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Quicken Question
Nov 28, 2023 14:23:56   #
jerryc41 Loc: Catskill Mts of NY
 
When I enter a purchase amount in Quicken, sometimes it marks it as cleared, and sometimes it doesn't. Is there a way to control that, rather than going back and removing the "Clear"?

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Nov 28, 2023 15:55:41   #
MtManMD Loc: Beaverton, Oregon
 
A memorized transaction that was marked as clear that it's copying from? Re-save to memory without the clear.

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Nov 29, 2023 06:27:32   #
jerryc41 Loc: Catskill Mts of NY
 
MtManMD wrote:
A memorized transaction that was marked as clear that it's copying from? Re-save to memory without the clear.


Thanks. I'll give it a try.

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Nov 29, 2023 07:02:42   #
RGreenway Loc: Morristown, New Jersey
 
If you are auto-reconciling think it marks as cleared from the bank data feed.

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Nov 29, 2023 07:22:04   #
jerryc41 Loc: Catskill Mts of NY
 
RGreenway wrote:
If you are auto-reconciling think it marks as cleared from the bank data feed.


I don't have an online connection for Quicken. I make all entries myself.

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Nov 29, 2023 11:29:32   #
rcarol
 
jerryc41 wrote:
I don't have an online connection for Quicken. I make all entries myself.


So, you're only using Quicken as an electronic registry?

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Nov 29, 2023 21:09:00   #
Longshadow Loc: Audubon, PA, United States
 
jerryc41 wrote:
When I enter a purchase amount in Quicken, sometimes it marks it as cleared, and sometimes it doesn't. Is there a way to control that, rather than going back and removing the "Clear"?

With "sometimes", I'll bet it has something to do with double-clicking or TABbing/ENTERing.
I have had that happen to me on a rare occasion. Almost never, but I HAVE seen it happen.
Note exactly what sequence you did the next time it happens.
Key stroke sequence.....

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Nov 30, 2023 11:59:03   #
JeffR Loc: Rehoboth Beach, Delaware
 
You probably have the payee memorized. One way to pull up your list of memorized payees is with CTR+T. Find the payee in your list, highlight it and to the far right you will see buttons for Edit or Delete. Clicking Edit will bring up a popup window titled "Edit Memorized Payee" and near the middle is a checkbox for "Mark as cleared." Uncheck this box.

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Nov 30, 2023 12:12:50   #
jerryc41 Loc: Catskill Mts of NY
 
JeffR wrote:
You probably have the payee memorized. One way to pull up your list of memorized payees is with CTR+T. Find the payee in your list, highlight it and to the far right you will see buttons for Edit or Delete. Clicking Edit will bring up a popup window titled "Edit Memorized Payee" and near the middle is a checkbox for "Mark as cleared." Uncheck this box.


Thanks for that!

EDITED: Not in my Quicken -



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