How can I enter a transaction that has zero amount. (Q Mac)

Question

I make donations through my investment company but want to show it in Quicken so I can follow my donations to these organizations. If I enter the organization with no amount, it doesn't show up on a report. What do I have to do to make it show up with zero amount. I was putting the amount in the memo field. I'm using Mac desktop Ver 8.4.2

UKR · Answer

If these donations are made for a fixed amount on fixed dates, e.g., $50 on 1/1 and every 3 months thereafter … would setting up and using Scheduled Transaction Reminders help solve your planning issue?

At least in my Quicken for Windows, scheduled future dated reminders can be used in Tax Planning and Budget reports as if they were real register transactions already.

jacobs · Answer

I'm not clear what you mean by making transactions through your investment company. Is this a separate account like a Donor Advised Fund? I'm not thinking of what other type of donation you could be making that wouldn't result in money coming out of one of your real-world accounts tracked in Quicken.

I created a Donor Advised Fund last year for making contributions this year and in the future. (Due to other tax issues, we'll be itemizing deductions for 2025, so it made sense to fund a DAF in a year the donations would be tax deductible.) But the donations I make this year from the DAF don't affect any of my actual accounts and have no tax consequence, so creating a "Separate" account in Quicken for the DAF seemed to make the most sense. This way, I can record the donations made from the DAF to charitable organizations in the Separate account, entering a Payee and the amount like any other transaction, so I have a complete record of my giving to various organizations — but it won't affect the balance of any of my real accounts, doesn't show uo in my net worth, and won't appear on a tax report. (Sorry if this is off-topic if I misunderstood what you were doing with the donations.)

Jon · Answer

You could put a tag on it. I create a tag for each tax year (TY2026 ,for example) and tag any tax related transactions with it. Then I have a Tax Schedule report saved for each year that filters on that year's tag. $0 amount transactions will show up in that report as long as they have the tag for that year and have a tax related category.