Change category in Quicken

Docfxit · October 4, 2014

I would like to change the category in a lot of entries in Quicken 2014.

When I run my script compiled the send isn't sending into the focused box.

QuickenChangeCatagory.au3

Opt("WinWaitDelay",100)
Opt("WinTitleMatchMode",4)
Opt("WinDetectHiddenText",1)
Opt("MouseCoordMode",0)
Opt("SendKeyDelay", 100)
#include <GuiEdit.au3>

WinWait("Quicken 2014 Rental Property Manager - QuickenCurrentCpy2 - [Primary]","Downloaded Transacti")
If Not WinActive("Quicken 2014 Rental Property Manager - QuickenCurrentCpy2 - [Primary]","Downloaded Transacti") Then WinActivate("Quicken 2014 Rental Property Manager - QuickenCurrentCpy2 - [Primary]","Downloaded Transacti")
WinWaitActive("Quicken 2014 Rental Property Manager - QuickenCurrentCpy2 - [Primary]","Downloaded Transacti")

_GUICtrlEdit_GetSel("QREdit1")
Send("^{Insert}")    ;I want to highlight anything that is in the field so the next line will overwrite it
Send("electric")      ;This is the new catagory          ~*~*~*~*~  This doesn't send
Sleep(2000)
Send("{TAB}")
Sleep(200)
Send("{ALTDOWN}a{ALTUP}{UP}{UP}")     ;This will save the entry and move to the next entry up   ~*~*~*~*~   This does work

Before I run the script I have the correct category field selected with the mouse.

This is what the AutoIt Window Info shows for the category field:

>>>> Window <<<<
Title:  Quicken 2014 Rental Property Manager - QuickenCurrentCpy2 - [Primary]
Class:  QFRAME
Position:   9, 31
Size:   1329, 810
Style:  0x11000000
ExStyle:    0x00000000
Handle: 0x00010954

>>>> Control <<<<
Class:  QREdit
Instance:   1
ClassnameNN:    QREdit1
Name:   
Advanced (Class):   [CLASS:QREdit; INSTANCE:1]
ID: 3
Text:   
Position:   388, 315
Size:   187, 14
ControlClick Coords:    82, 5
Style:  0x54000080
ExStyle:    0x00000000
Handle: 0x00010BF2

>>>> Mouse <<<<
Position:   479, 371
Cursor ID:  0
Color:  0xFFFFFF

>>>> StatusBar <<<<

>>>> ToolsBar <<<<

>>>> Visible Text <<<<
Primary
4,816.56
18,063.57
Ending Balance:
Online Balance:
2967 Transactions
Downloaded Transactions (0)
Bill and Income Reminders (0 Due)
FI LOGO
TxList
TxToolbar
S&ave
C
All Dates
Any Type
All Transactions
Reset
Tips & Tutorials
Panel
Home
Customize
Panel
LAST 30 DAYS SPENDING (9/2014 - 10/2014)
Examine Your Spending
Panel
10 Uncategorized Transactions
Panel
Panel
Eliminate late fees and overdraft charges with an accurate picture of where your bank balance stands.
Why do this?
Avoid late fees and overdraft charges.
What's needed?
A month or two of categorized transactions in your spending accounts. Quicken automatically finds your bills and income and helps you get started. So easy!
Get Started
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Panel
Automatically create a budget to track your top spending areas.
Why do this?
Take control of your spending and meet your long-term financial goals.
What's needed?
Nothing.
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Home
Spending
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Rental Property
Mobile && Alerts
Tips && Tutorials
Primary
Accounts
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To Do
All Transactions
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Banking
Investing
Investing
Add an Account
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search


>>>> Hidden Text <<<<
More
Ending Balance:
Update Transactions
Set Up Online Payment
Return to Reconcile
Show Payment Graph
 Renaming Rules 
Hide Accepted
 Accept All 
 Accept 
Finish Later
 Online Payments 
 Investing 
 Cash 
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 QIF File 
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 Quicken.com 
 QuickEntry 
For account
Show
Show graph
Show calendar
Sep
October 2014
Nov
Add Reminder
Manage Reminders
4,816.56
Panel
You have no spending in the selected date range.
(There may be no transactions or the total may be positive)
TOTAL SPENDING
$5,538
in All Categories
All Accounts
Stay On Top of Monthly Bills
5
MINUTES
to complete
Go to full budget
View updates
Budget Your Spending
5
MINUTES
to complete
Sep
October 2014
Nov
Using Quicken
Quicken Services
Add View
View Guidance
Rental Property
Business
Property & Debt
Savings Goals
Separate
Net Worth
More
Panel
Download your transactions
One Step Update
One Step Update complete
There are errors or messages for you to review.
View Summary
View Reminders
Remove completed items
« Previous
More »

Thank you for any suggestions,

Docfxit

Edited October 5, 2014 by Docfxit

Danp2 · October 5, 2014

I don't think this line is doing what you think it is:

_GUICtrlEdit_GetSel("QREdit1")

You may want to try replacing it with:

ControlFocus("Quicken 2014", "", "[CLASSNN:QREdit]")

I haven't used Quicken in ages, but assuming that this is a combobox the following should work:

$hCombo = ControlGetHandle ("Quicken 2014", "", "[CLASSNN:QREdit]")
_GUICtrlComboBox_SetEditText ($hCombo, "Electric")

Docfxit · October 5, 2014

Thank you very much for the reply...

I tried this:

Opt("WinWaitDelay",100)
Opt("WinTitleMatchMode",4)
Opt("WinDetectHiddenText",1)
Opt("MouseCoordMode",0)
Opt("SendKeyDelay", 100)
#include <GuiComboBox.au3>

ControlFocus("Quicken 2014", "", "[ClassNN:QREdit]")
$hCombo = ControlGetHandle ("Quicken 2014", "", "[CLASSNN:QREdit]")
MsgBox(1,"Test", "Handle = ", $hCombo)
_GUICtrlComboBox_SetEditText ($hCombo, "Electric")
Sleep(500)
Send("{TAB}")
Sleep(500)
Send("{ALTDOWN}a{ALTUP}")       ;This will save the entry
Sleep(500)
Send("{UP}{UP}")        ;This will move to the next entry up

And the Handle = 0x00000000

So I tried this: (changing QREdit to QREdit1)

Opt("WinWaitDelay",100)
Opt("WinTitleMatchMode",4)
Opt("WinDetectHiddenText",1)
Opt("MouseCoordMode",0)
Opt("SendKeyDelay", 100)
#include <GuiComboBox.au3>

ControlFocus("Quicken 2014", "", "[ClassNN:QREdit1]")
$hCombo = ControlGetHandle ("Quicken 2014", "", "[CLASSNN:QREdit1]")
MsgBox(1,"Test", "Handle = ", $hCombo)
_GUICtrlComboBox_SetEditText ($hCombo, "Electric")
Sleep(500)
Send("{TAB}")
Sleep(500)
Send("{ALTDOWN}a{ALTUP}")       ;This will save the entry
Sleep(500)
Send("{UP}{UP}")        ;This will move to the next entry up

Now the Handle = 0x00030c78

So I think this is definitely progress.

But "Electric" still isn't going into the box.

The rest of the script appears to be working.

Am I doing something wrong?

I have tried it interactive and compiled.

AutoIt ver. 3.3.12.0

Beta ver. 3.3.13.19

Thank you,

Docfxit

Danp2 · October 5, 2014

Yeah... it needs the 1, which I missed in my earlier copy and paste job.

Is it possible that you have the wrong control? Seems like I ran into something similar in the past when I was sending data to Quickbooks. Is there perhaps a parent control that would be better suited for this?

Bert · October 5, 2014

May I also suggest you use controlsend instead of send? It will make your script more stable.

Docfxit · October 6, 2014

Yeah... it needs the 1, which I missed in my earlier copy and paste job.

Is it possible that you have the wrong control? Seems like I ran into something similar in the past when I was sending data to Quickbooks. Is there perhaps a parent control that would be better suited for this?

I don't see how that could be possible. When I use AutoIt Window Info Tool it highlights the box by outlining it in dark black.

Thanks,

Docfxit

Docfxit · October 6, 2014

May I also suggest you use controlsend instead of send? It will make your script more stable.

I have made the change.

Thank you,

Docfxit

Docfxit · October 7, 2014

I still can't get it to send "Electrict" to the category combobox.

I don't know how to use Control Viewer but this is what it looks like:

This was taken with the original compiled Control Viewer. I tried adding the changes to the source code created by BrewManNH but couldn't get it to compile.

I posted the problem here:

'?do=embed' frameborder='0' data-embedContent>>

I'm hoping someone here knows how to use Control Viewer and will guide me.

Thank you,

Docfxit

Docfxit · October 7, 2014

I finally got this to work.

I wasn't able to get _GUICtrlComboBox_SetEditText to work.

I was able to get ControlSend to work.

This is the code I ended up with:

Opt("WinWaitDelay", 100)
Opt("WinTitleMatchMode", 4)
Opt("WinDetectHiddenText", 1)
Opt("MouseCoordMode", 0)
Opt("SendKeyDelay", 100)
#include <GuiComboBox.au3>

WinWait("Quicken 2014 Rental Property Manager - QuickenCurrentCpy2 - [Primary]", "Downloaded Transacti")
If Not WinActive("Quicken 2014 Rental Property Manager - QuickenCurrentCpy2 - [Primary]", "Downloaded Transacti") Then WinActivate("Quicken 2014 Rental Property Manager - QuickenCurrentCpy2 - [Primary]", "Downloaded Transacti")
WinWaitActive("Quicken 2014 Rental Property Manager - QuickenCurrentCpy2 - [Primary]", "Downloaded Transacti")
$QuickenTitle = "Quicken 2014"
ControlFocus($QuickenTitle, "", "[ClassNN:QREdit1]")
$hCombo = ControlGetHandle($QuickenTitle, "", "[ClassNN:QREdit1]")
;_GUICtrlComboBox_SetEditText ($hCombo, "Electric")                 ;This line didn't work
ControlSend($QuickenTitle, '', "[ClassNN:QREdit1]", "Electric", 1)  ;This line does work
Sleep(100)
Send("{TAB}")
Send("{ALTDOWN}a{ALTUP}") ;This will save the entry
Send("{UP}{UP}{TAB}{TAB}{TAB}{TAB}") ;This will move to the next entry up

Thank you all for the help.

Docfxit

Edited October 7, 2014 by Docfxit

Danp2 · October 7, 2014

Glad that you found a workable solution. FWIW, you can probably delete these two lines:

ControlFocus($QuickenTitle, "", "[ClassNN:QREdit1]")
$hCombo = ControlGetHandle($QuickenTitle, "", "[ClassNN:QREdit1]")

Docfxit · October 7, 2014

Thank you,

I didn't notice I wasn't using them any longer.

It's always nice to get AutoIt to provide a solution to make life easier.

Thanks,

Docfxit

Change category in Quicken

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