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Rollovers from 2020 to 2021
Is it usual for every category to rollover it's excess (or loss) from 2020 to 2021? We have a bunch of categories set up to rollover but I didn't think they would rollover from Dec 2020 to Jan 2021. …1 -
Re: Credit card payment category in Budget needed?
yes, we have two credit cards too, and the transactions get imported and I categorize them as expenses within individual categories. And yes, I categorize the card payments as transfers. The "cr…1 -
Re: Credit card payment category in Budget needed?
OK. Thank you. So we use our credit card for pretty much everything. Everything we use it for is already categorized, and those categories are already budgeted. So, should I keep the "credit car…1 -
Re: Credit card transaction edit help
@Chris_QPW Yes I usually make sure that the online and ending credit card balances are equal. And yes the online balance was correct. For this .02 cent problem, Quicken actually categorized a .02 cen…1