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Semper Fi - 1775 |
A LONG time ago I was a regular Quicken user....I got away from it but not am back. (barely recognize the newer version) Is there a way to add a subcategory or tracking function to an account? For example, let’s say I have $10k in savings and I want to be able to see that $5k of it is earmarked for upcoming vacation and the other $5k is designated for individual categories….(birthday, Christmas, boys 16th birthday party, etc) I'd want to look something like: SAVINGS $10,000 - Trip: $5000 - Party: $1000 - XMas: $3000 - B'Day: $1000 Problem is, as listed above I'd have a balance of $20k and I only want it to reflect $10k. ___________________________ All it takes...is all you got. ____________________________ For those who have fought for it, Freedom has a flavor the protected will never know ΜΟΛΩΝ ΛΑΒΕ | ||
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Member |
You could use Tags, setting up one for each of your items. This would allow you to subtotal reports by Tag. ________________________ | |||
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Semper Fi - 1775 |
Thanks for that...I'll do some research into Tags. Sounds like it might be what I am looking for. ___________________________ All it takes...is all you got. ____________________________ For those who have fought for it, Freedom has a flavor the protected will never know ΜΟΛΩΝ ΛΑΒΕ | |||
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His Royal Hiney |
I use tags minimally. that just tags the category to that tag. Like for example, I have two cars. When I enter a transaction under category Car Maintenance. I then tag it to either Car 1 or Car 2. Here's something I found that might be closer to what you're looking for: Link
"It did not really matter what we expected from life, but rather what life expected from us. We needed to stop asking about the meaning of life, and instead to think of ourselves as those who were being questioned by life – daily and hourly. Our answer must consist not in talk and meditation, but in right action and in right conduct. Life ultimately means taking the responsibility to find the right answer to its problems and to fulfill the tasks which it constantly sets for each individual." Viktor Frankl, Man's Search for Meaning, 1946. | |||
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Member |
Here's what I do. I set up my main checking account. I then set up accounts for things like Savings, Tire Accrual, Utilities, Vacation, Taxes, Insurance. When I get my income, I have a memorized transaction that distributes the income to these other accounts. The balance in my main account stays a zero as I have distributed the funds to the other accounts but the totals of these other accounts equals the main checking account balance. When the bills roll in, I transfer these transactions to the proper account from the main checking account. I have done this for years and it works like a charm. Mike I'm sorry if I hurt you feelings when I called you stupid - I thought you already knew - Unknown ................................... When you have no future, you live in the past. " Sycamore Row" by John Grisham | |||
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אַרְיֵה |
I don't use Quicken, so I don't know whether it can do what you want to do with it, but QuickBooks (Quicken's big brother) has sub-accounts and can do exactly what you're asking for. You probably don't need the latest and greatest version of QB, you can probably find older but unused versions on Amazon or eBay. Note that I really despise Intuit for the way that they treat customers, but unfortunately I have not found a product that suits my business needs better than QuickBooks. הרחפת שלי מלאה בצלופחים | |||
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