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GrayFox
09-01-2005, 03:14 PM
The Quicken instructions state "For each banking account in Quicken for
Windows 2001 and later, it will be necessary to 'Accept All'
transactions in the 'Compare to Register' screen. The 'Compare to
Register' screen will be in each banking account register. After
accepting the transactions, click 'Done'"

I imported an investment account and I don't find a 'Compare to
Register' screen. All the transactions are there with the proper
values, etc, but before it will display any values of the transaction, I
have to select each transaction, do an 'Edit' and then enter each
transaction.

Surely, I'm doing something wrong.

Help!

Margaret Wilson
09-01-2005, 05:54 PM
The instructions you quote sound like they're talking about accepting
downloaded transactions. Imported transactions are entirely different, in
that you don't get a "compare to register" function. Perhaps someone who's
converted from Mac Quicken to Windows Quicken can provide more specifics.

Regards,

Margaret

"GrayFox" <jayww35@comcast.net> wrote in message
news:jayww35-C982EF.18141701092005@comcast.dca.giganews.com... The Quicken instructions state "For each banking account in Quicken for Windows 2001 and later, it will be necessary to 'Accept All' transactions in the 'Compare to Register' screen. The 'Compare to Register' screen will be in each banking account register. After accepting the transactions, click 'Done'" I imported an investment account and I don't find a 'Compare to Register' screen. All the transactions are there with the proper values, etc, but before it will display any values of the transaction, I have to select each transaction, do an 'Edit' and then enter each transaction. Surely, I'm doing something wrong. Help!

GrayFox
09-02-2005, 06:10 AM
In article <df8bc80fen@news1.newsguy.com>,
"Margaret Wilson" <twokatmew@nospam.msn.com> wrote:
The instructions you quote sound like they're talking about accepting downloaded transactions. Imported transactions are entirely different, in that you don't get a "compare to register" function. Perhaps someone who's converted from Mac Quicken to Windows Quicken can provide more specifics. Regards, Margaret "GrayFox" <jayww35@comcast.net> wrote in message news:jayww35-C982EF.18141701092005@comcast.dca.giganews.com... The Quicken instructions state "For each banking account in Quicken for Windows 2001 and later, it will be necessary to 'Accept All' transactions in the 'Compare to Register' screen. The 'Compare to Register' screen will be in each banking account register. After accepting the transactions, click 'Done'" I imported an investment account and I don't find a 'Compare to Register' screen. All the transactions are there with the proper values, etc, but before it will display any values of the transaction, I have to select each transaction, do an 'Edit' and then enter each transaction. Surely, I'm doing something wrong. Help!

No, it is for importing. The instructions quoted came from the Quicken
Help document "Converting data from Quicken for Mac to Quicken for
Windows", no. 5198.

Margaret Wilson
09-02-2005, 06:45 AM
OK, I stand corrected. Frankly it's been years since I exported/imported
data from/to accounts. Have you posted to the Quicken forum? There are
Intuit people there who may be able to answer your question.

Regards,

Margaret

"GrayFox" <jayww35@comcast.net> wrote in message
news:jayww35-6B2546.09102702092005@comcast.dca.giganews.com... In article <df8bc80fen@news1.newsguy.com>, "Margaret Wilson" <twokatmew@nospam.msn.com> wrote: The instructions you quote sound like they're talking about accepting downloaded transactions. Imported transactions are entirely different, in that you don't get a "compare to register" function. Perhaps someone who's converted from Mac Quicken to Windows Quicken can provide more specifics. Regards, Margaret "GrayFox" <jayww35@comcast.net> wrote in message news:jayww35-C982EF.18141701092005@comcast.dca.giganews.com... The Quicken instructions state "For each banking account in Quicken for Windows 2001 and later, it will be necessary to 'Accept All' transactions in the 'Compare to Register' screen. The 'Compare to Register' screen will be in each banking account register. After accepting the transactions, click 'Done'" I imported an investment account and I don't find a 'Compare to Register' screen. All the transactions are there with the proper values, etc, but before it will display any values of the transaction, I have to select each transaction, do an 'Edit' and then enter each transaction. Surely, I'm doing something wrong. Help! No, it is for importing. The instructions quoted came from the Quicken Help document "Converting data from Quicken for Mac to Quicken for Windows", no. 5198.

John Pollard
09-02-2005, 07:58 AM
GrayFox wrote: The Quicken instructions state "For each banking account in Quicken for Windows 2001 and later, it will be necessary to 'Accept All' transactions in the 'Compare to Register' screen. The 'Compare to Register' screen will be in each banking account register. After accepting the transactions, click 'Done'" I imported an investment account and I don't find a 'Compare to Register' screen. All the transactions are there with the proper values, etc, but before it will display any values of the transaction, I have to select each transaction, do an 'Edit' and then enter each transaction. Surely, I'm doing something wrong.

I don't have Q2004 available at the moment, so I can not test.

Why are you concerned about not seeing the Compare to Register
window? If I understand you correctly, the only thing that has
happened differently is that Quicken did an Accept All for you.

But then, I confess, I found this sentence very difficult to
understand:

"All the transactions are there with the proper values, etc, but
before it will display any values of the transaction, I have to
select each transaction, do an 'Edit' and then enter each
transaction."

The "proper values" are there, but they are not displayed? Then
you "Edit" the transaction and "Enter" the transaction ... but
what actually do you do and what change results?

Having said that, based only on your posted comments, and
remembering that I can not actually test this; I believe that at
some point, Quicken began to treat downloaded transactions
differently if they were to an empty Quicken account.
Originally, all downloaded transactions were placed in the
Compare to Register window; but at some point I think Quicken
was changed so that if the Quicken account was "new" (empty), no
Compare to Register window would appear ... presumably because
if the account was empty, all downloaded transactions had to be
"New".

Perhaps the same logic applies to transactions imported via QIF
file. If so, and one were intent on seeing a Compare to
Register window, one could simply enter one dummy transaction
into the "new" account before importing the QIF file and perhaps
that would cause Quicken to present the Compare to Register
window during the import process.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup

GrayFox
09-03-2005, 06:05 AM
In article <df9ohl027vm@news3.newsguy.com>,
"Margaret Wilson" <twokatmew@nospam.msn.com> wrote:
OK, I stand corrected. Frankly it's been years since I exported/imported data from/to accounts. Have you posted to the Quicken forum? There are Intuit people there who may be able to answer your question. Regards, Margaret "GrayFox" <jayww35@comcast.net> wrote in message news:jayww35-6B2546.09102702092005@comcast.dca.giganews.com... In article <df8bc80fen@news1.newsguy.com>, "Margaret Wilson" <twokatmew@nospam.msn.com> wrote: The instructions you quote sound like they're talking about accepting downloaded transactions. Imported transactions are entirely different, in that you don't get a "compare to register" function. Perhaps someone who's converted from Mac Quicken to Windows Quicken can provide more specifics. Regards, Margaret "GrayFox" <jayww35@comcast.net> wrote in message news:jayww35-C982EF.18141701092005@comcast.dca.giganews.com... > The Quicken instructions state "For each banking account in Quicken for > Windows 2001 and later, it will be necessary to 'Accept All' > transactions in the 'Compare to Register' screen. The 'Compare to > Register' screen will be in each banking account register. After > accepting the transactions, click 'Done'" > > I imported an investment account and I don't find a 'Compare to > Register' screen. All the transactions are there with the proper > values, etc, but before it will display any values of the transaction, > I > have to select each transaction, do an 'Edit' and then enter each > transaction. > > Surely, I'm doing something wrong. > > Help! No, it is for importing. The instructions quoted came from the Quicken Help document "Converting data from Quicken for Mac to Quicken for Windows", no. 5198.

Where is the Quicken forum?

Margaret Wilson
09-03-2005, 12:04 PM
Forum is here:

http://www.quickenforums.com

Regards,

Margaret

"GrayFox" <jayww35@comcast.net> wrote in message
news:jayww35-1DBECB.09052903092005@comcast.dca.giganews.com... Where is the Quicken forum?


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