Looking at Premier but have questions
Xillib
I do not have Quicken yet Member
So I'm on Windows and looking to come back to Quicken Premier after a LOOONG time away. (I also used to use Microsoft Money, so…)
Questions:
- Can I delete the budget that Quicken wants to create for me based on transactions and just create my own budget?
- Can you split transactions to the nth degree? If I go to a big box store and buy groceries, tools, clothes and toys I want to be able to split the total between the categories for those 4 things and then also the sales tax and have that reflected in the budget.
- Can you schedule your upcoming bills even years in advance? (For things like annual subscriptions, dues, etc.)
- What does it even look like? I can't find screen shots anywhere. (Especially the account registers and budget screen.)
- Do they really honor the 30-day money back guarantee? I'll know pretty quickly if I'm not happy with it and want to get my money back.
Thanks for the help.
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Comments
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- Yes
- There's a limit of about 30 lines in a split. But NOTE that credit card txn should be recorded in a card account and then the Pmt recorded in your bank account as a transfer. Some, erroneously, try to record the multiple card splits as part of the payment txn.
- YES, you can schedule a transaction to repeat annually with no ending date (until you turn it off)
- For your banking accounts, and most others except investments, the account registers look like your paper checkbook register. Investment accounts are a bit different (and act differently). But see answer to #5.
- YES. But that's a strict 30 days … not 31. So you can try it and see if you like it.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP2 -
For Quicken Windows this video isn't too bad for a quick overview:
This guy has some useful videos on Quicken from my quick look at them.
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