Conversations
I have 13 Savings Goals setup that I need to save towards each month. In Quicken, I have a separate transfer reminder setup for each o...
I'm a huge fan of Quicken, and I often find myself wanting to show other people how to use it. Of course, it's not always a great idea t...
I have 9 savings goals with cash in them spread across 4 or 5 different accounts. If I click into the savings goal from the accounts lis...
I can't seem to find anywhere that I can generate reports based on products. For example, if I want to see product performance, or just ...
The A/R report seems to be the closest thing I can find, but most of my clients don't really carry running balances, so that report isn't...
I'm using Savings Goals to save for things. For example, I have a savings goal setup to save $1k for an IRA deposit. Each time I pay my...
How do I enter retainers paid by clients before I invoice them? For example, A client pays retainer of $4,000 which is anticipated to cov...
I'm looking at my P&L report for 2013 and I'm confused about something I'm seeing in my Biz Travel category. Throughout the year, when I...
I have a $400 invoice where I completed the work but was never paid. I'd like to write this $400 off as bad debt and claim the loss. ...
I've successfully added all of my accounts into Quicken and it was able to find them online and pull in all of the transactions. I can a...