Trust and Will payments - legal fees

Socomfort
Socomfort Quicken Windows Subscription Member
in New to Quicken/Getting Started (Windows)
Last year I purchased a online trust plan from TrustAndWill.com . The payments were made over time; 4 in total. How should I categorize those payments in my Quicken spending account?
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  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser, Windows Beta ✭✭✭✭✭
    edited January 2023 Answer ✓
    I think there are several different ways you could categorize these 4 payments.  What I would probably do is create a custom Expense category for it called "Legal".  The easiest way to do this is to simply type "Legal" (without the quote marks) in the Category field of a transaction.  Quicken will ask you if you wish to create a new category for that which you would and you will then get the popup to create that new category.  Then you can use that new category for the other 3 transactions, as well.

    You can also enter a note in the transactions Memo field for "Trust Plan".  

    Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home

  • Socomfort
    Socomfort Quicken Windows Subscription Member
    Thank you. I was not aware I could add my own categories like that. Simple. Thanks again, bro.

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