How to setup Quicken, to view: my spending, spouse's spending, and shared spending

holmanranch

Hi - I am new to Quicken and need some advice. My goal is to be able to view spending in three primary categories:

• My spending
• Spouse's spending
• Shared spending

Each of the above categories may have some similar subcategories, such as entertainment, travel, business etc, and some unique categories. We have a shared bank account, and separate credit cards (sometimes we use the credit cards for shared expenses). What is the best way to use categories, tags etc to achieve this?

Thank you!

volvogirl

Well you can set up separate categories for each spouse but I would use Tags. Either add the Tag field to the register or enter a Tag with the category by entering a slash like Travel/wife. Then you can filter or sort the report by Tags.

volvogirl

Well you can set up separate categories for each spouse but I would use Tags. Either add the Tag field to the register or enter a Tag with the category by entering a slash like Travel/wife. Then you can filter or sort the report by Tags.

holmanranch

Fantastic!! Thank you for the quick and thorough responses responses volvogirl and RickO. I really appreciate it!