Quicken 2008: Home Screen

Aug 27, 2007 22 Replies

Yes, red circle w/ fat white checkmark. Intuit has an online app called "It's Deductible" that lets you keep track of cash & non-cash donations for tax purposes. It uses the red circle w/ fat white checkmark as its icon. Can you tell me what this new feature is called so I can look it up in Help? Does it even have a name?

Yes, I now see that all transactions that are tax-related (and have this icon) display a little "tool tip" or such when I hover over it with the mouse, telling me what the tax line item it is. Strangely enough, all the transactions that shouldn't have it and do are transfers from one Quicken account to another, and none of the accounts are tax-deferred, etc. Just plain old, cash and bank accounts.

(My first guess would be that corruption

Yes, normally before a Quicken upgrade, I backup my Q dataset and validate the file before conversion. This time I forgot. So I went back toQP2007 and validated the dataset, only to have it display a couple errors in my 403b account and create a phantom ACCT_nnnnn again. When I copied the files then validated, there were no errors, and the data converted fine w/o creating a phantom account. So I've converted this dataset to Q2008 format and am now using that.

It's been a l-o-n-g time since I've had any validation errors, but I could have sworn the validation process used to create text file of errors in a folder named VALIDATE. Now it just places a copy of the file(s) w/o a text file in that folder.

Since all of the transactions w/ the checkmark (where it shouldn't be) are all transfers, there's no category to check. But I did look at the category list. The only accounts that have checkmarks are my 403b, Roth IRA and checking accounts. So of course, the "transfer" transactions that have this checkmark all seem to involve a transfer to these three accounts. Now I can see why the 403b and Roth IRA accounts are tax related. But my checking out isn't (doesn't even pay interest), and when I edit my checking account's properties, there's nothing marked at all (re taxes). Interesting, eh? I guess time will tell. After all, this data set has been in use since the early 1990, even though my current file set only has three or four years of data in it.

Thanks for your input John.

Regards,

Margaret

I "edited" my checking account a couple times, (though made no changes except to look at the tax-related settings) then clicked OK. Interestingly enough, my checking account is no longer showing that red circle w/ fat white checkmark, and only tax-related transactions are marked w/ this icon. Yippee! :-)

Thanks and Regards,

Margaret

Margaret wrote:

Just to try to eliminate the corruption possibilty: what happens if you edit the account name for one of those accounts that should not be treated as having a tax impact. Suppose you edit the account name by placing your cursor in the account name field, then holding down the space bar until it reaches the end of the field, then re-keying the same account name into the field. (For those who might not know: the purpose is to insure there are no undisplayable characters in the account name field.)

You still might do the same thing with the Tax Line Item field in the Category List, to make sure there are no undisplayable characters in the Tax Line Item field.

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