Quicken auto-fill is CRAZY!

I've had a lot of trouble the past two months in paying my Visa bill. Quicken has memorized a payment I made months ago and always tries to insert this info into the fill-in form when I select that account. If I try to change the total amount, it flips back to the old amount. Today I spent close to an hour itemizing expenses and repeating the math because there was a large negative balance at the bottom of the itemization. I went back to the main interface and found it had taken out the total I put in and put the old total in its place. I filled in the new total again and pressed "Enter". Quicken switched my total to a negative number and then gave me an error message that it can't pay a negative amount. Then it totally erased all my itemization and substituted the old one in its place, so all my work is wasted and I can't pay my Visa bill. This sucks!

Best Answer

  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    Accepted Answer
    I don't know the answer to your problem but are you entering the charges the right way?

    Just in case you are entering your credit card bills  the wrong way…..
    The proper way is to set up a credit card ACCOUNT and enter the charges into it when the purchase is made and assigning it to a category. Then when you pay the credit card bill you TRANSFER the payment from your checking account to the credit card account (not a category).   Then if or when you download the payment from the bank you match it to the one you already entered.

    When you enter the payment in your checking account you put the credit card account name in for the category using square brackets around the name to indicate it is a transfer...like this… [credit card] or newer Mac versions have a separate Transfer column.

    I used to do it the wrong way for years!  Then I wised up and now enter them properly. I would split my credit card payment into all the categories on one transaction in my checking account. And since I always pay more than the bill I would need to figure the difference and put it to another category.  But then I needed to have them entered on the date the charges actually happened. So I finally set up a credit card account. It makes it much easier to enter and balance!

Answers

  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    Accepted Answer
    I don't know the answer to your problem but are you entering the charges the right way?

    Just in case you are entering your credit card bills  the wrong way…..
    The proper way is to set up a credit card ACCOUNT and enter the charges into it when the purchase is made and assigning it to a category. Then when you pay the credit card bill you TRANSFER the payment from your checking account to the credit card account (not a category).   Then if or when you download the payment from the bank you match it to the one you already entered.

    When you enter the payment in your checking account you put the credit card account name in for the category using square brackets around the name to indicate it is a transfer...like this… [credit card] or newer Mac versions have a separate Transfer column.

    I used to do it the wrong way for years!  Then I wised up and now enter them properly. I would split my credit card payment into all the categories on one transaction in my checking account. And since I always pay more than the bill I would need to figure the difference and put it to another category.  But then I needed to have them entered on the date the charges actually happened. So I finally set up a credit card account. It makes it much easier to enter and balance!

  • jmrhide
    jmrhide Member ✭✭
    I've been a Quicken user for decades and never had a problem like the one I described above until the past few months. I talked to somebody at "Support" and she told me my data-file is probably corrupted so I would need to discard it and start a new one. This advice didn't please me, especially since attempts to "Validate and Repair" didn't show any error.

    The awkward work-around I've developed is to get into the itemization and then use the "Adjust" button at the bottom. That allows me to install my total billed amount into the proper square on the main window. It remains a real kludge, and makes me wonder whether the new Quicken is worth the higher cost.