Google Groups no longer supports new Usenet posts or subscriptions. Historical content remains viewable.
Dismiss
Resolving placeholder entries
1,157 views
Skip to first unread message
jo
May 20, 2012, 11:20:13 PM5/20/12
to
I let Quicken (11) enter placeholder entries for a large number of
preferred stocks which were recently purchased in an account. Because
of a problem I mentioned a while ago (either Quicken's or the
brokerage.. I haven't figured out which), although the existence of
the new securities is recognized, the transaction to buy them is
not. Because there were so many, I thought it was faster to let
Quicken adjust the holdings to get the right number of shares at least
and I would go back and enter the costs. I chose to enter the Buy
transaction for the ones I was correcting, but I see from the screen
that it is different from Buy screens for securities I've entered
directly (i.e not from the resolve placeholder screen). It does not
have an option for which account to subtract the cash from, and I can
now see that none of the total costs for these securities is getting
taken out of my cash balance for this account.
Quicken's help screen says that this is just how it is supposed to
work, although I don't understand why. It certainly isn't how *I* want
it to work,since it is now making it seem like I have more cash in the
account than I do. I don't know how to change this. What am I
missing and how can I get Quicken to do the logical (to me ) thing?
preferred stocks which were recently purchased in an account. Because
of a problem I mentioned a while ago (either Quicken's or the
brokerage.. I haven't figured out which), although the existence of
the new securities is recognized, the transaction to buy them is
not. Because there were so many, I thought it was faster to let
Quicken adjust the holdings to get the right number of shares at least
and I would go back and enter the costs. I chose to enter the Buy
transaction for the ones I was correcting, but I see from the screen
that it is different from Buy screens for securities I've entered
directly (i.e not from the resolve placeholder screen). It does not
have an option for which account to subtract the cash from, and I can
now see that none of the total costs for these securities is getting
taken out of my cash balance for this account.
Quicken's help screen says that this is just how it is supposed to
work, although I don't understand why. It certainly isn't how *I* want
it to work,since it is now making it seem like I have more cash in the
account than I do. I don't know how to change this. What am I
missing and how can I get Quicken to do the logical (to me ) thing?
John Pollard
May 21, 2012, 12:06:14 AM5/21/12
to
"jo" wrote
--------------------------------------------
Quicken *is* working as intended.
No transaction governed by a placeholder can change any cash balance.
A benefit of the intended operation is that users can get an investment
account setup when they do not have access to old transactions for the
account (or don't want to enter them all at once) and when they do not have
the account that funded the purchases (the account which contributed the
cash to the investment account) setup in Quicken.
If you plan to enter every transaction in the investment account, and you
have the account that is the source of the cash setup in Quicken, you don't
need the placeholders, and you may not want them.
To eliminate the problem, you can: delete the placeholders; delete any
transaction affected by the placeholders (the affected transactions will
have "N/A" in the "Cash Amt" column *); then re-enter the non-placeholder
transactions you deleted.
Alternatively, you could stick with your original plan (keep the
placeholders); but change the transactions that supplied the cash to the
investment account so they are not transfers into the investment account.
You could make them transfers back into the account in which they are
entered. Example: if the source of the cash is an account named "Checking
Account", you could change the transfers transactions in that account to
have "[Checking Account]" in their Category field, instead of "[Investment
Account]".
[ * There may also be "XIn" transactions with a non-zero amount in the "Cash
Amt" column and the text "Balancing Cash Adjustment" in the "Description"
field ... they will be automatically deleted when the transactions with
"N/A" in the "Cash Amt" field are deleted.]
Quicken *is* working as intended.
No transaction governed by a placeholder can change any cash balance.
A benefit of the intended operation is that users can get an investment
account setup when they do not have access to old transactions for the
account (or don't want to enter them all at once) and when they do not have
the account that funded the purchases (the account which contributed the
cash to the investment account) setup in Quicken.
If you plan to enter every transaction in the investment account, and you
have the account that is the source of the cash setup in Quicken, you don't
need the placeholders, and you may not want them.
To eliminate the problem, you can: delete the placeholders; delete any
transaction affected by the placeholders (the affected transactions will
have "N/A" in the "Cash Amt" column *); then re-enter the non-placeholder
transactions you deleted.
Alternatively, you could stick with your original plan (keep the
placeholders); but change the transactions that supplied the cash to the
investment account so they are not transfers into the investment account.
You could make them transfers back into the account in which they are
entered. Example: if the source of the cash is an account named "Checking
Account", you could change the transfers transactions in that account to
have "[Checking Account]" in their Category field, instead of "[Investment
Account]".
[ * There may also be "XIn" transactions with a non-zero amount in the "Cash
Amt" column and the text "Balancing Cash Adjustment" in the "Description"
field ... they will be automatically deleted when the transactions with
"N/A" in the "Cash Amt" field are deleted.]
jo
May 21, 2012, 1:24:24 PM5/21/12
to
didn't transfer cash into this account for these purchases; it was
already there as a result of accumulated dividents and sales. Thanks
for explaining the reason why placeholders work as they do. I knew
there had to be a valid reason,but just couldn't think of it. I sure
wish I could figure out why I lose transactions so often. i'm not sure
if they are always Buys of new securities, but at least most of them
are.
John Pollard
May 21, 2012, 2:43:07 PM5/21/12
to
"jo" wrote
I guess I'll have to take the delete placeholders approach because I
didn't transfer cash into this account for these purchases; it was
already there as a result of accumulated dividents and sales.
--------------------------------------------
There's another approach you can try. It might have been easier if you had
known to try it before you entered any Buy transactions, but it still could
work.
I think if you enter the Buy transaction with a transaction date later than
the placeholder, then Edit the Buy transaction to have the correct date,
Quicken will not link the Buy to the placeholder.
In your case, you can try Editing the Buy dates so they are later than the
placeholder date. If that removes the "N/A" and allows the Buy to alter the
cash balance, then you can change the date back to the correct date.
I guess I'll have to take the delete placeholders approach because I
didn't transfer cash into this account for these purchases; it was
already there as a result of accumulated dividents and sales.
There's another approach you can try. It might have been easier if you had
known to try it before you entered any Buy transactions, but it still could
work.
I think if you enter the Buy transaction with a transaction date later than
the placeholder, then Edit the Buy transaction to have the correct date,
Quicken will not link the Buy to the placeholder.
In your case, you can try Editing the Buy dates so they are later than the
placeholder date. If that removes the "N/A" and allows the Buy to alter the
cash balance, then you can change the date back to the correct date.
jo
May 22, 2012, 6:20:36 PM5/22/12
to
John Pollard
May 22, 2012, 9:18:06 PM5/22/12
to
"jo" wrote
Won't I end up with a Placeholder AND a Buy transaction?
--------------------------------------------
I assume so; but that doesn't mean there will be anything wrong.
Remember what the placeholder does. It just says: I own nnn shares of
security xyz on date mm-dd-yy. If that is correct, there is nothing to worry
about on the placeholder score.
Placeholders give some users problems; but usually it's because the user
doesn't understand how placeholders work.
If you understand placeholders, and know yours are correct, I don't see much
to worry about.
If you feel uncomfortable with placeholders ... take the "no placeholders in
my file" approach I outlined earlier.
Won't I end up with a Placeholder AND a Buy transaction?
I assume so; but that doesn't mean there will be anything wrong.
Remember what the placeholder does. It just says: I own nnn shares of
security xyz on date mm-dd-yy. If that is correct, there is nothing to worry
about on the placeholder score.
Placeholders give some users problems; but usually it's because the user
doesn't understand how placeholders work.
If you understand placeholders, and know yours are correct, I don't see much
to worry about.
If you feel uncomfortable with placeholders ... take the "no placeholders in
my file" approach I outlined earlier.
jo
May 26, 2012, 3:54:35 PM5/26/12
to
missing buys. I freely admit to being in the group of users who
doesn't understand enough about the nuances of placeholders, and I
don't have the luxury at the moment to experiment (limited hands-on-
keyboard problems). I wish I could figure out the pattern of why
transactions are being dropped so often, and it's almost exclusively
with Buys of new securities.
Ken
May 26, 2012, 4:31:05 PM5/26/12
to
On 5/26/2012 3:54 PM, jo wrote:
>
> I went with the no-placeholders approach and am slowly entering the
> missing buys. I freely admit to being in the group of users who
> doesn't understand enough about the nuances of placeholders, and I
> don't have the luxury at the moment to experiment (limited hands-on-
> keyboard problems). I wish I could figure out the pattern of why
> transactions are being dropped so often, and it's almost exclusively
> with Buys of new securities.
Jo, I often end up with placeholders after updating with Vanguard. As
>
> I went with the no-placeholders approach and am slowly entering the
> missing buys. I freely admit to being in the group of users who
> doesn't understand enough about the nuances of placeholders, and I
> don't have the luxury at the moment to experiment (limited hands-on-
> keyboard problems). I wish I could figure out the pattern of why
> transactions are being dropped so often, and it's almost exclusively
> with Buys of new securities.
near as I can tell, this happens when fractional shares are bought;
then, Quicken gets how many shares are actually owned, and the
fractional shares and the "actually owned" don't match up.
For example: Say there's a mutual fund reinvestment. Vanguard tells
Quicken that 1.22334473 shares have been bought. Say that's now added to
the previous 502.223 shares, and one ends up with 502.223 + 1.22334473 =
503.44634473 shares.
However, Vanguard then tells Quicken that it only has 503.446 shares in
my account - and Quicken responds by putting up a placeholder! The
amount in the placeholder is the difference between 503.446 and
503.44634473, or 0.00034473 (or something like that) shares.
Aggravating. The solution turns out to be a sequence more or less as
follows:
1. Open up the placeholder.
2. Click on "resolve". It'll list all the transactions that add up to
the total (given the example above, it would list 503.44634473) and the
difference between what Quicken and your financial institution think you
have. Click on the most recent transaction and edit same. Change the
number of shares bought by the difference (it can be positive or
negative, depending upon how Vanguard is doing the rounding), keep the
total the same, and let the price be what it is (a lot of the time, the
change in the number of shares is so small that Quicken doesn't change
the price..) after the change. Save that transaction, it'll put you back
in the placeholder, the missing shares (or too many) will go to zero,
and when you exit the "fix placeholders" dialog, it'll disappear from
the register.
YMMV.
Ken B.
jo
May 26, 2012, 5:01:13 PM5/26/12
to
only get them when Quicken and the update from my brokerage gets out
of sync. It isn't fractional shares, it's entire buy transactions, as
best as I can see. Quicken recognizes the new security but either
doesn't see or isn't sent the approprite Buy transaction, so I have to
make them manually if I want the portfolio tobalance with the
brokerage account. It's easy to recognize when it happens because I
do the comparison of holdings in the Online tab after an update and
all the discrepancies show up. I only got into the Placehold
discussion because I thought that it might faster if I allowed Quicken
to add the bulk of the information. Normally there wouldn't be so
many and I would fix the one or two dropped transactions, but this
time I had moved into a new account and the manager sold and bought a
lot of things to rebalance according to his strategy. Except for the
problem of not deducting the transaction amount from my cash position,
(which John has now explained to me), it would have worked. I gave up
and deleted them all and just will slowly add the actual transactions
into Quicken.
jo
Andrew
May 27, 2012, 11:49:13 AM5/27/12
to
I too use Vanguard for my investments, and have mutual funds, ETFs, and
brokerage accounts (ind stocks) with them (mixture of Roth IRA, regular
IRAs, and 'normal' taxable accounts). The point is I download a variety
of accounts with them virtually daily, and of course with cap gains when
I sell, reinvested dividends, and the like.
I NEVER have a problem with Vanguard and placeholders.
Are you sure you haven't done something in your Vanguard accounts that
cause Quicken to think you've got a different balance that Vanguard has?
I've never seen Vanguard (either in my own Quicken file or their myriad
of statements I get) tell me I have more than 4 decimal places of shares
(and for mutual funds, only 3 digits.)
Sounds to me (just my thought) that it isn't Vanguard that has a
problem, but perhaps your Q data file?
--
-------------------------------------------------------------
Regards -
- Andrew
Ken
May 27, 2012, 10:24:07 PM5/27/12
to
On 5/27/2012 11:49 AM, Andrew wrote:
Actually, I got of lot of the kinds of stuff that you list above.
However, the one that gives me all the pain is a 401K plan of my wife's.
As it happens, Vanguard keeps track of where all the contributions come
from; so, when one does get a reinvestment, Vanguard splits the same
reinvestment out up to four ways, depending upon the cash source:
Company contribution, employee pretax contribution, employee aftertax
contribution, and "Other Vesting". Not to mention "Unknown". If one
looks at the possible cash sources on a transaction, there's like seven
of them in there.
In any case, I got right here in front of me a reinvestment in a mutual
fund, all on the same date: 16.470 shares from one cash source, 4.787
shares from a different cash source, and 0.281 in a third. What I find
when all the dust settles is that Vanguard reports the holdings, based
on cash source, for the three significant digits after the decimal point
- but the amounts in each transaction sometimes have values in the 10e-4
down to the 10e-6 positions. It's those values that get flagged with
placeholders, every time.
So, I don't think it's my Quicken data file: It's been doing this for years!
Ken B.
However, the one that gives me all the pain is a 401K plan of my wife's.
As it happens, Vanguard keeps track of where all the contributions come
from; so, when one does get a reinvestment, Vanguard splits the same
reinvestment out up to four ways, depending upon the cash source:
Company contribution, employee pretax contribution, employee aftertax
contribution, and "Other Vesting". Not to mention "Unknown". If one
looks at the possible cash sources on a transaction, there's like seven
of them in there.
In any case, I got right here in front of me a reinvestment in a mutual
fund, all on the same date: 16.470 shares from one cash source, 4.787
shares from a different cash source, and 0.281 in a third. What I find
when all the dust settles is that Vanguard reports the holdings, based
on cash source, for the three significant digits after the decimal point
- but the amounts in each transaction sometimes have values in the 10e-4
down to the 10e-6 positions. It's those values that get flagged with
placeholders, every time.
So, I don't think it's my Quicken data file: It's been doing this for years!
Ken B.
Andrew
May 28, 2012, 9:46:27 AM5/28/12
to
(Fidelity, in my case). So perhaps because of this, and the rather
different handling you mentioned, this unfortunately manifests itself in
your case.
Skeleton
Mar 16, 2017, 8:34:08 AM3/16/17
to
replying to Ken, Skeleton wrote:
I have used Quicken since 1986, and only once - EVER - did I download
transactions from ANY institution. And that one time is a total disaster. I
had a company 401k account that was turned over to Vanguard. I balanced out
the company account manually and began the new Vanguard account entering
transactions up to a point, reconciled, and both accounts were in perfect
balance with complete correct history, perfect to number of shares, cost, and
price history . After the new account (Vanguard) had been entered manually
for a while, I did the Quicken download several times. From the start, the
downloads began to create placeholder transactions. Now, years later, I am
working on exporting my data to a 'real' relational database system, and the
placeholder transactions are causing huge problems with the import process.
Not sure why, but the attempt at downloading transactions taught me to never
do it again. As to the placeholder transactions, the relative data is not
presented intuitively. Quicken should NEVER, EVER do this. Just enter what
it has and don't try to second-guess what is missing. Anybody smart enough to
use Quicken should also be able to reconcile to a FI statement. Creating
make-believe data in my files is a huge problem that I can reconcile myself.
Now 15 years later I'm trying to go back and patch up their phony stuff so I
have REAL data and therefore REAL INFORMATION. Am I upset? Yes.
--
posted from
http://www.beansmart.com/quicken/resolving-placeholder-entries-39426-.htm
using BeanSmart's Web, RSS and Social Media Interface to
alt.comp.software.financial.quicken and other accounting and tax groups
I have used Quicken since 1986, and only once - EVER - did I download
transactions from ANY institution. And that one time is a total disaster. I
had a company 401k account that was turned over to Vanguard. I balanced out
the company account manually and began the new Vanguard account entering
transactions up to a point, reconciled, and both accounts were in perfect
balance with complete correct history, perfect to number of shares, cost, and
price history . After the new account (Vanguard) had been entered manually
for a while, I did the Quicken download several times. From the start, the
downloads began to create placeholder transactions. Now, years later, I am
working on exporting my data to a 'real' relational database system, and the
placeholder transactions are causing huge problems with the import process.
Not sure why, but the attempt at downloading transactions taught me to never
do it again. As to the placeholder transactions, the relative data is not
presented intuitively. Quicken should NEVER, EVER do this. Just enter what
it has and don't try to second-guess what is missing. Anybody smart enough to
use Quicken should also be able to reconcile to a FI statement. Creating
make-believe data in my files is a huge problem that I can reconcile myself.
Now 15 years later I'm trying to go back and patch up their phony stuff so I
have REAL data and therefore REAL INFORMATION. Am I upset? Yes.
--
posted from
http://www.beansmart.com/quicken/resolving-placeholder-entries-39426-.htm
using BeanSmart's Web, RSS and Social Media Interface to
alt.comp.software.financial.quicken and other accounting and tax groups
Ken Blake
Mar 16, 2017, 1:39:32 PM3/16/17
to
On Thu, 16 Mar 2017 12:34:01 GMT, Skeleton
<06904433c167cd8735...@example.com> wrote:
>replying to Ken, Skeleton wrote:
>I have used Quicken since 1986,
I've used it about the same length of time.
<06904433c167cd8735...@example.com> wrote:
>replying to Ken, Skeleton wrote:
>I have used Quicken since 1986,
> and only once - EVER - did I download
>transactions from ANY institution. And that one time is a total disaster.
never had a single problem.
Sharx35
Mar 16, 2017, 1:41:07 PM3/16/17
to
share prices. I'd rather manually input entries to my dozen accounts
rather than face an eternity of corrections.
Sharx35
Mar 16, 2017, 1:41:47 PM3/16/17
to
danbrown
Mar 16, 2017, 2:32:41 PM3/16/17
to
So, your "bullshit" is nothing but the usual "night soil" that we've come to expect from you.
Sharx35
Mar 16, 2017, 2:57:32 PM3/16/17
to
REGULARLY check them online, rather than waiting for the monthly
statement. Checking an account online is a lot faster AND easier AND
safer than doing a download. Get a life!
Ken Blake
Mar 16, 2017, 3:21:05 PM3/16/17
to
On Thu, 16 Mar 2017 11:41:45 -0600, Sharx35 <sha...@hotmail.com>
wrote:
I was simply relating my experience, which has been very different
from yours. You think I'm lying? Feel free to believe whatever you
want; it doesn't matter to me.
wrote:
from yours. You think I'm lying? Feel free to believe whatever you
want; it doesn't matter to me.
danbrown
Mar 16, 2017, 6:28:48 PM3/16/17
to
And my life is, demonstrably, better than yours if all you can do is issue profanity and nonsense like you latest drivel.
Sharx35
Mar 16, 2017, 7:09:29 PM3/16/17
to
proof that your life is unorganized and irrational. THREE should be more
than enough.
Porter Smith
Mar 16, 2017, 11:17:08 PM3/16/17
to
danbrown <db3...@yahoo.com> wrote in
news:6cb1b22b-e821-4e48...@googlegroups.com:
>
> By what figment of your twisted imagination is checking 6 credit
> cards, from 5 different banks/logins, faster than a One Step Update
> that's unattended? My computer does it automatically at 7am, 6 days a
> weeks.
>
How do you get the OSU to run automatically & unattended? (BTW I download
transactions from 12 accounts at 6 institutions. Don't know how I would do
this without OSU)
news:6cb1b22b-e821-4e48...@googlegroups.com:
>
> By what figment of your twisted imagination is checking 6 credit
> cards, from 5 different banks/logins, faster than a One Step Update
> that's unattended? My computer does it automatically at 7am, 6 days a
> weeks.
>
transactions from 12 accounts at 6 institutions. Don't know how I would do
this without OSU)
Sharx35
Mar 16, 2017, 11:59:44 PM3/16/17
to
together a la Dorothy in the Wizard of Oz?
danbrown
Mar 17, 2017, 12:27:43 PM3/17/17
to
Sharx35, I'd expect no less a racist reply from a ignorant jackass like you. And there's 6 because my wife and I, per the pre-nup, have separate accounts ... and 3 cards each!
Sharx35
Mar 17, 2017, 1:27:12 PM3/17/17
to
for the Reptiliary. Who knew?
Andrew
Mar 17, 2017, 2:35:41 PM3/17/17
to
danbrown wrote:
> Porter, take a look at Scheduled Updates. They're set to run automatically at 7am Monday thru Saturday on my computer. I just need to leave the computer on overnight.
Just a comment about this; when I last tried to do this automatically at
> Porter, take a look at Scheduled Updates. They're set to run automatically at 7am Monday thru Saturday on my computer. I just need to leave the computer on overnight.
night, either the WAKE UP FROM SLEEP function or (and this I seem to
remember is the more likely reason) is that I had to re-enter the
password vault to allow the 'automatic' D/L to occur.
So I turned it off since I wasn't at the keyboard when it automatically
got kicked off.
So, is this still an issue, or perhaps you don't use the vault password?
Porter Smith
Mar 17, 2017, 3:13:17 PM3/17/17
to
danbrown <db3...@yahoo.com> wrote in
news:7f492029-3bca-402e...@googlegroups.com:
> On Thursday, March 16, 2017 at 10:59:44 PM UTC-5, Sharx35 wrote:
>> On 2017-03-16 9:17 PM, Porter Smith wrote:
>> > danbrown <db3...@yahoo.com> wrote in
>> > news:6cb1b22b-e821-4e48...@googlegroups.com:
>> >
>> >> By what figment of your twisted imagination is checking 6 credit
>> >> cards, from 5 different banks/logins, faster than a One Step
>> >> Update that's unattended? My computer does it automatically at
>> >> 7am, 6 days a weeks.
>> >>
>> > How do you get the OSU to run automatically & unattended? (BTW I
>> > download transactions from 12 accounts at 6 institutions. Don't
>> > know how I would do this without OSU)
>>
>
news:7f492029-3bca-402e...@googlegroups.com:
> On Thursday, March 16, 2017 at 10:59:44 PM UTC-5, Sharx35 wrote:
>> On 2017-03-16 9:17 PM, Porter Smith wrote:
>> > danbrown <db3...@yahoo.com> wrote in
>> > news:6cb1b22b-e821-4e48...@googlegroups.com:
>> >
>> >> By what figment of your twisted imagination is checking 6 credit
>> >> cards, from 5 different banks/logins, faster than a One Step
>> >> Update that's unattended? My computer does it automatically at
>> >> 7am, 6 days a weeks.
>> >>
>> > How do you get the OSU to run automatically & unattended? (BTW I
>> > download transactions from 12 accounts at 6 institutions. Don't
>> > know how I would do this without OSU)
>>
>
> Porter, take a look at Scheduled Updates. They're set to run
> automatically at 7am Monday thru Saturday on my computer. I just need
> to leave the computer on overnight.
>
Thanks. You learn something new every day.
> automatically at 7am Monday thru Saturday on my computer. I just need
> to leave the computer on overnight.
>
danbrown
Mar 17, 2017, 5:16:05 PM3/17/17
to
We can now conclude that sharkmeat-for-brains never comes up with anything useful.
His posts are consistently nothing more the electronic masturbation.
danbrown
Mar 17, 2017, 5:18:41 PM3/17/17
to
And since only my wife and I live here, I'm not worried about snooping.
Sharx35
Mar 17, 2017, 8:07:31 PM3/17/17
to
Reptiliary.
danbrown
Mar 17, 2017, 9:01:04 PM3/17/17
to
BUT, then, we've all known all along that you have no logic skills.
Andrew
Mar 18, 2017, 9:58:42 AM3/18/17
to
Quicken startup, not at Windows start up. But I changed the options to
actually do the updates, so we'll see what happens tomorrow morning at 6
AM. Thanks for the pointer.
danbrown
Mar 20, 2017, 12:57:49 PM3/20/17
to
Andrew
Mar 20, 2017, 6:49:30 PM3/20/17
to
So where exactly is the option to specify to enter password at Window's
startup (As opposed to at Quicken startup, or when one initiates a
manual update.) I don't see such an option (I'm on Q 2017 D).
Sherlock
Mar 20, 2017, 9:14:35 PM3/20/17
to
danbrown
Mar 21, 2017, 1:15:24 PM3/21/17
to
Andrew
Mar 22, 2017, 10:44:10 AM3/22/17
to
danbrown wrote:
.....
.....
>>
>> The option should appear on the "Scheduled Updates" window.
>
> TOOLS, Schedule Updates ... there's a radio button to specify either "At Windows Startup" or "Before each scheduled update"
>
Thanks danbrown; I'll give it another shot.
>> The option should appear on the "Scheduled Updates" window.
>
> TOOLS, Schedule Updates ... there's a radio button to specify either "At Windows Startup" or "Before each scheduled update"
>
Andrew
Mar 23, 2017, 7:27:29 AM3/23/17
to
Andrew wrote:
> danbrown wrote:
> .....
>>>
>>> The option should appear on the "Scheduled Updates" window.
>>
>> TOOLS, Schedule Updates ... there's a radio button to specify either
>> "At Windows Startup" or "Before each scheduled update"
>>
>
> Thanks danbrown; I'll give it another shot.
>
So again, doesn't work for me. Even though it says 'Windows startup', I
> danbrown wrote:
> .....
>>>
>>> The option should appear on the "Scheduled Updates" window.
>>
>> TOOLS, Schedule Updates ... there's a radio button to specify either
>> "At Windows Startup" or "Before each scheduled update"
>>
>
> Thanks danbrown; I'll give it another shot.
>
have my PC's POWER settings to go to sleep in 30 minutes of inactivity.
Nothing happens at the scheduled time for Quicken. When I come back
in the morning to jiggle the mouse, at THAT time Quicken wakes up when
it asks me for the Password...so I have to be at the keyboard anyway.
Just might as well go back to a manual update when I wake the machine up
as I'm used to doing.
Not a big deal to wait for the few minutes it takes for the OSU.
danbrown
Mar 23, 2017, 1:37:43 PM3/23/17
to
And, I simply don't know if the Scheduled Update program can awake a computer from sleep. But, that might indeed be the final stumbling block.
Andrew
Mar 24, 2017, 8:11:34 AM3/24/17
to
had the vault open and closed many times since (I shut down Q after I
use it). But it is true perhaps that might make a difference, so I will
reboot after this AM (and changing the setting again!) and report back
in the next few days.
Thanks danbrown.
John Pollard
Mar 24, 2017, 9:46:27 AM3/24/17
to
"Andrew" wrote:
Actually, I didn't since last reboot was at least 5 days ago and I've
had the vault open and closed many times since (I shut down Q after I
use it). But it is true perhaps that might make a difference, so I will
reboot after this AM (and changing the setting again!) and report back
in the next few days.
--------------------------------------------------------
Actually, I didn't since last reboot was at least 5 days ago and I've
had the vault open and closed many times since (I shut down Q after I
use it). But it is true perhaps that might make a difference, so I will
reboot after this AM (and changing the setting again!) and report back
in the next few days.
See if there is anything you can use in this Quicken Community discussion:
https://getsatisfaction.com/quickencommunity/topics/is-there-a-way-to-wake-up-windows-7-from-sleep-mode-to-do-a-scheduled-one-step-update-and
Andrew
Mar 25, 2017, 8:24:36 AM3/25/17
to
forgot to reboot yesterday anyway.
0 new messages