Super Newbie Question about keeping track of grouped transactions

JoeyC

Hello, sorry this is probably super newbie. I'm trying to keep track of medication expenses, often I will have multiple medications that I refill at the same time and I'm trying break how much I spent on Medication X, Medication Y, etc. I'm wondering how to do that in Quicken for Mac ? I'm running Quicken Classic Deluxe for Mac. Thanks…

volvogirl

You can use Tags or make separate sub categories under Medical for them.

RickO

You will want to create a split transaction. After starting a transaction click menu Transactions > Add Split.

You will enter each medication on a separate split line with the total adding up to the overall total of the transaction.

How you document each medication on its line depends on how you want to be able to report on them. If you only need to report on one med at a time, you can just put the med name in the Memo field. Then when you create a transaction report, you will use the Advanced tab on the report setup and enter Memo Contains: med name. But you can only report on one med at a time this way.

If you want a report breaks down subtotals for each med in one report, then you'll either need to create a separate (sub)category for each med (e.g. category Medications:ibuprofen, Medications:tylenol, etc.). Or you can use a single category and assign a tag name for each medication. Either way will let you create a report of all medications broken out by each one.