Home | Products | Support | Downloads | Company | View Cart

 
 

Pocket Quicken and Quicken 2004

 
 

Quicken 2004 for Windows

Topics


Transaction Matching

Beginning with Quicken 2001, the method by which transactions are accepted into the Quicken register on your desktop was altered when compared to Quicken 99 or 2000. Quicken attempts to match transactions to prevent duplication using a Compare to Register feature. In some cases however, Quicken may match transactions incorrectly.

The Compare to Register feature of Quicken 2004 affects the following:

  • Pocket Quicken transactions

  • Financial Institution downloads

  • QIF imports

  • WebEntry transactions

  • QuickEntry imported data

  • Bank Sync imported data

Please review your Pocket Quicken transactions that have been sent to Quicken 2004 prior to accepting them, ensuring that the Status indicates New.

If the Status of a transaction indicates Match and that transaction does not match a transaction already on the desktop, you can do one of two things:

  1. Make all Transactions New
    A new feature in Quicken 2004 is the addition of a Make All New button. If you are sure that all of your Pocket Quicken transactions are new and do not match any transactions in the Quicken register, select this item from the Edit menu so that you can changes all transactions at once into new transactions.

  1. Make Individual Transactions New
    Tap Edit button to the right of the transaction and then select Make New to change your matched transaction into a new transaction.

Note: Quicken 2004 will eliminate any transaction that has a status of Match, in order to prevent a duplicate from being entered into your Quicken register.

As a result, it is important that you review your Pocket Quicken entries carefully and to Unmatch those that are not matching transactions before tapping the or buttons.

Passwords

To increase security, Intuit implemented desktop authentication of the Quicken File Password when the file is accessed by an outside application.

During a sync with a password protected Quicken data file, the following dialog box will appear on the desktop:

This box will appear whether or not you have set your Quicken password within Pocket Quicken.

This is a new feature in Quicken 2004, and is not something that LandWare has control over.

If you have a password on your Quicken data file, the impact of this feature on Pocket Quicken is that:

  • Every sync with Pocket Quicken will require that you manually enter your password into the dialog box that appears on your desktop computer.

  • A remote sync with Quicken is no longer possible as your desktop computer will be prompting for a password. Since you are not by your computer, you will not be able to enter this password.

Again, this feature is a functional change in Quicken and is not something that LandWare has control over.

 


Copyright © 1995-2008 LandWare, Inc. All rights reserved •
Policies