QP2009 Hidden Accounts Weirdness, Etc.

I just found my archived info on access the "Tax Implication..." account. Thx ... and sorry for responding to my own post!

/m

Margaret wrote:

Assuming you're talking about Q2009 Margaret?

Nope - when I mark them as hidden, they do NOT show up in the CATEGORY box while scrolling thru them unless I click 'SHOW HIDDEN ACCOUNTS' there.

BUT - I do have a problem I've had since at least Q2008 concerning the categories. Most of the time when I am trying to select a category to assign a transaction to via the drop down entries (PERSONAL INCOME, PERSONAL EXPENSES, etc.), when I click on one, it does NOT go into the field properly. Either the old one (if one existed, and I wish to change it) stays, or if blank to start with it never seems to populate that field. I've tried clicking on different parts of the drop down line (name or type) but that doesn't seem to help.

This happens to me more in a Quicken file set where I maintain a LOT of categories for a club that I am the treasurer of with many levels of categorization: eg: say for an expense such as BASEBALL TEAM COUGARS:BATS:WOODEN:MCNAMARA:2008 PINE for example. Ever see this (or anyone else?)

Can't comment on this one.

Yes, Andrew, I put QP2009 in the subject line, prob should have put it right in the msg, sorry. Anyway, try opening any account that you regularly use and enter a "Transfer" transaction. That's the most annoying place I see the list of every single account, hidden or not. The first list of accounts (before I scroll), shows *2* open accounts and *5* close/hidden accounts. BTW, I have these closed/hidden accounts set to "Hide this account in Quicken (list, menus, reports).

I've now been able to duplicate this problem on both WinxP and Vista as mentioned in my original post.

Sorry, but I'm not seeing your category problem. Or at least, not yet.... ;-)

Thanks and Regards,

Margaret

Were all the hidden accounts hidden prior to your conversion to Q2009?

What happens if you unhide one of those accounts, then hide it again? What happens if you hide an account that has never been hidden before? (You could also experiment with closing the account list in between changes, or even exiting Quicken in between changes).

No problem!

Oooh!!! The light dawns. You're seeing them in the transfer accounts down when you get to select the FROM and TO accounts in a TRANSFER transaction invoked by the TRANSFER action in the action list (DELETE, FIND, TRANSFER, RECONCILE, etc.) , not in the CATEGORIES list when simply moving money around via a regular register entry with some payee. I misunderstood where you were selecting these accounts from.

OK - I got that same 'problem' too. Q2009 does offer me the choice of accounts that are supposedly 'hidden'. But I don't use the TRANSFER all that often, that didn't occur to me what you were saying originally.

When I am selecting accounts as in the CATEGORY field in the transactions, hiddens are indeed hidden. But that's a different context.

What did Q2008 do? Do you remember?

John Pollard - can you understand my (clumsy) wording here and see if there's a difference in 09 vs. earlier versions? Margaret has a point here.

I confess, I have never looked at that method of entering a transfer before ... didn't even notice it existed.

However, when I select "Transfer" in the account register menu, I do not see any account that is hidden, when I do not have the "Show hidden accounts" option selected in the Account List.

That is: it seems to me that Q2009 is consistent in its treatment of accounts that were hidden using Q2009: they don't show up in drop downs that I see. I don't have a simple way to test how Q2009 would treat accounts that were hidden in previous versions of Quicken and converted to Q2009, so I'll leave that to others.

Unfortunately I've tried all that, and the same phenomenon occurs. I must admit I no longer have a machine with QP2008 on it, as my Vista laptop (which I first upgraded to 2009) needs some repair, and I haven't had time to get to it. As a result, I upgraded my desktop (which had been running 2008) to 2009 to get me by till I have the time to repair/reinstall it. I do have yet another machine with QP2007 remaining on it from when I briefly took over managing my dad's finances when he was ill. I'll have to check on this and post back.

Thx and Regards,

Margaret

Yes, this is how QP2009 is working for me. Last night I was creating a tentative budget for 2009 and see that in the "Choose Categories" section, all the TRANSFER TO/FROM (closed/hidden) accounts in the list show up but can be de/selected.

Yes, this is how QP2009 works for me too.

Unfortunately I don't remember and don't have easy access to QP2008 right now (see earlier response to John Pollard). I will have to investigate. One thing I do know is that I did some major money management a few months ago, so I ended up creating new accounts and closing older accounts. Thus I suppose it's entirely possible that QP2008 behaved this same way and I just didn't notice, because I didn't have *that* many closed accounts. Still my point remains, why would I want to transfer $$ to or from a closed account? If I had some reason to do that, I'd unhide the account so I could see both sides of the transaction.

I'll do some more investigating as soon as I get a test machine running QP2008, but it's likely to take me a couple weeks. I'll post back when I have more info.

But thank you much for confirming that you're seeing this same behavior. Am I the only one who finds it annoying and illogical that closed/hidden accounts would be visible in Quicken under certain circumstances such as account transfers?

Anyway, thx and regards,

Margaret

I just created a new account in QP2009, made a transfer from an open/active account to the newly created account and then hid this account. I closed and reopened Quicken to find that in the Transfer drop-down list, the closed/hidden account (which I created and hid using QP2009) still shows along with all my other closed/hidden Quicken accounts. :-(

Regards,

Margaret

I just noticed something that might be involved.

If you have "Show hidden accounts" unchecked, and you hide an account ... Quicken will put a check mark in "Show hidden accounts". It happens right after the account you just hid disappears from the Account List.

Having "Show hidden accounts" checked will allow those accounts to appear as transfer accounts in the Transfer "To Accounts" list ... though not in the Category field drop down list.

Oh thank you, John, problem fixed! I don't know why I didn't notice that checkbox way down in the left bottom corner of the Account List. Never having noticed this problem in all the years I've been using Quicken, I wonder if it's something unique to Q2009? Anyway, many thanks!!

Regards,

Margaret

I don't see that box in Q08H&B. Instead the Q08 Account List has two tabs at the top: View Accounts and Manage Accounts. The latter tab lists all accounts, the former only non-hidden accounts. The Q09 design change sounds like an improvement (and a gotcha!).

Jerry

Just to clarify for those reading along: if you click "Options" on the Q2008 View Accounts tab, you get the choice to "View hidden accounts", the Q2008 equivalent to the Q2009 "Show hidden accounts".

I think that was also there in Q2008 - I also assumed (obviously incorrect since I too notice the problem was 'fixed' that that particular box only applied to the accounts listing when you're viewing it and had nothing to do with drop down lists outside of that account list.

But, John, when you observe "Having "Show hidden accounts" checked will allow those accounts to appear as transfer accounts in the Transfer "To Accounts" list ... though not in the Category field drop down list." doesn't that still sound like Q is performing inconsistently? Either the account should be hidden or it shouldn't be! Or am I all wet here and missing some salient point?

And how do you and Margaret have the time during the day to post (919 AM,

1012 AM, 357 PM),...? Geez - I got to work for a living! I thought only R.C was retired (and maybe Hank).

Yes, I think Quicken is performing inconsistently, and I think Q2009 has an outright bug.

Unless Intuit can provide a logical reason (in Help, for instance) why they want certain lists to show hidden items (and remember, "hidden items" must usually be hidden using two options), and other lists not to show hidden items: I believe Quicken should otherwise act completely consistently.

Under no conditions, that I can think of, should Quicken reset the option to "Show hidden accounts" (or any other item that can be hidden.

I am semi-retired. And even when I work; I set my own hours.

Cool! Wish I could say that!

Margaret - so who's going to submit the bug report to Intuit?

I already submitted a bug report, but it simply mentioned the problem, not the solution. Perhaps I should resubmit with more info so Intuit has a better chance of fixing it. ... Though John's summary is right on, I'd hate to plagiarize. :-)

Regards,

Margaret

There are no copyrights on my stuff; be my guest. :)

Qneela had written this in response to

: All,

I can confirm that I have this same transfer account weirdness with 2009, it existed exactly the same in 2008, and if memory serves as far back as

2006. A long time ago I had contacted Quicken to report the issue and they told me (after a validate and super-validate failed to fix the problem) that I had to archive my old transactions. I did and it fixed nothing. Then they told me I had to export all of my transactions to a QIF file and then import them all to a new file (a nightmare to perform!). I did and it fixed nothing.

Given that this thread is from late in 2008 I am wondering if you were able to find a solution to this maddening problem?

Thanx to your dialog, I have been able to confirm that using the Category list to perform the transfer works as expected... only un-hidden accounts are presented. That is new and I do not recall it working that way in

2008. But using the Transfer dialog box still shows EVERY account I have created since the beginning of time - which is a huge list to wade through. I use the dialog more often than the Category list and it is baffling why I see all of these accounts.

Your input is appreciated.

D

------------------------------------- John Pollard wrote:

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