Hi, I have a credit card which my wife have a second card (on the same account) when I download the transactions I think I can tell which purchase are hers and which are mine. My questions are, is there a way to have separate are purchases? meaning whatever I buy I have in my account and whatever she bought I'll track in her account -- not using manual transactions entries.
let me know, thanks
wrote in news:4aF%f.9141$Zl.4468@edtnps89:
I think you want to learn about classes. They're different from subcategories. For instance: auto:fuel/Jim vs auto:fuel/Jill
Auto is the category, and fuel is the subcategory (of auto, nothing else - if you have heating:fuel that's a different category subcategory set).
Jim and Jill are the classes and can be used almost everywhere to separate who the category refers to.
See help - working with classes.
You can use "classes" (see the help file) to separate out the purchases, but you'll have to manually identify which transaction goes to which class. There's no way for Quicken to automatically assign transactions to one class or another when they're downloaded from the same CC account.
I haven't used classes in quicken, but what if he & 'Jill" & 'Jim' were to buy their fuel at different gas stations (i.e., 'Jim' buys @ chevron, 'Jill' buys @ shell)? Would memorized transactions fill in the class field appropriately? However, it may just be simpler to apply for a different card for 'Jill' and eliminate the confusion (that's how I handle it here...).
Yes, if Jim buys at Chevron, and Jill buys at Shell, memorized transactions will fill in the class. The only time you would have to fill in (or change) the class is if both Jim and Jill buy at the same store.
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