Need of splitting SSA properly

I'd like to have the developers come up with a way of splitting the SSA checks for me and my spouse that would make it able to categorize Net, Gross, Tax Witholding, Medicare, and any other deductions. Seems there a lot holes in the way different way different users are doing it.
Quicken Windows Deluxe Subscription R39.23
 Only function used is register function and reports. NO, other Quicken functions or Sync being used.  ;)
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  • NotACPA
    NotACPA SuperUser ✭✭✭✭
    Your SSA payment is no different from any other deposit.  Simply split the transactions, record the split amounts and then save/memorize the transaction.
    This feature is already available and needs nothing more from the developers.
    Alternatively, you can use the Paycheck Wizard to set this up for you.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • TTSguy
    TTSguy Member ✭✭✭✭
    How do you categorize the net deposit to use in a Report to look up in a report the net totals, for SSA? and Also, is the problem of missing information in paycheck splits being deleted fixed now?
    Quicken Windows Deluxe Subscription R39.23
     Only function used is register function and reports. NO, other Quicken functions or Sync being used.  ;)
  • NotACPA
    NotACPA SuperUser ✭✭✭✭
    edited April 5
    You can't categorize a NET deposit except as a single category.  To get the breakdown that you requested in your original post you need to get the info from the SSA and input it as a Memorized transaction, probably starting the first of the year.  Then delete those "net deposits".  Take a backup before you start this.
    The paycheck problem is fixed, going forward, with R39.23 ... but any retroactive problem needs to be manually fixed by you.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    If you have splits on the Deposit transaction, you can't assign a Category to the net deposit.

    But if you want to see the net amount in a report, you can customize the report to select the Payee you use for these deposits.

    And yes, the damage to previously entered paychecks caused by the R39.17 and R39.21 releases has been fixed going forward.
    QWin Premier subscription
  • UKR
    UKR SuperUser ✭✭✭✭✭
    If you want to see how much "net amount" was deposited into your checking account from the SSA, just go into the Checking account register and run a search of the register for your SSA payee name. Set the Date Range filter to "This year" (or "Last year", etc.)
    At the bottom left of the register view you'll see (if the view is wide enough ... if not, try pressing the F11 key) the number of transactions shown and the total $ amount.
    You can get the same results by running an Easy Answer Report named "How much did I pay to" (yes, it works for income transactions, too) and select the SSA Payee Name that you use. Set the desired Date Range.
    And you may want to try the rightmost of the three icons shown in the Category field of a selected SSA transaction (see image above). It'll give you a Minireport of the gross, deductions and net totals for the selected date range.
  • TTSguy
    TTSguy Member ✭✭✭✭
    @UKR Thank you for taking the time to tell and illustrate for me the a "best way possible" to achieve this. I appreciate the time you took! -Tim    (looks like 2 line display works best for you?)
    Quicken Windows Deluxe Subscription R39.23
     Only function used is register function and reports. NO, other Quicken functions or Sync being used.  ;)
  • NotACPA
    NotACPA SuperUser ✭✭✭✭
    I run a 1 line display, as shown, and @UKR's method works for me also:

    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP