Problems with scheduled transactions

I am using Quicken 2006 Deluxe (and have lots of problems ever since "upgrading" but unfortunately cannot go back to the previous version). One change is that Reconcile is now much more difficult because I can no longer keep all EFT in one location. They are now intermingled with checks. Since my bank statement uses the other method, I find myself tediously searching for a transaction. If anyone knows a way around this, I would really appreciate the information.

Here's the big problem that showed up this month. I have a number of scheduled transactions. Suddenly (that is, after many months of using the same transactions and without ever opening the list), one of my transactions was dropped from the list, and another changed from "Payment" to "Deposit." Moreover, the edit function is grayed-out. In fact, all function are grayed-out except "create new." I can use the arrows to check previous months, and the transactions were correct last month but have been changed for this month. How can I make a correction?

I am not even sure that I am on the right page because I did most of the work in a previous version of Quicken. The page I am looking at is "scheduled transaction list." I have not been able to find the familiar page where I could easily edit transactions. This page shows two tabs at the top (monthly bills & deposits and all types).

As you can see, I really need some help!

Thanks, MaryL

Reply to
MaryL
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"MaryL" wrote in message news:9bDig.19615$8q.18056@dukeread08...

Sort the reconcile transactions by check number.

View > Sort by Check Number

If you have clicked the "Monthly Bills and Deposits" tab and selected a scheduled transaction that has already been "Paid" (it has a check mark in the "Paid" column), you can't edit it ... because it has already been posted to your register.

Click on the "All Types" tab, select the transaction you want to edit, and you should be good to go.

Reply to
John Pollard

Thanks! That's exactly what I needed. Oddly, I had previously looked for View but couldn't find it. After I saw your message, I checked again -- it was on the right-hand side (clearly visible!), and I was "hung up" on looking for information on the left-hand side.

No, I did not do that. It simply is not available -- it was dropped from the transaction list even though I had not opened that list. All other transactions were still listed. So, I'm still puzzled about this one.

I just did that, following your instructions. Oddly, the original transaction then appeared -- and I had two identical items. I have deleted one of them, but my two problems (that is, the missing transaction and the transaction that changed from payment to deposit) seem to be related. Hopefully, this was a one-time "glitch."

Thanks very much for the help! I really do appreciate it.

Reply to
MaryL

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