New year - new account?
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karkrohn
Member ✭
This is my year to get organized. I have not optimized Quicken properly - mainly as a check register and to print checks. If I want to set up categories, etc. for budgeting and tracking purposes would you advise setting up a new account for 2022? Thank you.
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Best Answer
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If the balances in your checking account are correct, i.e. the account reconciles, there should be no reason to start a new account, When setting up categories, you should spend some time thinking about what categories make sense for you. I do not find Quicken's default spending categories particularly useful or well organized.
Once you do set up Categories, you should be sure to use them consistently.QWin Premier subscription0
Answers
-
If the balances in your checking account are correct, i.e. the account reconciles, there should be no reason to start a new account, When setting up categories, you should spend some time thinking about what categories make sense for you. I do not find Quicken's default spending categories particularly useful or well organized.
Once you do set up Categories, you should be sure to use them consistently.QWin Premier subscription0
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