recuuring transaction(paycheck) not showing Jul 29, 2009 01:13 pm
This post is about: Quicken Online
Hi sktrut,
This is how Quicken Online is designed--it predicts what you will have on a paycheck to paycheck basis, and calculates your Realbalance based on this.
So, you will only see repeating transactions as they occur--your next paycheck won't appear in the Upcoming Transactions area until the current planned paycheck has cleared.
Signature - Please remember that this is a User-to-User community forum. If you come in to get an answer, see if there are any that you can provide. The more people who do that, the more likely you will get your answer.
To help others trying to answer your question, go to "Preferences/Profile" to the left of the page and and fill in those fields.
Intuit Employees using the forum can be identified by the name "Quicken" followed by an Intuit logo. Unless a poster has the above requirements they are not an Intuit employee.
The big problem with this is that the "real balance" is not even close to being real.
If you show a "real balance" two weeks from now, but it doesn't show my upcoming paychecks, it will be grossly inaccurate.
for those paid twice/month, we can add 2 separate transactions. this will also work for the OP with weekly paychecks.
However, for those paid every other week, it is much more difficult, and will require manually adding those in there... or going thru each month and changing the date.
this is really something that needs to be addressed. it is not a "feature request" - the feature is already there. it just doesn't work correctly.
Much more money comes out of my account in the last half of the month. With out being able to see my income in that half of the month I do not know what my "real balance" is. Mine says I have $700, but if I spend that I won't be able to pay the rent which is due after my next paycheck.
I understand, as of now, real balance only covers until the next paycheck but it is very misleading about how much money you have to spend or set aside for future bills.
There should be an option in the settings to set your real balance to cover 1, 2, 3, or 4 pay checks, as well as 15, 30, 60, and 90 days.
Most budgeting is done monthly because that's how bills come out. Without the ability to look at all of your upcoming transactions, incoming and outgoing for at least an entire month Quicken Online is missing necessary tools for accurate budgeting.
recuuring transaction(paycheck) not showing Jan 26, 2010 04:45 pm
This post is about: Quicken Online
This is my biggest complaint with the Quicken Online. I understand that you only want to show one instance of each recurring transaction, but this is a hassle for people who are paid weekly or bi-weekly.
It requires that we check a calendar to see what date the next instance occurs on and manually determine which bills have to be paid out of the current paycheck.
Can't you give us the option to choose how WE would prefer Quicken Online to behave in this regard? We're pretty smart...we can handle it.
Forums 
