Special Transactions

DominicV

Windows Quicken Classic Canadian Starter Edition

Hi,

Again, please bear with me as I'm learning this.

Is there a way for me to handle special transactions as follows?

1 - Transactions to be expensed - to have them flagged and displayed prominently (maybe on a tile) until I mark them paid. There should be an intermediary step when I mark them "Submitted" but not yet paid.

2 - Health insurance transactions - We have 2 insurances to submit to, so flag the transaction and display prominently. Mark as "Submitted to yyy insurer". Mark as "Paid by yyy insurer" & link the transactions (original expense and reimbursement). Mark as "Submitted to zzz insurer". Mark as "Paid by zzz insurer" and link the three transactions. Finally, mark as Complete and unflag.

3 - Returns/Refunds - Flag and display transaction prominently until marked as reimbursed and link transactions.

Thank you in advance!

Arctic Hare

There is a "Flags" column in the register. If that column is not visible, you can make it visible from Gear Icon —> Register Columns —> Checkbox for the Flags column. You can use a combo of a Flag colour and associated notes. This is probably a subpar way to achieve the desired functionality, but it is the closest I think you will come.

Otherwise, you could use Tags and the Memo field - all very clumsy.

I'd probably do this outside Quicken - in a separate Excel spreadsheet. You could export transactions from Quicken to Excel - if you find that helpful.

Arctic Hare

There is a "Flags" column in the register. If that column is not visible, you can make it visible from Gear Icon —> Register Columns —> Checkbox for the Flags column. You can use a combo of a Flag colour and associated notes. This is probably a subpar way to achieve the desired functionality, but it is the closest I think you will come.

Otherwise, you could use Tags and the Memo field - all very clumsy.

I'd probably do this outside Quicken - in a separate Excel spreadsheet. You could export transactions from Quicken to Excel - if you find that helpful.

DominicV

That's perfect, thank you.