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Tom P.
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 Posted: Mon Jun 30, 2008 1:07 pm Post subject: Help for an ex-MSMoney user |
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I am a long-time MSMoney user but, since there product currently
stinks, I've turned to Quicken 2008. So far I like most everything.
I've found all the stuff I was using before, except for two things:
1) Is there no way to enter transactions other than directly into the
trasaction register? I have an issue with the buttons always being in
the way of the amount of the next transaction. I can turn off the
buttons but then I can't enter a new transaction (at least, it never
asks me if I want to save the transaction when I leave). I also just
don't like being in "edit mode" ALL THE TIME. If I touch the keyboard
I have to leave and cancel the change to make sure nothing gets messed
up. There's got to be an easier way to edit trasactions.
Now this one actually is important...
2) How do I edit a single occurance of a future sheduled bill? I LIVE
by the Cash Flow Analysis Report. How is everything effecting
everything else. The only problem that I have not solved comes from
the fact that I'm a contractor. I don't get paid for holidays and
vacation. So when I have a holiday comming up (like 4th of July) I
know my paycheck will be for less. I can't find a way to change the
amount of a future instance of my paycheck to better reflect what I
know will be true.
Any help on either of these would be great.
Tom P. |
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Tom P.
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| Posted: Mon Jun 30, 2008 3:53 pm Post subject: Re: Help for an ex-MSMoney user |
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On Jun 30, 10:35 am, Carl <dan...@sonic.net> wrote:
| Quote: |
On Mon, 30 Jun 2008 06:07:07 -0700, Tom P. <padilla.he...@gmail.com> wrote:
I am a long-time MSMoney user but, since there product currently
stinks, I've turned to Quicken 2008. So far I like most everything.
I've found all the stuff I was using before, except for two things:
1) Is there no way to enter transactions other than directly into the
trasaction register? I have an issue with the buttons always being in
the way of the amount of the next transaction. I can turn off the
buttons but then I can't enter a new transaction (at least, it never
asks me if I want to save the transaction when I leave). I also just
don't like being in "edit mode" ALL THE TIME. If I touch the keyboard
I have to leave and cancel the change to make sure nothing gets messed
up. There's got to be an easier way to edit trasactions.
Now this one actually is important...
2) How do I edit a single occurance of a future sheduled bill? I LIVE
by the Cash Flow Analysis Report. How is everything effecting
everything else. The only problem that I have not solved comes from
the fact that I'm a contractor. I don't get paid for holidays and
vacation. So when I have a holiday comming up (like 4th of July) I
know my paycheck will be for less. I can't find a way to change the
amount of a future instance of my paycheck to better reflect what I
know will be true.
Any help on either of these would be great.
Tom P.
1. I use CTRL-enter with cursor in payment or deposit column to enter the
transaction. Quick and easy and allows me to leave the annoying
transaction toolbar off. Also you can always right click to get context
menu and enter from that.
|
I'll give that a try, thanks.
| Quote: |
2. If you enter a transaction that matches a scheduled one except for
amount it will ask if this transaction is an instance of the scheduled
one. If the date differs I don't think it asks you.
Carl
|
See that's the thing, I don't want to enter the transaction. I just
want to change the estimate of one occurance in the future. I
understand that I can simply enter all the transaction into the
register and then edit them as they occur but I really like the
AutoDownload since it takes care of most of that (and I don't have to
enter several years worth of fake transactions). I want to edit a
single instance of a forcasted bill or deposit.
Oh, BTW, is there any way to insert transactions without going all the
way to the bottom and entering them in the new line? If I'm reviewing
my register and I see a transaction that got missed I hate going all
the way to the bottom to find the "New Transaction" line to enter it.
Tom P. |
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Carl
Guest
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| Posted: Mon Jun 30, 2008 8:35 pm Post subject: Re: Help for an ex-MSMoney user |
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On Mon, 30 Jun 2008 06:07:07 -0700, Tom P. <padilla.henry@gmail.com> wrote:
| Quote: |
I am a long-time MSMoney user but, since there product currently
stinks, I've turned to Quicken 2008. So far I like most everything.
I've found all the stuff I was using before, except for two things:
1) Is there no way to enter transactions other than directly into the
trasaction register? I have an issue with the buttons always being in
the way of the amount of the next transaction. I can turn off the
buttons but then I can't enter a new transaction (at least, it never
asks me if I want to save the transaction when I leave). I also just
don't like being in "edit mode" ALL THE TIME. If I touch the keyboard
I have to leave and cancel the change to make sure nothing gets messed
up. There's got to be an easier way to edit trasactions.
Now this one actually is important...
2) How do I edit a single occurance of a future sheduled bill? I LIVE
by the Cash Flow Analysis Report. How is everything effecting
everything else. The only problem that I have not solved comes from
the fact that I'm a contractor. I don't get paid for holidays and
vacation. So when I have a holiday comming up (like 4th of July) I
know my paycheck will be for less. I can't find a way to change the
amount of a future instance of my paycheck to better reflect what I
know will be true.
Any help on either of these would be great.
Tom P.
|
1. I use CTRL-enter with cursor in payment or deposit column to enter the
transaction. Quick and easy and allows me to leave the annoying
transaction toolbar off. Also you can always right click to get context
menu and enter from that.
2. If you enter a transaction that matches a scheduled one except for
amount it will ask if this transaction is an instance of the scheduled
one. If the date differs I don't think it asks you.
Carl |
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Carl
Guest
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| Posted: Mon Jun 30, 2008 10:12 pm Post subject: Re: Help for an ex-MSMoney user |
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| Quote: |
On Jun 30, 10:35 am, Carl <dan...@sonic.net> wrote:
On Mon, 30 Jun 2008 06:07:07 -0700, Tom P. <padilla.he...@gmail.com
wrote:
I am a long-time MSMoney user but, since there product currently
stinks, I've turned to Quicken 2008. So far I like most everything.
I've found all the stuff I was using before, except for two things:
1) Is there no way to enter transactions other than directly into the
trasaction register? I have an issue with the buttons always being in
the way of the amount of the next transaction. I can turn off the
buttons but then I can't enter a new transaction (at least, it never
asks me if I want to save the transaction when I leave). I also just
don't like being in "edit mode" ALL THE TIME. If I touch the keyboard
I have to leave and cancel the change to make sure nothing gets messed
up. There's got to be an easier way to edit trasactions.
Now this one actually is important...
2) How do I edit a single occurance of a future sheduled bill? I LIVE
by the Cash Flow Analysis Report. How is everything effecting
everything else. The only problem that I have not solved comes from
the fact that I'm a contractor. I don't get paid for holidays and
vacation. So when I have a holiday comming up (like 4th of July) I
know my paycheck will be for less. I can't find a way to change the
amount of a future instance of my paycheck to better reflect what I
know will be true.
Any help on either of these would be great.
Tom P.
1. I use CTRL-enter with cursor in payment or deposit column to enter
the
transaction. Quick and easy and allows me to leave the annoying
transaction toolbar off. Also you can always right click to get
context
menu and enter from that.
I'll give that a try, thanks.
2. If you enter a transaction that matches a scheduled one except for
amount it will ask if this transaction is an instance of the scheduled
one. If the date differs I don't think it asks you.
Carl
See that's the thing, I don't want to enter the transaction. I just
want to change the estimate of one occurance in the future. I
understand that I can simply enter all the transaction into the
register and then edit them as they occur but I really like the
AutoDownload since it takes care of most of that (and I don't have to
enter several years worth of fake transactions). I want to edit a
single instance of a forcasted bill or deposit.
Oh, BTW, is there any way to insert transactions without going all the
way to the bottom and entering them in the new line? If I'm reviewing
my register and I see a transaction that got missed I hate going all
the way to the bottom to find the "New Transaction" line to enter it.
Tom P.
|
CTRL-I, or right click, Insert. |
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John Pollard
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| Posted: Wed Jul 02, 2008 5:49 pm Post subject: Re: Help for an ex-MSMoney user |
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Tom P. wrote:
| Quote: |
On Jun 30, 10:35 am, Carl <dan...@sonic.net> wrote:
On Mon, 30 Jun 2008 06:07:07 -0700, Tom P.
padilla.he...@gmail.com
wrote:
I am a long-time MSMoney user but, since there product
currently
stinks, I've turned to Quicken 2008. So far I like most
everything.
I've found all the stuff I was using before, except for two
things:
1) Is there no way to enter transactions other than directly
into
the trasaction register? I have an issue with the buttons
always
being in the way of the amount of the next transaction. I
can turn
off the buttons but then I can't enter a new transaction (at
least,
it never asks me if I want to save the transaction when I
leave). I
also just don't like being in "edit mode" ALL THE TIME. If I
touch
the keyboard I have to leave and cancel the change to make
sure
nothing gets messed up. There's got to be an easier way to
edit
trasactions.
Now this one actually is important...
2) How do I edit a single occurance of a future sheduled
bill? I
LIVE by the Cash Flow Analysis Report. How is everything
effecting
everything else. The only problem that I have not solved
comes from
the fact that I'm a contractor. I don't get paid for
holidays and
vacation. So when I have a holiday comming up (like 4th of
July) I
know my paycheck will be for less. I can't find a way to
change the
amount of a future instance of my paycheck to better reflect
what I
know will be true.
Any help on either of these would be great.
Tom P.
1. I use CTRL-enter with cursor in payment or deposit column
to
enter the transaction. Quick and easy and allows me to leave
the
annoying transaction toolbar off. Also you can always right
click to
get context menu and enter from that.
I'll give that a try, thanks.
2. If you enter a transaction that matches a scheduled one
except for
amount it will ask if this transaction is an instance of the
scheduled one. If the date differs I don't think it asks you.
See that's the thing, I don't want to enter the transaction. I
just
want to change the estimate of one occurance in the future. I
understand that I can simply enter all the transaction into
the
register and then edit them as they occur but I really like
the
AutoDownload since it takes care of most of that (and I don't
have to
enter several years worth of fake transactions).
I want to edit a
single instance of a forcasted bill or deposit.
|
Not possible.
Since you appear to only be interested in an estimate of your
future cash flow, why not "schedule" some yearly "adjustment"
transactions: one for each holiday or day you won't work. Make
them "payment" transactions (as opposed to "deposit"
transactions) that reduce your cash flow in the amount of the
reduction you expect in your paycheck that spans that date.
When one of those transactions comes "due" and "reminds" you to
enter it, tell Quicken to "Skip" it.
--
John Pollard
First initial underscore Last name at mchsi dot com
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