------------------------------------------------
If you do a global search, you can sort the Search Results by account (or any of the Search Results columns). And you can select multiple search results as you would select multiple files in Windows Explorer.
If you are just interested in one account, you can use the account Find box. Using that approach, a successful find will display only the transactions satisfying the Find in that account register.
Reply to
John Pollard

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