Track Medical mileage as part of a “copay” expense transaction (Q Mac)

markmark

My wife & I are both retired and find ourselves going to many doctors appointments. Tracking medical mileage is available, I think, in the business version of quicken. But I don’t have a business.

Plus, it looks like you have to go to a special “mileage” tab to enter travel.

I’d like to be able to create a memorized split transaction for each of our medical providers where I enter a split with the cost assigned to my “doctors” category (which is associated with the correct Schedule A tax line), and a 2nd split or field for mileage.

The mileage needs to not be summed up in the expense total. But it does need to get associated with the Schedule A mileage tax line.

By having both data points saved in a single memorized transaction, I only need to determine and save the distance when I set up a new provider, or if I move. After that I only enter the memorized payee in my checking or credit card register and both the cost and miles get saved.

At tax time, both sets of sums get exported to my favorite tax program!

NotACPA

An off the top of my head idea would be to treat each doctor trip as a security purchase, where Doctor X has a fixed price of 10.5 mi (i.e., $10.50) and Doctor Y is 12.3 mi (i.e., $12.30).

UKR

For reference, let's not forget about a separate Idea post about Mileage tracker for all Quicken Classic feature levels:

Make Mileage Tracking available in all Quicken editions, Deluxe and higher (4 Merged Votes) — Quicken