How can I include a register transaction but exclude it from the running balance?

Quicken Windows Subscription Member ✭✭✭

I created a category where I want to keep track of the balance in a separate report but don't want the amounts applied to the account register. Is that possible?

Welcome!

It looks like you're new here. Sign in or register to get started.

Best Answer

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Create a split transaction. Categorize the real amount as required, and balance it out with an equal negative amount categorized such that it won't appear in reports.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited February 2024

    Only by putting the number in the Memo field, but then it is text and not a number that can be added/totaled.

    I have to wonder why? Please explain and maybe there is another way to get what you want.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • Quicken Windows Subscription Member ✭✭✭

    I had purchased a home with a tenant in it with the expectation to sell it after a few months to an investor. The tenant decided to skip out on rent payment during the transition. It is a cost additional to the purchase price that I want to account for in a separate report.

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Create a split transaction. Categorize the real amount as required, and balance it out with an equal negative amount categorized such that it won't appear in reports.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • Quicken Windows Subscription Member ✭✭✭

    I like that idea. Thanks!

Welcome!

It looks like you're new here. Sign in or register to get started.