offline use & creation of account

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

Comments

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭

    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.

  • UKR
    UKR SuperUser ✭✭✭✭✭

    Are you new to Quicken for Windows?

    Welcome.
    Please read this for more information, some videos and a list of resources to
    help familiarize yourself with Quicken:

    https://www.quicken.com/complete-guide-getting-started-quicken-windows

     https://www.quicken.com/quicken-tips

    Quicken Help! (Quicken for Windows)

    If you're unsure how to do something, you can find more information about a specific task, function, feature or report in Quicken Help.
    To access Quicken Help simply press the F1 key from anywhere in Quicken (or click Help in the Menu bar, then click Quicken Help).
    Once Help has started, use the Search tab to search using keywords, e.g., "buy security".
    Some Quicken view screens may have a blue (or yellow) button with a question mark. Click it to get view - specific help.
    A browser-based version is available here: https://help.quicken.com/display/WIN/Quicken+Windows+Help

  • UKR
    UKR SuperUser ✭✭✭✭✭

    Creating Accounts “offline”, without connection to the bank

    When using the Add Accounts process, from the Tools Menu or by clicking the “+” icon in the Accounts Sidebar title, select the “Offline Account” tab first, then follow prompts to create your offline checking, savings, etc. account register

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