[moneytalks] Re: An edit combo for items

Hmmmmmm, I'll try it and see what happens here.  I haven't thought of that
angle.  I'll let you know.


----- Original Message ----- 
From: "ROB MEREDITH" <rmeredith@xxxxxxx>
To: <moneytalks@xxxxxxxxxxxxx>
Sent: Wednesday, December 15, 2004 14:05
Subject: [moneytalks] Re: An edit combo for items


> Dave:
>
> When you export such a Quicken account to a .qif file, does the .qif file
=
> retain information which is not a check number? In other words, does the N
=
> field contain stuff besides numbers?
>
> Rob Meredith
>
> >>> dspeck@xxxxxxxxxxxx 12/15/04 10:40AM >>>
> I have to agree.  I have been using Quicken for years and this is how =
> things
> are done there.  One field contains check numbers, Debit, EFT, Dep. etc.
> This could be less confusing to some people if all of that were in one =
> field
> instead of having a separate field for Deposit / Debit and one for check
> numbers.
>
> Regards,
> Dave
>
>
>
> ----- Original Message -----=20
> From: <sindy@xxxxxxxxxxxxxxxxxxxx>
> To: <moneytalks@xxxxxxxxxxxxx>
> Sent: Wednesday, December 15, 2004 10:27
> Subject: [moneytalks] Re: An edit combo for items
>
>
> > Suzanne, I agree with you. I fill out the place to which I wrote a check
> or
> > made a check card purchase in the payee/payer field (walmart,
belllsouth,=
>
> > etc.) and then put notations such as the check number or deposit or =
> check
> > card in the item field. Your logic makes perfect sense. It is the same
> sort
> > of logic I use. I like to know where my money goes.
> > Synthia M. Greenwell
> > Program Coordinator
> > 20/200 Fellowship, Inc.
> > ----- Original Message -----=20
> > From: <TheBlindAvenger@xxxxxxx>
> > To: <moneytalks@xxxxxxxxxxxxx>
> > Sent: Tuesday, December 14, 2004 7:06 PM
> > Subject: [moneytalks] Re: An edit combo for items
> >
> >
> >
> > In a message dated 12/14/2004 3:16:14 P.M. Central Standard Time,
> > rmeredith@xxxxxxx writes:
> > Suzanne:
> >
> > The problem is that you are describing pay names, not  items. I think
> items
> > =3D
> > are generally numbers. Why do you wish to move pay  name data to the =
> item
> =3D
> > field?
> >
> > Rob Meredith
> >
> >
> > Hi Rob,
> >
> > I suppose the answer to your question is I want to know from where my
> money
> > came and to whom it went. Then, I want to know how it arrived or left.
> > Check
> > Card Purchase, ACH Deposit, etc. fulfill the second portion of this
> > requirement, while 7 Eleven, Buy For Less, Wal Mart, Sears  Roebuck,
> > Oklahoma Natural
> > Gas, US Cellular, and the like fulfill the first.  This is why I edit =
> the
> > transactions. Granted, part of my problem may be that I  have never used
> any
> > money
> > management software and thus have a distorted,  preconceived notion of =
> how
> > things are supposed to be. This notion is based on  my pre-marriage,
> > pre-technology, braille Check register and my own sense of
organization.=
>
> >
> > Here are some examples of why I like my sense of organization, and why
=
> I
> > will probably keep doing things my way no matter how the software
> behaves.
> >
> > 1. I am a private contractor who does both Braille Translation and
> > technology Consulting work. This year, my income came from 21 sources. I
> > would  rather
> > see the sources of my income in the Payer/Payee field instead of  the =
> word
> > Deposit. Then I could use the restricted view and quickly learn how  =
> much
> I
> > made
> > from whom. Currently, this is done in an Excel spreadsheet, but I  am
> > falling
> > in love with this program and would rather do it here. Admittedly,  most
> of
> > these transactions will be made manually in the future, because they  =
> are
> > not
> > recurring or consistent.
> > 2. Having Farmers Insurance in the payer/Payee field rather than ACH
> > Deposit
> > for my husband's payroll deposit allows me to identify his income  =
> without
> > going to the memo field. Besides, I delete the memo field for these
> > Entries,
> > because they splash his Social Security number out there for all the
> world
> > to
> > see.
> > 3. If the names Geoffrey or Stephen Tritten are placed in the
Payer/Paye=
> e
> > field rather than Deposit to acknowledge that my sons have made  their =
> car
> > insurance payment installments, I can highlight either name,  restrict =
> the
> > view,
> > and quickly prove to myself, or one of them if  necessary, whether they
> are
> > on
> > track or behind in their  payments.
> > 4. Along the same lines, if I place 7 Eleven, Shell Oil, and Texaco in
> the
> > Payer field instead of Check Card Purchase, I can learn how much we =
> spend
> > on
> > Auto Fuel. Then, I could learn just how much of that money was spent at
> any
> > of
> > the three above-mentioned companies.
> >
> > By now, even if you see my point, I have left an opening for another
> > question. Why put anything in the Item field, if it isn't a check =
> number?
> >
> > The answer to that question is: The terms Check Card Purchase, ACH
> Deposit,
> > etc. let me know just how the money entered or left my accounts.  Maybe
=
> I
> > like
> > this extra proof, since I have to fill out self-employment tax  forms. I
> > keep
> > receipts and bank statements, but I cannot see them. Therefore,  the
> > notation
> > in the account grid is my proof.
> >
> > Suzanne
> >
> >
> > >>> TheBlindAvenger@xxxxxxx 12/14/04 02:48PM  >>>
> >
> >
> >
> >
> >
> > =3D20
> > Here is a list of the items that appear in the Payer/Payee  field of my
> =3D20
> > imported .qif files. The most common are: ACH Deposit, ACH  W/D,
> > Withdrawal,=3D
> > =3D20
> > Deposit, ATM W/D, Check Card Purchase,  And  Check. I have also seen:
> Check
> > =3D
> > Card=3D20
> > Refund, Monthly Account Fee,  and Loan Payment.=3D20
> > =3D20
> > Of course Check appears in the Payer/Payee  field, when a check number =
> =3D20
> > appears in the Item  field.=3D20
> > =3D20
> > These are the things I move to the Item field, when I edit
transactions.=
>
> I
> > =3D
> > =3D20
> > also use several of these entries in the Item  field, when I manually =
> =3D
> > create =3D20
> > transactions, and it would be a time  saver if I did not have to enter
> each
> > =3D
> > one =3D20
> > letter for  letter.
> > =3D20
> > Suzanne
> > =3D20
> > In a message dated 12/14/2004 10:39:16  A.M. Central Standard Time, =
> =3D20
> > rmeredith@xxxxxxx  writes:
> > Suzanne:
> >
> > We are still trying to find the formal deffinition  of  what an item
> should
> > =3D
> > =3D3D
> > be. It appears that in most cases,  banks only export  item information
=
> =3D
> > when =3D3D
> > it is a check, and  of course, this is the check  number. Since this is
> the
> > =3D
> > =3D3D
> > case,  the item field is not useful as it might  be, especially for  =
> =3D3D
> > non-check users.
> >
> > I would be interested to know  what others  are finding in the item =
> field
> =3D
> > =3D3D
> > when importing.
> >
> > Rob   Meredith
> >
> > >>> TheBlindAvenger@xxxxxxx 12/14/04 10:47AM   >>>
> > =3D3D20
> > In a message dated 12/10/2004 11:15:31 A.M.  Central  Standard Time, =
> =3D3D20
> > TheBlindAvenger@xxxxxxx  writes:
> > Hi.
> >
> > Since the  item field in the New Transaction dialog  could  contain =3D
> > anything  =3D3D
> > =3D3D20
> > from a check number to  ATM w/d or ACH deposit or  electronic  check,
> would
> > =3D
> > =3D3D
> > it=3D3D20
> > be =3D3D20
> > possible to make this field an  edit   combo like so many of the other =
> =3D3D
> > fields=3D3D20
> > in  =3D3D20
> > this  dialog?dar > Deposit
> > for my husband's pa
> >
> > The  reason I ask, is that I do most  of my banking  electronically. If
=
> I
> =3D
> > =3D3D
> > did  =3D3D20
> > not  have children who needed money  for band trips, wrestling
tournament=
>
> =3D
> > =3D3D
> > =3D3D20
> > fees, =3D3D20
> > and other  school-related expenses, I  would probably write only  25
> checks
> > =3D
> > =3D3D
> > a   =3D3D20
> > year.
> >
> >
> >
> >
> >
> >
> >
> > The reason I asked this  question  last week is this. Each month I may
> have
> > =3D
> > =3D3D
> > =3D3D20
> > about fifty entries in my  bank statement. Six or  seven of these =
> entries
> =3D
> > =3D3D
> > will be =3D3D20
> > checks. the   remaining forty plus entries will be check card purchases,
> =3D
> > =3D3D
> > check  =3D3D20
> > card bill pays, automatic deposits, atm  withdrawals, etc. I would like
> to
> > =3D
> > =3D3D
> > be =3D3D20
> > able to press  a few letters followed by down arrow to place  the right
=
> =3D
> > item  =3D3D
> > in=3D3D20
> > the field rather than enter each transaction's  item  manually. Is =3D
> > this=3D3D20
> > possible?  Or, since the program is   remembering check numbers, is my =
> =3D3D
> > desire out of=3D3D20
> > the    question?
> > =3D3D20
> > Suzanne
> >
> >
> >
> >
> >
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> >
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> >
> >
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