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Author: patmutz One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 10381  
Subject: Scheduled transaction Date: 10/2/2001 7:43 PM
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I searched back through the board; if I missed this, I apologize. I used to pay my auto insurance by check. A few months ago, I set it up so the payment is automatically withdrawn from my checking account. I then set up this payment as a scheduled transaction in Quicken. The problem is that it brings up the transaction with the last check number I used for this payment. I have tried deleting it from both scheduled and memorized transactions and then reentering it, but the next time it brings up the transaction, the check number is there and I have to manually delete it. Is there some way to get rid of this, or do I just have to live with it?
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Author: Tuni Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 2108 of 10381
Subject: Re: Scheduled transaction Date: 10/3/2001 9:37 AM
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Patmutz,
Maybe instead of using the check number, you can put a "EFT" next to the scheduled transaction????

It might work....???
t

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Author: BankerNoMore Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 2115 of 10381
Subject: Re: Scheduled transaction Date: 10/3/2001 2:32 PM
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Patmutz,

Tuni's reply should work for you but if you want the EFT to default into the next scheduled entry, I think you'll need to have the last entry in your register be an EFT transaction. When you set up the scheduled transaction Quicken seems to pull whatever the type was (Check Number, EFT, DEP, etc) from the last entry that seems to match it in the register and just defaults the same thing each time (and stupidly uses the same check number instead of switching to next check number). So try updating your last register entry to show the EFT (instead of a check number) and then see if the scheduled transaction posts right. You may need to delete the scheduled transaction and re-set up for it to notice the new EFT in the register though...

Good luck,
Dave



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Author: patmutz One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 2124 of 10381
Subject: Re: Scheduled transaction Date: 10/3/2001 11:00 PM
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Well, I'm getting closer. I finally got rid of the check number. What I did differently this time was remove the transaction from both the memorized and scheduled transaction, exited Quicken, and then reentered the scheduled transaction the next time I opened it. I still can't seem to get it to automatically mark it as an EFT - the field is blank (in fact, the same is true for all my scheduled transactions - I have to enter EFT manually). Thanks for your help.

Pat

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