I don't even know the proper terminology in which to present my question.

Mike Agranoff
Mike Agranoff Quicken Windows Subscription Member
in Installing and Updating (Windows)

I need to talk to a real intelligence, not an artificial one. My question is very simple, but I don't have the terminology in which to present it. It involves creating a new (insert terminology here) to create a new income/expenditure record for 2026

Screenshot 1.jpg

I am a musician, and I use Quicken to record my income and expenditures to fill out a schedule C for income tax purposes. I have a separate (file? account? record? I don't know what to call it) for each year. The above screenshot shows my working screen. The encircled list at the upper left shows years 2023, 2024, and 2025, and the overall picture for year 2025. I need to create another one for 2026, and I've forgotten how to do that. Can someone please advise me?

Answers

  • GeoffG
    GeoffG Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 1

    It appears you are treating accounts as "business years". So to create 2026, you would need to create a new "bank account" named appropriately.

    Of course, backup the file first if you don't like the result so you can restore.

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  • Mike Agranoff
    Mike Agranoff Quicken Windows Subscription Member

    How do I do that?

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Click on the Tools menu and select Add account.

    Assuming you are not downloading transactions, select Offline account. Under Banking, select Checking.

    If you are just tracking income and expenses for the year and not the balance of a real account, name the account "2026 Business" and set the Opening balance to zero.

    You are free to set up Quicken however you want, but be aware that this is an unusual way to use Quicken.

    QWin Premier subscription

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