Financial Software Questions? Ask IT Support for Answers ASAP
Hi, I'm Robert and I'll be helping you with your financial software question.
what does it look like in the register ? Does it have the correct balance there ?
All my entries are correct but the balances Show 2,000,000 in the r4ed> This has happened three times now.
that can happen for a few reasons. the most common being that it is not displaying all data or it is sorted incorrectly.
On the top of the register it should show ALL TRANSACTIONS ALL DATES
and it should be sorted in date order. You can do that by hitting the account actions button on the top right and selecting sort and date OR by hitting the title bar where it has the actual word DATE above the date column
Just got home from hospital and nurses have arrived. Will respond ASAP Thanks *Graham
no problem. I will be on and off tonight. But as soon as I see your response I will answer.
When I go into reports and back to my register the account balances show 2,000,000 plus in the red for all dates. Really weird!
Also my second question happens often. I just close and re-open Quicken and problem is corrected and is balanced. Do I reload my program or purchase an upgrade OR do you have an answer?
I think what is happening is that the register is not sorted properly when you come back from the reports. You might inadvertently click on the title bar somewhere which will re sort it on that column.
Can you send me screen shots of it ?
Screen shot instructions
hold alt button down hit print screen button release buttons
click start menu / all programs / accesories / paint
click edit / paste
click file / save as
save as a jpg file in my pictures
on the top of this window click the insert button it should be a paper clip to right of the smiley face.
click browse in the 2nd window that pops up
browse to the file you just saved in my pictures
click insert back in the first window
Cannot cause the problem, but will keep trying this PM.
What about the reconciliation Correcting itself after exiting and re-opening the program?
I will send a good rating when I get answers that solve my problems.
Problem #2 When I reconcile a bank statement It does not show it is reconciled even after double checking all my entries. I then close Quicken and re-open the file then it balances and all is reconciled, without doing anything further. This leads me to believe I need to reload the program from disc or upgrade Quicken to a new version. Right?.
It is hard for me to say because I am not watching you do it.
when you do the reconcile what steps do you perform and where does it show or not show it being reconciled ?
if you have the register open while you are reconciling it may not show there until you close the register and open it again.
try reconciling from the tools menu / reconcile an account
with the register NOT OPEN
and see if it looks reconciled when you open the register after you have completed the reconciliation. It should ask if you want to print a reconcile report and possibly make an adjustment if it found a discrepancy when you reconciled. If you don't get that message you may not have completed the reconcile
I will have to wait until I get my next statement. I do reconcile from the file menu, but I do not print a report until I do???????????????????
Will definitely reply when I do.
Thank you so far.
As soon as I reconcile again, I will determine if I have the continuing problem problem.
ok thank you
I will keep this question open for you. I have no control over when the site sends reminder emails
IU'm having a lot of problems with Quicken.
I received my bank statement today and the opening balance was not correct. Finally I tried to recover info with my back up and tried to reconcile the acct. (never had these problems before.) I reconciled all that I could and there were about 5 items that appeared again from the last statement. I copied screen if you wish to see the problem. I created an entry to just to get it to balance but, still can't clear previously reconciled items. Do I need a new Quicken program? Or can you help. I remember going to cleared entries and placed an "R" in the column to try and clean up the register.
yes please send me a screen shot of it.
I have it in WORD but, how do I send it to you. Via your e-mail address?
you can send it to [email protected] and reference this question http://www.justanswer.com/accounting-software/80yg0-gone-reports-times-last-month.html?src=nql
and ask them to please forward it to me. How long it will take depends on their volume of work however as they have to do it manually
or you can post it on www.wikisend.com and after you upload it you will get a download url which you have to copy and paste in here for me to see it. That would be faster but it is not a secure site so if you are worried about confidentiality of anything on there you might prefer the emailing.
cannot SEEM TO CUT AND PASTE
highlight it and hit ctrl C that will copy it
then click in here and hit ctrl V to paste it
I am doing dinner and may not get back to you for a couple of hours
The 1750 was not a duplicate. I'm referring to the payments that were cleared and reconciled on the last bank statement, but, reappear this month . Would like to send a printed page directly to you e-mail address - - - - - less confusion on my part.
I wish you could but I am not allowed to give it out.
can you send me a screen shot of the register as well as the update thing.
You might also try going to
file / file operations / validate
that should clean up any extra transactions sitting around
I'm having a "HELL" OF A TIME TO COPY AND PASTE INTO YOUR RELY AREA. i HAVE GMAIL AND i'M TRYING TO ATTACH VIA THE PAPERCLIP BUT CANNOT FIND MY SCANS. . rEGULAR EMAIL OKAY BUT YOUR FORMAT JUST DOESN'T WORK. wHAT A WASTE OF TIME.
Yes I don't see your end but it is a bit of a pain here and I think it depends on the browser. usually what you do is take the screen shot and paste it into something like paint on the accessories menu and save it as a jpg in the pictures folder
you can email it to [email protected] and reference this question
and ask them to forward it to me
Attachments are only available to registered users.
C:\Users\GrahamB\Documents\My Scans\Quicken Nov 2-1320131102.jpg.
does this work?
No that didn't make it. All I got was the path of where it is in your computer.
Did you try the www.wikisend.com ? all you have to do isbrowse to the file and hit the upload button and then it will give you a 'download url' put that in here and I will be able to get it
Okay sent Nov 5 @1100 hours. Sent 3 times now
where did you send it to ?
sent via wikisend.com. Don't know what to try next. Maybe a fax number or a Email address or another phone number????????????????
if you send via wikisend you need to copy and paste the download URL that it gives you and give me that.
The way it works is wikisend is just a storage place you upload something and so so a million other people. It gives you a download link so that I can find it in wikisend and you have to give me that.
ok I got the forwarded copy. I see what you say and I have an answer for you.
I can see that you are a person that likes things organized and neat and you may not like this answer but its the way you are going to need to do it in quicken.
for whatever reason quicken has them counted without being cleared. Quicken does that sort of thing occasionally, and wants to clear them again.
The only sure way to get it going correctly for next month is to let quicken clear them again. It will then say that there is a discrepancy between the balances and would you like to make an adjustment entry.
Allow it to make the adjustment. It will go down as an adjustment category and you can make notes on it to say exactly what payments it covered if you like. But that will allow quicken to mark everything reconciled and still have the correct balance. Once that is done quicken will agree with your bank and next months statement should work correctly again.
I am sorry that I cant get you a cleaner way to do it but that is frankly the way quicken says to do it.
you say, let quicken clear them. How does that happen? Do I actually tick them off, which will then show an incorrect balance. Procedure not clear enough for me. Physically what do I do?
physically just click them all off and say you are finished with the reconcile it will show out of balance and ask you if it can make an adjustment entry for you
okay, will call later. On my way to the hospital for my stroke therapy.
you are welcome. Let me know how it goes
If it makes you more comfortable create a backup file before you do the reconcile that way you can always restore right back to where you are now
I finally reconciled as suggested but, there should be a better method considering I had previously reconciled. Do you suggest I upgrade Quicken?
Also, If I delete some memorized payees will this procedure case any problems?
Thanks for all your time. Any extra charges?
Graham B Senner
I would leave the memorized payee unless they are annoying you. I don't think it will have any effect other than not being able to match them automatically if you use them again.
Yes there should be a better method but I don't believe quicken has come up with one. They tend to leave a few bugs around. Since about the first copy of quicken it has defaulted to notifying you if you try to use a duplicate check number for example. For over 10 years and 10 versions it has blown up instead. And it still defaults to it and when it blows up they tell you to change it to "don't notify"
A new version of quicken is probably a good idea just because they don't support them after 3 years and the longer you wait the more difficult it is to get your data into the new version.
You can get a discount on it at this link www.quicken.com/go/upgrade
I believe you are paid up as you gave me an excellent rating. If you would like to leave a bonus that would be great with me but its your choice.
I have Quicken 2010 now and list all my stocks and values every month. Should I be getting The 2014 premier or will the quicken deluxe do everything that 2010 does now?