What happened to my balance column?
in [Quicken]
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From: XS11E on 22 Feb 2010 22:43 "Don" <burnettedclothes(a)hotmail.com> wrote: > This morning I get notified there is an update to Quicken Deluxe > 2010, R7, so I went ahead and let it download and install the > update. > > Now, in my two checking accounts , I no longer have a balance > field at the far right, showing my balance after each transaction. I updated yesterday, the field is still there? I know that's not much help but it's not R7, it's something you did that made the field vanish. -- XS11E, Killing all posts from Google Groups The Usenet Improvement Project: http://twovoyagers.com/improve-usenet.org/
From: TomYoung on 22 Feb 2010 23:50 On Feb 22, 6:35 pm, "Don" <burnettedclot...(a)hotmail.com> wrote: > "TomYoung" <sombo...(a)gmail.com> wrote in message > > news:0a62972d-69fb-4844-b0d6-9c642d1bbd09(a)u19g2000prh.googlegroups.com... > > > > > On Feb 22, 4:54 pm, "Andrew" <and...(a)jkl.com> wrote: > >> TomYoung wrote: > > >> > If you sort by cleared status the sort order is "R", "c" then " ", and > >> > then by date. The register also provides a visual clue as to the > >> > separation of "today's date and prior" vs. "after today's date." > >> > Having balance figures gives you "today's" balance as well as an easy > >> > calculation of checks outstanding (in my case, I don't have any > >> > deposits in transit or other un-cleared transactions). That > >> > information can be useful if you're really managing your cash > >> > tightly. > > >> I sort REGISTER sorts quite often by different columns for good reasons - > >> not in REPORTS. One example is that at the end of the month when I have > >> my > >> bank statement returned, there's a section of check included in numerical > >> order with amounts at the end. I therefore sort by CHECK NUMBER and > >> those > >> that have cleared I move my PAPER copies (modern day carbon copies) into > >> my > >> 'month' file. > > >> If I wish to find a 'large' denomination deposit without remembering what > >> the value was or what PAYEE I might have used, I sort by DEPOSIT column. > >> Granted I don't use the ending balance in these register sorts, but I am > >> not > >> sure I agree with the earlier statement "There are valid reasons to sort > >> transactions in > >> other orders, of course; that is what we do in Reports, not in > >> Registers." > >> Why run a report to sort, when the information is readily available by > >> clicking a column heading in the register? That's what it's there for! > > >> Or maybe I missed R.C.'s point about only sorting in REPORTS? > > > Yes, I think you did miss his point. The OP was bemoaning the > > disappearance of the balance column when he sorted by "cleared" > > status. R.C. pointed out that any sort other than by date makes the > > balance column pretty meaningless, "correct" only in a mathematical > > sense, so why be upset if the balance doesn't appear? > > > Do a sort of your register by "Amount" and you'll see what he's > > getting at. That sort starts with the largest deposit and works down > > to the smallest deposit, then switches over to the smallest payment > > and works up to the largest. Every number in the balance column for > > this report is meaningless, except for the very last balance figure. > > > Tom Young > > Speaking just for myself, my sort by cleared status sorts all cleared by > date, with only the uncleared not necessarily being by date - of course once > they clear, then they get sorted by the appropriate date. > > Perhaps it is meaningless, but I myself found it useful rather than just > having one ending balance at the bottom... and it was there, in Quicken 2010 > prior to R7, and many Quicken versions preceding it. Now it is not. > See my first post on this topic. I thought sort by "cleared" status useful. Tom Young
From: Don on 23 Feb 2010 07:57 "XS11E" <xs11eNO(a)SPAMyahoo.com> wrote in message news:Xns9D27D2D73A072xs11eyahoocom(a)127.0.0.1... > "Don" <burnettedclothes(a)hotmail.com> wrote: > >> This morning I get notified there is an update to Quicken Deluxe >> 2010, R7, so I went ahead and let it download and install the >> update. >> >> Now, in my two checking accounts , I no longer have a balance >> field at the far right, showing my balance after each transaction. > > I updated yesterday, the field is still there? > > I know that's not much help but it's not R7, it's something you did > that made the field vanish. > > -- You are probably not sorting by cleared status? I can change my sort to " sort by date ", and the column is there. Only when it is " sort by cleared" does it no longer exist, which is the sort I prefer - and this chanced with R7. Thanks, -- Don
From: Andrew on 23 Feb 2010 08:05 TomYoung wrote: > On Feb 22, 4:54 pm, "Andrew" <and...(a)jkl.com> wrote: >> TomYoung wrote: >> >>> If you sort by cleared status the sort order is "R", "c" then " ", >>> and then by date. The register also provides a visual clue as to the >>> separation of "today's date and prior" vs. "after today's date." >>> Having balance figures gives you "today's" balance as well as an >>> easy calculation of checks outstanding (in my case, I don't have any >>> deposits in transit or other un-cleared transactions). That >>> information can be useful if you're really managing your cash >>> tightly. >> >> I sort REGISTER sorts quite often by different columns for good >> reasons - not in REPORTS. One example is that at the end of the >> month when I have my bank statement returned, there's a section of >> check included in numerical order with amounts at the end. I >> therefore sort by CHECK NUMBER and those that have cleared I move my >> PAPER copies (modern day carbon copies) into my 'month' file. >> >> If I wish to find a 'large' denomination deposit without remembering >> what the value was or what PAYEE I might have used, I sort by >> DEPOSIT column. Granted I don't use the ending balance in these >> register sorts, but I am not sure I agree with the earlier statement >> "There are valid reasons to sort transactions in >> other orders, of course; that is what we do in Reports, not in >> Registers." Why run a report to sort, when the information is >> readily available by clicking a column heading in the register? >> That's what it's there for! >> >> Or maybe I missed R.C.'s point about only sorting in REPORTS? > > Yes, I think you did miss his point. The OP was bemoaning the > disappearance of the balance column when he sorted by "cleared" > status. R.C. pointed out that any sort other than by date makes the > balance column pretty meaningless, "correct" only in a mathematical > sense, so why be upset if the balance doesn't appear? > > Do a sort of your register by "Amount" and you'll see what he's > getting at. That sort starts with the largest deposit and works down > to the smallest deposit, then switches over to the smallest payment > and works up to the largest. Every number in the balance column for > this report is meaningless, except for the very last balance figure. > > Tom Young Oh, ok Tom. Yes, I understand about the balancesdiscussion. I was only commenting on the comment about the line "There are valid reasons to sort transactions in other orders, of course; that is what we do in Reports, not in Registers." without tying it to ALSO thinking the balance was in play here (not sure why doing that in a REPORT would be different in that case, but whatever). My only point was that there's lots of reason to sort data in registers. You also cited a good reason too. Peace to all. -- ------------------------------------------------------------- Regards - - Andrew
From: R. C. White on 23 Feb 2010 08:49
Hi, Don. When you "sort by cleared", you should get what is essentially a bank reconciliation. That is, after your last Cleared transaction, the balance on that line should be exactly what is shown on your bank statement at that point. Items in your Register after that line represent "reconciling items". Those are items that YOU know about, but the bank does not yet. When your bank clears these items, the bank's balance will be the same as your Ending Balance. (Of course, the bank may know about some items - such as direct deposits and bank charges - that you haven't learned about yet. Until you enter these, they won't show up in your Register or balance, no matter how you sort.) This MAY be of some value if you need to know the BANK'S balance between statement dates. But if you know which items have cleared, that information must have come from the bank - so you probably already know the bank's current balance, too, without having to go through this "record-then-sort-by-cleared" exercise. RC -- R. C. White, CPA San Marcos, TX (Retired. No longer licensed to practice public accounting.) rc(a)grandecom.net Microsoft Windows MVP (Using Quicken Deluxe 2010 and Windows Live Mail in Win7 x64) "Don" <burnettedclothes(a)hotmail.com> wrote in message news:keGdnXt-4bteTR7WnZ2dnUVZ_r-dnZ2d(a)giganews.com... > > "XS11E" <xs11eNO(a)SPAMyahoo.com> wrote in message > news:Xns9D27D2D73A072xs11eyahoocom(a)127.0.0.1... >> "Don" <burnettedclothes(a)hotmail.com> wrote: >> >>> This morning I get notified there is an update to Quicken Deluxe >>> 2010, R7, so I went ahead and let it download and install the >>> update. >>> >>> Now, in my two checking accounts , I no longer have a balance >>> field at the far right, showing my balance after each transaction. >> >> I updated yesterday, the field is still there? >> >> I know that's not much help but it's not R7, it's something you did >> that made the field vanish. >> >> -- > > You are probably not sorting by cleared status? > I can change my sort to " sort by date ", and the column is there. Only > when it is " sort by cleared" does it no longer exist, which is the sort I > prefer - and this chanced with R7. > > > Thanks, > > -- > Don |