asp.net c# barcode reader / Automating Transactions and Tasks in Software

Drawing PDF-417 2d barcode in Software / Automating Transactions and Tasks

7 / Automating Transactions and Tasks
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Record transactions several days in advance. You don t have to wait until you make a payment or deposit to record the associated transaction. You can enter transactions in advance so your account register reflects both the current and future balances. Just be sure to enter the transaction due dates rather than entry dates when entering them into Quicken. I especially like doing this for payments, because Quicken can clearly show me that even if I have a nice fat balance today, transactions due over the next few days may leave considerably less to work with. I use this, in effect, as a very short-term forecasting tool. (Quicken s Cash Flow Forecast feature, which I cover in 18, does a better job of predicting the future.) Set up reminders based on how often you use Quicken. When you schedule a transaction and indicate that Quicken should prompt you to enter it, you can specify the number of days in advance that you should be reminded. Set this value based on how often you use Quicken. For example, if you use Quicken only once a week, set this value to 10. If you use Quicken every other day, set it to 4. This way, you re sure to be reminded in time to enter a scheduled transaction and make the payment or deposit associated with it. Remember that scheduling a transaction is not the same as recording it.
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You must record a transaction to have it appear in the appropriate register, print a check for it, or send an online payment instruction for it. Scheduling the transaction is only part of the job the big part. You still have to make sure each transaction is entered in a timely manner. That s why I recommend using automatic entry and reminders whenever possible so you don t forget to finish the transaction entry job.
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Creating a Scheduled Transaction
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You create a scheduled transaction in Quicken with the Add Transaction Reminder dialog, which is shown in Figure 7-3. To open this dialog, choose Banking | Scheduled Bills & Deposits List or press CTRL-J to display the All Bills & Deposits tab of the Scheduled Bills & Deposits window, which is shown in Figure 7-2. Then choose Scheduled Bill or Deposit from the Create New menu on the button bar. I should mention here that there are a number of different versions of this dialog, depending on how you access it. For example, if you click the Add Bill button in the Bill Reminders area of the Setup tab s Overview subtab (shown next), the Add Bill Reminder dialog appears. Similarly, if you click the Add Other Income button in the Income and Transfer Reminders area (also shown next), the Add Income Reminder dialog appears. These dialogs and others like it all enable
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Figure 7-2 The Scheduled Bills & Deposits window lists all recurring and one-time bills, deposits, and other scheduled transactions.
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7 / Automating Transactions and Tasks
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you to perform pretty much the same task: schedule a transaction. The Add Transaction Reminder dialog, however, makes it possible to schedule most kinds of transactions simply select one of the Type options at the top of the dialog (refer to Figure 7-3) while the other dialogs are for specific types of transactions. No matter which dialog you open, you can use it to enter information about the transaction, including the account, payee, category or transfer account, memo, and scheduling information. You can click the Split button to enter more than one category for the transaction. When you re finished setting up the transaction, click OK to save it. The Add Transaction Reminder dialog has quite a few options, some of which don t appear elsewhere in Quicken. Here s a closer look at each of them.
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The Who part of the dialog enables you to specify who you are paying (for bill or payment) or who has paid you (for income, deposit, or transfer). You can enter text in the field or choose a QuickFill transaction from the drop-down list. Clicking the Address button enables you to enter an address for the person or entity in the field.
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Figure 7-3 Use the Add Transaction Reminder dialog to add transactions for bills, deposits, and other items.
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