[novice level] How to annotate and separate bills

Jun 12, 2012 4 Replies

Warning [Novice user!]



Running Quicken 2008 trial, updated to qkn 2009 on win7



I notice when in the budget screen, and inserting expenses/bills or income there seems no way to record any other notes I may like to have kept with various bills.



Further, it also seems necessary to combine bills if they fall in the same category and insert only a total.



How can I insert every single bill and leave any notes I'd like to see when I print out the collection of income/expenses from the budget screen?


Harry Putnam wrote in news: snipped-for-privacy@newsguy.com:

There is a way to attach 1 or more files (several formats) to a transaction. I prefer to enter transactions at (near) future dates, so I can have a running view of my balances as I expect them to develop. Individual transactions get updated as the information becomes available.

Han wrote in news:XnsA070B153C8E1Fikkezelf@216.151.153.39:

BTW, in early fall the 2013 version of Q is coming out. That may be the time to get a discounted copy of 2012, e.g. from a trusted source on ebay.

Can you enlarge on that at all? Are you talking about doing this in the `Cash Flow / budget / expenses' and `Cash Flow / budget / income' screens?

Harry Putnam wrote in news: snipped-for-privacy@newsguy.com:

No, I do that in the checking, credit card accounts. I don't do budgets .

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