Applying Expenses/Income to specific projects/jobs

damon92345
damon92345 Quicken Windows Subscription Member ✭✭
in Business and Rental Property Tools (Windows)

I am using Quicken Classic Business & Personal. I am a shed builder. I would like to apply income and expenses to each specific project/job. How can I do this?

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you noticed that in data entry dialogs related to Customer Invoices, Estimates and Vendor Invoices there is a field called "Project/Job"? You can use this field to assign income and expenses to your projects or jobs.

    For more information please see Creating and tracking projects and jobs (quicken.com)

  • damon92345
    damon92345 Quicken Windows Subscription Member ✭✭

    Thank you for replying.

    No, I have not noticed a field called "Project/Job" in Vendor Invoices. See attached screenshot.

    And unfortunately, I don't see how the page that you linked answers my question.

    Could you provide more detail? Maybe some screenshots or a screenvideo of you doing this in Quicken?

    Screenshot 2025-12-13 212807.png
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    This field is not in the account register. It's in the New Customer Invoice, New Vendor Invoice and other transaction entry related dialog. Also in reports and business views

  • damon92345
    damon92345 Quicken Windows Subscription Member ✭✭
    edited December 13

    Ahhh… I see it. Thanks.

    Hmmm… seems cumbersome to use. Would like Quicken to allow it to be viewable in the Account Register. Maybe they could combine it with the Tag field to create a new Field called "Tag or Project/Job"?

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