Typing error correction?


A

Antares 531

I have another problem with correcting my errors in Quicken 2010
Premier Release R10. I made a simple typo in the Memo slot for one of
my entries, and can not figure out how to change this. I tried editing
the Investing window and this seems to have worked okay but it didn't
change the error in the same Memo note in the Banking window.

I tried editing this Memo in the Banking window and got the same error
message I have received any time I tried to make a change in the
Banking window..."You should make this change from the Investment
Account to avoid losing transaction detail. Click Go to Transfer from
the Edit menu."

Is there any workable way to edit a Memo in the Banking window?

Thanks, Gordon
 
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J

jslcr1

I have another problem with correcting my errors in Quicken 2010
Premier Release R10. I made a simple typo in the Memo slot for one of
my entries, and can not figure out how to change this. I tried editing
the Investing window and this seems to have worked okay but it didn't
change the error in the same Memo note in the Banking window.

I tried editing this Memo in the Banking window and got the same error
message I have received any time I tried to make a change in the
Banking window..."You should make this change from the Investment
Account to avoid losing transaction detail. Click Go to Transfer from
the Edit menu."

Is there any workable way to edit a Memo in the Banking window?

Thanks, Gordon
You should be able to open your register and go to the transaction you
want to edit and fix the Memo.
Open the register - go to your transaction - click on the Memo box -
type in the correct info and then click enter
http://i886.photobucket.com/albums/ac69/jl747/RegisterColumnHeader.jpg
 
A

Antares 531

You should be able to open your register and go to the transaction you
want to edit and fix the Memo.
Open the register - go to your transaction - click on the Memo box -
type in the correct info and then click enter
http://i886.photobucket.com/albums/ac69/jl747/RegisterColumnHeader.jpg
It seems that this should work but, so far, I've not been able to get
it to. I have gone to the Investing register and made the Memo change,
then pressed the Enter key. The Memo change looks right in this
register but when I go to the Banking register the change did not
occur. That is, the original Memo note with its error remains
unchanged.

I'm wondering if maybe I have to change the Clr column from R to c or
blank, but I haven't yet figured out how to do this.
 
J

John Pollard

Antares said:
It seems that this should work but, so far, I've not been able to get
it to. I have gone to the Investing register and made the Memo change,
then pressed the Enter key. The Memo change looks right in this
register but when I go to the Banking register the change did not
occur. That is, the original Memo note with its error remains
unchanged.
Changing payee or memo data in transfers does not propagate the change to
the other half of the transfer ... regardless of the account types
involved.
I'm wondering if maybe I have to change the Clr column from R to c or
blank, but I haven't yet figured out how to do this.
You would select the transaction, click on the two periods after the "R"
and select "c" or space in the resulting drop down. But this won't help
with changing the memo in the linked checking account.

For that I believe you have to delete the investment account transaction
and re-enter it with the desired text in the memo field.
 
T

TomYoung

Changing payee or memo data in transfers does not propagate the change to
the other half of the transfer ... regardless of the account types
involved.
Has this behavior changed within Quicken somewhere along the line? I
very seldom make these changes yet it seems to me that in earlier
Quicken versions changes in payee or memo *would* be reflected in the
offsetting account. If I'm correct that this is a change in the
programming, it sure doesn't make any sense to me.

Tom Young
 
A

Antares 531

Has this behavior changed within Quicken somewhere along the line? I
very seldom make these changes yet it seems to me that in earlier
Quicken versions changes in payee or memo *would* be reflected in the
offsetting account. If I'm correct that this is a change in the
programming, it sure doesn't make any sense to me.

Tom Young
I also have made such changes in my older version, but I've tried
everything I can think of with my R10 version and simply can not edit
the Memo information without deleting the whole transaction then
starting over from the beginning....and hope that I don't make any
typos, again.

This isn't a critical problem. I can live with a few typo errors in
those text blocks but it sure seems strange that they can't be edited
and corrected.

Gordon
 
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J

John Pollard

TomYoung said:
Has this behavior changed within Quicken somewhere along the line? I
very seldom make these changes yet it seems to me that in earlier
Quicken versions changes in payee or memo *would* be reflected in the
offsetting account. If I'm correct that this is a change in the
programming, it sure doesn't make any sense to me.
I just checked in Q2002; it works the same. I don't have anything earlier
installed.

Actually, I think it's a good idea not to have changes to payee and memo
automatically propagate. If they did, you would never be able to have a
different payee name or memo text in each half of a transfer. The way it
is now, if you want the two halves to contain the same payee and memo, you
get that automatically when a new transfer is added; and if you want the
two halves to be the same after changes, you can make them so.
 
B

Bob Wang

Another way to do it is to just cut the investment side transaction and
paste it.
That will make the checking half record the same memo.
 
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J

John Pollard

Bob said:
Another way to do it is to just cut the investment side transaction
and paste it.
That will make the checking half record the same memo.
Good point. That effectively deletes, and re-adds, the transaction.
 

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