Track BSA Accounts

andcbii

I've been tasked with being the treasurer for my sons BSA Troup. I'm trying to use quicken to help manage the accounts but I'm not sure the best way to do it. The troop has one checking account, but each kid in the troop has an individual on paper only account. The kids accounts are used to track how much the kid owes the troop or vice versa. There is no actually account, its just for book keeping. In quicken, I have the main troop account setup and attached to our bank as normal. For the kids accounts, I've set up each kid as an "invoice account". I figured this makes the most sense as typically the kids go on a trip, then they have to pay the troop back for the trip. The issue I'm having is often in stead of being reimbursed people often want me to just credit the child account. What I've done is added a credit to to the invoice account and I've added a category and tag to the line item in the credit. But now I can not find a way to run a report to pull the credits along with the debits in the troop back account. I've tagged items in the check register with "Sept 2024" and I've tagged items in the credits with the same "Sept 2024" tag. How can I run report to see all the expenses/credits with that tag or category?

Or am I doing this totally wrong?

splasher

Having been the treasurer of a BSA troop years ago and doing strictly on paper (3 years) and using a computer (5 years), I think trying it in Quicken would be a terrible idea.

We used the Ledger portion of TroopMaster and it did a great job of tracking each scouts financial status, you really should look into it I have no financial interest in TroopMaster and have been out of scouting for 20 years, so the software may not be as good as it once was, but it is worth looking into.

[added]

Also, when it is time to pass it on to the next treasurer, it doesn't require them to have a Quicken license because I'm guessing that you are using your own personal copy of Quicken to do this.