How do I set up Quicken to automatically enter existing deposits on business days only?

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tjbuki
tjbuki Member ✭✭

I have several deposits that are automatically entered on a given day if each month. How do I change the deposit dates to business days only?

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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓
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    There's no way, in Q to limit a transaction to "business days".

    If you want only "business days" in your account register, you'll need to do that manually.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓
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    There's no way, in Q to limit a transaction to "business days".

    If you want only "business days" in your account register, you'll need to do that manually.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • tjbuki
    tjbuki Member ✭✭
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    Sounds like an opportunity for improvement!

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    The problem with your suggestion is that "Business Days" vary from state to state, with State holidays existing in many locations. Also, for example, some locales celebrate the day after Thanksgiving as a holiday also.

    The only way that I can envision this happening is if the user was required to maintain the "business days" calendar.

    But Note that Q is intended to be a Personal Financial Manager, not Business. Even the Business functions included are oriented towards small personal-service type businesses.

    Lastly, I frequently do banking on Saturday making deposits/etc on that day. Should Saturday thus be a "business day"?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    edited May 19
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    It seems to me you could use a reminder that is set to only use business days, and then when the actual transaction it would match to that reminder, and it should keep the date that was set by the reminder/date of transaction (but not the posting date used for the reconciling).

    Personally, I haven't used the "only business days" option so I don't know how good it works:

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  • Richard Schreyer
    Richard Schreyer Member ✭✭
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    Don't see that option in Quicken Deluxe Rel 56.9…What version of Quicken are you using?

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    On the "Add Income Reminder" dialog, click the "Remind Me …" Change link and see if you find the "Business days" option there.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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