Quicken Home and Business Reimbursable expense tracking - improvement suggestion

Nunya

It would be very helpful to be able to have expenses marked with an "E" appear in expense reports.  Also to have a symbol such as a Crossed out E, appear if an item has been billed.  At the end of the year I go through all expenses marked as Biz Expense, and then check to be sure I have submitted a bill for them.  As the "E" doesn't show up in the report, I have to click on every single item in the report to see if there is an E by it.

mshiggins

From C. D. Bales:


Open the All Transactions pseudo-register.


Make sure the Expensed column is displayed.


Sort on the Expensed column (click its heading).


Select all the Expensed transactions, as you would select multiple files in Windows Explorer.


Right-click a selected transaction.


Click "Edit Transaction(s)".



You can print the resulting display of selected transactions by clicking the small printer icon in the lower left corner.

Dave Crow

I'll chalk it up to it being a Saturday, but how do I open the All Transaction pseudo-register.  Don't see an option to do so in the menus.

mshiggins

Dave Crow said:

I'll chalk it up to it being a Saturday, but how do I open the All Transaction pseudo-register.  Don't see an option to do so in the menus.

From C. D. Bales:

" ... how do I open the All Transaction pseudo-register".


Click All Transactions at the top of the Quicken Account Bar.

volvogirl

I have Quicken 2013.  The All Transactions is at the top of the Account bar list on the side

racyte .

I thought this was for quicken Home and business. I have multiple reimbursables from multiple sources and I don't always get reimbursed in the exact amount that I submitted. I would love to know how to handle this scenario. I will be buying QHBiz 2019. 

Dave Crow

volvogirl said:

I have Quicken 2013.  The All Transactions is at the top of the Account bar list on the side

Thanks.  All these years & never paid attention to that.