Old Quicken 2007 Mac

scwerden

In old Quicken 2007 (Mac) there way an option in Transactions to essentially "IGNORE" a transaction which put the transaction in a limbo state. It did not erase the transaction just ignored it and left it in place and did not change or affect the balance.

Did I miss something?
Thanks
Stowell

jacobs

Well, you can certainly edit the name if you wish. Just be aware that this will create a separate Payee in your database (e.g. "Bob Smith" and "Void-Bob Smith".)

I think to discourage this, the developers made Quicken not accept "VOID" as the first four characters of a Payee name; if you type "VOID-Bob Smith", when you save the transaction, Quicken will change it to "-Bob Smith". You can type "void" or "Void" or "*VOID*" or "V O I D" in front of the Payee name -- anything but "VOID".

John_in_NC

I don't remember any "Ignore" function in any of the old Quicken for Mac versions. But, I suspect you might be thinking about "VOID." It keeps the transaction and zeros it out with VOID being added to the Payee.

The new versions does not have this.

scwerden

You are correct "VOID" was the option - need this back, hopefully soon!

jacobs

@scwerden  All the Void command in Quicken 2007 did was (1) set the transaction  amount to zero and (2) added VOID in front of the Payee name. So in current Quicken Mac, you can do the same thing without a special command if you wish -- change the amount to zero and edit the Payee name.

Now, I suggest doing it a little differently: (1) Use the Memo field to enter "VOID" and the original dollar amount (plus, optionally, a reason). (2) Then change the dollar amount to zero. I would not change the Payee name, because if you search for this Payee in the future, you want to find this voided transaction.

scwerden

Thanks - Yes, the memo field will do the trick, but changing the name as you say is no good, I would still prefer "VOID" preceding the name.

jacobs

Well, you can certainly edit the name if you wish. Just be aware that this will create a separate Payee in your database (e.g. "Bob Smith" and "Void-Bob Smith".)

I think to discourage this, the developers made Quicken not accept "VOID" as the first four characters of a Payee name; if you type "VOID-Bob Smith", when you save the transaction, Quicken will change it to "-Bob Smith". You can type "void" or "Void" or "*VOID*" or "V O I D" in front of the Payee name -- anything but "VOID".