Membership Reports

Chuck G
Chuck G Quicken Windows Subscription Member
edited November 26 in Reports (Windows)

I am using quicken for the club where I am the treasurer. I am using Windows Quicken Deluxe. We have several events throughout the year where we collect funds for a specific event and at the time of the event we would like to print a list of those that paid. For example, we have annual dues collected. I would like to print a list of all those that paid into the dues category. This list can be as few as 20 and as large as 250. Currently when we make a split deposit we use the memo field for the person's name. I can change the entire procedure and categories. I just do not know the easiest approach to print a category that list all those that have a credit for that category.

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Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 30

    One way to do what you want is to use Tags, with a unique Tag for each member (might be their name or a member number.) Then you can do a reports that includes the Tag field to list all the people who have paid.

    Also to avoid giant splits for deposits, you can set up a dummy holding account called "Checks to deposit" or whatever and record the checks there, one transaction per check, with the Category (Dues or whatever) and the person's Tag You could put the check number in the Memo field.

    When you make the actual deposit, it is just a transfer from the holding account to the checking account.

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