Bliss Racing Team wrote: Quicken 2006 R4 On XP SP2.
I have an online transfer problem I cannot figure out. I have 4 scheduled monthly online bank transfers Is that even at all possible? My understanding (indeed my enhancement request years ago) was to implement the ability to schedule online transfers. Quicken, up to 2005, has not had the ability to do this. My workaround was to schedule payments via online checks (note checks not online transfers) to pay to the banks deposit address. Still many banks screw that up and it's practically impossible to pay my overdraft that way since the checking account and it's associated overdraft account share account numbers. In fact, the stupid bank would take a check drawn on account #123 and make it a deposit into account #123!
that distribute monies from the primary account to 4 other accounts. I select the "Online Transfer" option in the number dropbox when I activate the transaction and it shows OXFR. Exactly where is this Online Transfer option in which drop [down] box of what "schedule a transaction" screen, I'm curious? Because in Quicken 2005 there is the Create a Schedule Transaction dialog box that has a Transaction method but the only options under there are Payment, Online Payment from Quicken, Printed Check, Deposit and Transfer and Transfer does not indicate at all that it is online (and if fact it isn't - it's just the plain old TXFR style of transfer).
Even though the box shows OXFR and after pressing "Record Payment", in the primary account it reverts back to TXFR and will not send the transaction when updating online. Right, TXFRs are not online transfer and thus will not transmit when you go online. OXFRs are online transfers but you can't schedule those (but you can workaround it in a klunky way as described above).
I have to manually set them back to OXFR to get them to send. When this first was setup, 3 of the 4 were doing this while one was working. I'd be surprised if any really worked.
I thought I would delete all scheduled events and start over. I managed to get them all consistent, now all of them don't work. Go figure. Before I deleted them, I screen captured the settings of the one that worked -vs- the ones that didn't looking for some sort of subtle differences, but there were none.
Gonna keep that screen capture secret? -- You can't fall off the floor.