offline use & creation of account

Nancy@QSCA

My main reason to download Quicken is to use it doing my volunteer work for the Quartzsite Southern Christian Academy, which is a nonprofit 501C3.

I am not going to connect the bank account for security reasons. Also this will not be done online.

I thought maybe I'd be able to create my Chart of Accounts and then add our annual budget but that is no where to be found by me.

If you can direct me, I would really appreciate it.

Sincerely,
Nancy Larsen, Sec/Treasurer
Quartzsite Southern Christian Academy

Tom Young

First, just a bit of education about how Quicken defines things. The word “Account' in Quicken only refers to balance sheet accounts, and the word ”Category" is used to refer to what real accountants typically call “income and expense” accounts.

If you click on the “Tools” drop down list near the left top of the Quicken screen you'll see “Account List”, “Add Account…” and “Category List.” Those are the tools you'll use to add Accounts and Categories and manage them. Combined, the Accounts and Categories will be your “chart of accounts.” IN QUICKEN you can only originate entires in Accounts, you have no ability to open a Category and make an entry.

The “Planning” drop down list will biring up “Budget” among the list of selections.