I am entering rent invoices into Quicken for a tenant going back for quite a while. Everytime I click "Save and New" I have to change the date starting from todays date, I have to enter the item and the rent amount. Is there a way to make it so the form will be mostly filled out and I just have to enter the date for every month?
Later I'm going to enter the checks I've recieved which will always be for the same amount.
Scheduled transactions sound like what you're looking for. Set up the invoice to either enter automatically, or remind you. You should be able to do the same thing for the cheques, and you can put in an ending date if you're trying to get only caught up to a specific point in time.
For the payments you could use Memorized Transactions. Is that feature applicable to entering invoices too?
To set up a Memorized Transaction enter a transaction. Then select it and press Ctrl-M. It will memorize as much as you've filled in: payee, amount, category.
Bernie
Hi Bernie, I'll try that. Thanks.
Hi Vcard, This sounds like a good idea going forward. This would be very cool if I could schedule the first one from the time I want to start in the past if it will fill in the monthly invoice up to the present. I'll look into that.
BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.