Re: No September posts

Andrew <[email protected]> wrote:
> On 10/21/2024 6:29 AM, z wrote:
>> Andrew <[email protected]> wrote:
>>> On 10/12/2024 3:07 PM, z wrote:
>>>> I do a Find &
>>>> Replace to change my manually entered Cleared (C) to Reconciled (R)
>>> 
>>> I don't manually reconcile (ie: I use downloads), but I am not sure why
>>> you have to do any manual updates to change the "C" to "R".  Doesn't the
>>> reconcile dialog do that for you after you've marked which checks have
>>> cleared?
>> 
>> I don’t use some of the automated Quicken tasks opting to enter manually.
>> The added labor of entering myself aids in my understanding of our
>> finances. Math, or in my case simple arithmetic is not my strong suit.  In
>> my mind 2+2=22. Issues such as multiple items in one purchase that get
>> shipped & billed separately even though the original order had one grand
>> total trip me up until I can “see” it. It’s also a bit of Old dog, New
>> tricks resistance.
>> 
> OK, the beauty of Q is that it allows so many different ways to do 
> similar things according to the desires of the users.  My original reply 
> was simply to alert you to a facility that apparently you do know exists 
> but choose to not to use.  No worries from this end.
> 
> One more thing: Your comment "...multiple items in one purchase that get
>> shipped & billed separately" would indicate to me that you only 
> should have only ONE entry in Q, since that is the only transaction that 
> will have any matching reality (whether a check or a charge or whatever 
> aginst the single single purchase).

Yes. When I click Purchase on a vendor’s website I get an invoice with one
$ figure.

Made up example:

ACME Widget Corporation. 
One (1) transaction
Total of Two (2) widgets for wife (a pink one for $25.25) & myself (blue
for $24.75).
Total for Tickets + Tax  = $50.00 which I enter in Quicken. 

However, on the credit card Statement it will show two transactions each
with a unique date of transaction (when respective item was shipped). 

It has happened all too frequently that wife orders several items - say 12
- in one transaction/invoice which then generate billed/shipped invoices x
12 dates/amounts. 

Rich