nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Best Practices for Rental Property Management

BRETTB

Ok I have the home, business, rental version of quicken (latest version) and have some questions.

1. We have a number of business entities with properties, bank accounts, etc,.

1. I am using an Abbreviation of the entity where any accounts that belong to entity use two or three chars for entities accounts (bank, credit card, etc) - XX-Xmart Business.
So for a BofA account for that Enity I might use XX-BofA x5675 for a description.

I'm using tags for entities like XX-Xmart Business

Note: XX-Smart may have a number of properties where I would use XX-125 main st, XX-7350 south st, etc. I would want to keep track of each individual asset along with a combine group for entity in whole for reporting. Yes I know I can do this for customized reporting BUT

I would like to use the business tab (for invoicing/property management) and include all tags that contain or start with XX or select like I do with reporting function. Is this possible? or only available under the Reporting Options.

Right now looks like the best way if I am to use the Business Tab is I would have to use categories with sub categories for each property.

Also is there a way to print out the recurring entries for a single bank account or entity?

I know I have a very complicated situation but like quicken because I can see all the bank/credit cards and pending bills for each entity on one screen.

Find more posts tagged with

Accepted answers

Quicken Sarah

Hello @BRETTB,

Welcome to the Quicken Community! We appreciate your taking the time to share your questions with us, although I apologize that you have not yet received a response.

If you haven't already, I would recommend reviewing the information available a https://www.quicken.com/support/tell-me-about-how-tags-work-businesses & https://www.quicken.com/support/tell-me-about-tagging-transactions.

Please let us know if this information help or if there are further questions/concerns the Community can assist with.

Thank you,

Sarah

All comments

Quicken Sarah

BRETTB

I looked this over your links and getting a little more clearer.

Some of the Tabs/reports and graphs just don't seem right.

So I have multiple partnerships for ex BusPart1, BusPart2, etc. which are businesses (I do a K1 on those-each has its own tag say BusPart1, BusPart2) and each of those partnerships may have multiple properties (say BusPart1Prop1, BusPart1Prop2, BusPart2,Prop1, etc) where I want to track expenses and income by property and be able to look at the each partnership separately and combined.

The info/graphs/etc on the Rental property Tab seems correct for each property.

ISSUE: On the Business Tab - I want to see all those property for a certain partnership (BusPart1) combine all the properties for that business on the different graphs, reports, etc. Yes I can do this with the customized reports but Like to see the information on the Business show correctly. It seems I can setup multiple properties under one Partnership Entity?

Quicken Sarah

Hello @BRETTB

I'm glad to hear the referenced information helped a little and apologize for the delay in response.

If I'm understanding the goal of what you wish to accomplish correctly, unfortunately the Business tab cannot be customized in a way to combine the Rental Property info under their respective Individual businesses, I apologize.

This information would have to be created and viewed as a customized report. Once the report is created I would recommend saving the report. That way each time you wish to view this information, you do not have to re-customize the report.

I hope this helps to answer your question but please let us know if there are any further questions/concerns.

Thank you,

Sarah