Schedulling transactions

Jun 09, 2006 6 Replies
D

I'm a Quicken 2001 Basic user considering upgrading to a newer version.



Do the later versions of Quicken have the ability to auto move a transaction date, i.e., say my pension check is auto deposited into my bank on the first of each month. Presently if the first falls on a weekend or holiday Quicken will update as though it happens on the first even if the first falls on a weekend or holiday. I'd like the option to have Quicken automatically make the transaction fall on the next business day, i.e., Monday or when handling a Social Security transaction, normally the third of the month fall on the business day previous to the third.



Can do?



Thanks.


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J

Running QW2006 - it does not include the capability to recognize 'business day'.such as you are interested in.

As for SocSec, my experience is that SocSec payments key on a date such as 'second Wednesday of month' - yes, QW can schedule this.

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D

My Social Security direct deposits are on the 3rd of each month unless the

3rd falls on a weekend or is a holiday which in that case they are deposited on the first business day previous to the 3rd. A few years back the 3rd of January was a Sunday. Jan 1 was the holiday, the 2nd was a Saturday and the 3rd Sunday. The payment occurred on December 31, in the prior year! It changed the W-2 form because then the income fell in the previous year.

My Lotus Organizer allows changes to Monday or Saturday when the payment falls on a Saturday or Sunday.

Looks like a wish should be sent to the Quicken folks.

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D

I'm a little lost with Social Security payments and a W2. Social Security gets reported to me on a yearly SS Statement and never on a W2. I have never had a SS Statement reflect 13 months or 11 months for a year of pay regardless of the day disbursed to my account. I sometimes think my bank treats SS as a float but after many years I can not remember ever getting credited with SS for say January in December by my bank. Dan

430 No such article 222 9984 body I'm a little lost with Social Security payments and a W2. Social Security gets reported to me on a yearly SS Statement and never on a W2. I have never had a SS Statement reflect 13 months or 11 months for a year of pay regardless of the day disbursed to my account. I sometimes think my bank treats SS as a float but after many years I can not remember ever getting credited with SS for say January in December by my bank. Dan

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D

You're correct Dan; it's not a W-2 but it's an equivalent to a W-2; a report of income for the year. I think the last time the 3rd fell on a Sunday was in 1999.

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D

Thanks for the address John.

Don

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