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Once you’ve set up these classes, you can easily generate a report for the entire family’s medical expenses (sorting by category), another for all your expenses (sorting by class), and a third for just your medical expenses (sorting by both class and category). For example, you’d enter Medical/Bob for one of Bob’s medical expenses. Then, during data entry, you can assign a class to a transaction by appending a forward slash and a class name to the category name. Just choose Lists: Classes, click on the New button in the Classes window, and add a new class name. For example, you might create a class for each of your family’s members. Classes are distinct from categories, so they can further define a transaction that has already been assigned to a category.
The smarter thing to do is to create classes in Quicken. You could create two subcategories under the Medical category.īut what about your kids? Do you really need a different Medical subcategory for each family member? If you do, and if you apply the same logic to your other expenses, you’ll soon have an unmanageable number of categories and subcategories. For example, let’s say you want to track individual medical expenses for you and your spouse. Use classes Quicken makes it easy to create categories for all your financial transactions-perhaps too easy. Get rid of categories you’ll never use by choosing Lists: Categories & Transfers: Remove Unused Categories. But even though some of Quicken’s default categories may not work for you, those categories will still appear every time you view the Categories & Transfers window or use the pop-up category list in the account registers. Unclutter your categories Quicken’s categories are the key to tracking your spending. You can make entries in any of your Quicken accounts those entries will be automatically imported into your account registers the next time you launch Quicken. Don’t open Quicken Need to quickly record an expense? Just tap the key you’ve configured to launch Dashboard, and then use the QuickEntry widget that was introduced with Quicken 2007. In the Edit Command Key dialog box, you can enter your preferred shortcut. Just hold down the 1 key and choose the item you want to customize from the menu bar. Customize the keyboard If you don’t like Quicken’s default keyboard shortcuts, change them or add your own.
Here’s my top-ten list of tricks every Quicken user-from novices to experts-should know. But despite its ubiquity, I still run across many Quicken users who aren’t getting the most out of the program, because they don’t know some simple tricks that can make it easier to use. Has been the default personal finance manager of Mac users for years. Learn Quicken 2008 Premier Business Tutorial Training.
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Quicken for Mac has seen some software improvements that brings it a.
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