I need help with Quicken 2008. Specifically the "My Savings Plan" feature. Here are the accounts I have set up:
- Bank of America Checking
- Bank of America Savings
- Bank of America Visa Credit Card
I've downloaded the last month's transactions for all 3 accounts to Quicken and categorized all of them. In the "My Savings Plan" area I've allocated $ amounts for each of the categories. Here's what I've noticed:
Any category that is paid by an online bill (gas, water, power, etc.) does not reflect the amount spent for that month. For instance, if I spent $350 on power, paid with an online payment (with B of A) and categorize it as "Utilities:Gas & Electric", the amount I paid does not show on the "Categorized Spending". It says that the "Actual" value for that category is $0. ???? Therefore my actual categorized spending is way off for the month.
I don't get it. Can anyone help?