Is there a way to load my fixed expenses at the start of the month so I can manage variable expenses

BTom
BTom Quicken Mac Subscription Member
in Budgeting and Planning Tools (Mac)

Is there a way to load my fixed expenses at the start of the month so I can then manage my variable expenses during the month?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Not entirely sure what you're asking.

    Why can't you simply record all of your expected expenses for a month as-of the date you actually expect them to happen.

    If you pre-record your expected income in the same manner, you should have a pretty good picture of not just how much, but when, money is coming and going.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Chuck56
    Chuck56 Quicken Windows Subscription Member ✭✭✭✭

    Have you looked into using the "Bill and Income Reminder" feature?

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta

    Use Scheduled Transactions, a.k.a. "Bill Reminders" These allow lots of flexibility if you wish to pay manually, write a check, use an eBill through Quicken, etc.

    Set those all up so you will see your reoccurring charges/incomes. The more you have, the more accurate your future forecast will be.

    Since Quicken is designed to replicate the real world (and how transactions actually occur in your bank accounts), no, you won't be able to show a mid-month rent payment on day 1 of the month. But, those reminders will show you of upcoming activity in advance so you can plan your variable expenses.

Categories