Reconcile Make Credit Card Payment Reminder Screen

For one of my credit cards, I must at some point have clicked the little box that says "Don't show me this screen again" in the screen that pops up after reconciling a credit card statement. This screen is where you can enter a payment for the account.

Does anyone know how to get this screen back? (undo my checking of the box to not see it again). I'm using Quicken 2006 Premier

Thanks!!

Craig

Reply to
Craig
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It can't be done.

You can create a new Quicken account and cut/paste your transactions into the new account.

Reply to
John Pollard

Thank you for the info John. Well that really stinks. This is an account I have data in since 1994, so the cut/paste would be pretty hard to do. Unfortunately, too, I don't remember when I did this, so I can't even restore a backup. It would be nice if there becomes an option in future Quicken versions to undo that operation.

As an alternative, it would have been REALLY easy to do this if they hadn't disabled QIF import for credit cards!! I could then export and import right back into a new acocunt, but Noooo. I hope 2007 has some means of importing/exporting register transactions.

Craig

Reply to
Craig

"Craig" wrote

Goodness, you are significantly over rating the problem.

You can select all the transactions in your old account just as you would select a group of files in Windows Explorer.

Then go to

Edit > Transaction > Cut

Open the new account.

Edit > Transaction > Paste

That's it.

(If your old transactions are "Reconciled", you may want to do a "copy" from the old account, then paste in the new, then delete the old account ... this avoids having to get Quicken's approval to remove each reconciled transaction.)

Much easier than qif file export/import.

And qif file export/import is also still available ... just a mite more work than it was before.

Reply to
John Pollard

Thanks, will try that. I forgot you could cut and paste multiple transactions at once.

Reply to
Craig

I returned Quicken 2005 and bought a copy of Quicken 2004 last year because Quicken 2005 would not let me import a QIf file into my credit card account and bank accounts. I thought I would have to switch to another financial software package when Quicken 2004 was cutoff by Intuit.

Are QIF i imports now supported in 2006? If so, how do you import a QIF file into a credit card / bank account?

Stu

P.S. Please no comments about switching financial institutions. The credit card account is forty years old and the bank accounts are 34 years old

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"John Pollard" wrote:

Reply to
Stewart Berman

"Stewart Berman" wrote

I have posted this link here before.

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Only to say that Quicken is much more important to me than *any* financial institution I deal with. There's no chance I would abandon Quicken (or force myself to continue to use some older version) so I could stay with some fi.

Reply to
John Pollard

You mention that for investment accounts you might not get the option to review the transactions or to match them to existing register transactions. They may all be imported as "New" transactions.

Is this the case for credit card and bank accounts?

So Quicken is more important to you than a forty year business relationship (not to mention significantly reduced costs in your business financing)? What happens when Intuit starts charging $150 per year for upgrades? How about $1,500?

I have used Quicken since the early 90's and it will probably take a bit of effort to switch to another system but it is something I should have been prepared to do years ago if no other reason than as protection against intuit going out of business.

I suspect that anyone using Quicken 2006 would have an exception comment in any external audit because they are locked into Intuit to interact with their financial institutions. If, for any reason (i.e. Intuit goes out of business or suffers a major failure) they are cutoff from Intuit's servers they are also cutoff from their financial institutions.

Stu

"John Pollard" wrote:

Reply to
Stewart Berman

"Stewart Berman" wrote

I can't tell you what the exact rules are. I have seen different behavior at different times and with different year versions of Quicken.

Absolutely.

Not only is this silly ($1500), but it has nothing to do with my statement. If Intuit wanted $1500 tomorrow for me to continue to download, and I decided to give up downloads (or even look for another product) it would *not* be because I was trying to "stay with some fi", it would be because Quicken was charging too much ... not the same thing. Quicken is an excellent product *because* it offers such useful capabilities at such a reasonable price.

Even sillier is forgetting that Intuit does not operate in a vacuum; if Intuit was able to get $150 for downloading, there would not be other products around that could offer clearly better capabilities for noticeably less money. The price of Quicken is set by the market, not arbitrarily by Intuit. If anything, I suspect that the inflation-adjusted price of downloading will tend to drop rather than rise.

But if you want to know if I would pay a monthly or yearly subscription fee: yes!

I deal with many financial institutions (and a couple of them for 40 years); none of them offer me what Quicken offers me and every one of them could be replaced by one of many other financial institutions. If there were to be some minor differences between a new fi and an old one, I have not seen any evidence that those differences would come close to trumping the capabilities that Quicken offers. (And if I were a Money user who liked Money as well as I like Quicken, I would say the same thing for Money.)

But I don't usually have to worry about giving up Quicken downloads with my fi's; in fact it's been the other way around. The two fi's that I have dealt with for 40 years only offered qif file downloads when I first started using Quicken. Since then one has begun offering Web Connect downloads and the other now offers Direct downloads from their bank, credit card and investment accounts. (Similar trend with other of my fi's that I have not been with as long).

I consider the ability to download to Quicken to be a significant feature that an fi has to offer me; it is worth money to me, and I have no trouble getting what I want in the way of desireable products, good service, reasonable rates ... and downloads to Quicken.

I fail to see how taking advantage of downloading can be considered a negative simply because it is theoretically possible that the provider of the downloads might go out of business; one can always change software, change fi's and/or enter transactions manually. And OFX is an open standard; fi's that can do Web Connect or Direct downloads already have the capability to create (and are creating) OFX files of your data ... any software whose manufacturer wishes can process OFX files. (Money and others already do this).

And if imagining Intuit going out of business creates a sense of concern for you, why do you limit your concern to Intuit? What about all the other software and hardware products you may use to keep your records? What about the fi's you deal with?

Reply to
John Pollard

"John Pollard" wrote

I meant to add that I think there may have been some change in the way Quicken handles this, but I can't pin that down.

I do know that I have seen an option dialog box during a first download, to choose an automatic "Accept All", or process individually (the norm for downloads).

I was working on a theory that if there was already at least one transaction in the register of a new Quicken account when the first download occurred, that Quicken would offer the dialog I referred to above (or just take option 2) ... but I have not done enough work to prove it true.

Reply to
John Pollard

You are fortunate.

It is called either disaster recovery or business continuity planning or both. The trick is to be able to switch reasonably quickly if necessary. That is why I said I should have done the preparation awhile ago. Quicken is a closed system. The only way to get your data in or out of a Quicken database is to use Quicken. So for planning purposes you should periodically go through the process of actually extracting your financial records and porting them to an open system.

I always thought one selects a financial package to fit the business not the other way around. I don't want to use a fungible financial organization.

That is why I run both Windows and Linux desktops. I am looking for software with open standards for data storage. I don't mind if the software is proprietary I just don't want the data storage to be.

I can move my business to other financial institutions -- it would just cost time and money on an ongoing basis whereas the cost of switching software packages is one time.

Stu

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"John Pollard" wrote:

Reply to
Stewart Berman

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