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> Quicken Home & Business Question, Access 2007    
 
   
Kruzer
post Sep 24 2016, 07:36 AM
Post#1



Posts: 391
Joined: 26-February 11
From: Nova Scotia, Canada


Sorry, I know this is not an Access question. Just wondering if anyone using Quicken Home & Business can tell me if it would allow me to track expenses by animal/pet? I can't get the screen shots on the website up to get a better look at their layout and don't want to spend the money if it won't allow me to do this.
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GroverParkGeorge
post Sep 24 2016, 08:29 AM
Post#2


UA Admin
Posts: 31,223
Joined: 20-June 02
From: Newcastle, WA


You can set up categories with sub-categories for expenses. So, the answer would be "yes". When you do reporting the sub-category expenses are shown along with the aggregate for that category.
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Kruzer
post Sep 24 2016, 08:33 AM
Post#3



Posts: 391
Joined: 26-February 11
From: Nova Scotia, Canada


Okay. Thank you.

On another thread, I think you were helping me with a letters to santa database. I will need to have that available soon. Do you think you might have a chance to look at it again for me? If not, no worries.
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GroverParkGeorge
post Sep 24 2016, 08:49 AM
Post#4


UA Admin
Posts: 31,223
Joined: 20-June 02
From: Newcastle, WA


Sure, I was wondering how that all turned out. It would be good to see the progress.

Thanks.

BTW:

This is what their Categories look like. I can imagine an Expense Category "Pets" with subcategories for each type of expense, e.g. vet, grooming, etc. and a further subcategory by pet name under each of those. I added a sample for Auto:Ferry:WA State as an example. I don't know how many levels deep it can go, but at least two below each category.

Attached File  2016_09_24_6_47_39.jpg ( 80.58K )Number of downloads: 9
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Kruzer
post Sep 24 2016, 08:54 AM
Post#5



Posts: 391
Joined: 26-February 11
From: Nova Scotia, Canada


I think two would be all I want. Thanks for the sample picture!

Can data be uploaded from Excel or flat file? I know data cleanup would be required but better then entering everything.
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Kruzer
post Nov 5 2016, 10:47 AM
Post#6



Posts: 391
Joined: 26-February 11
From: Nova Scotia, Canada


How do people enter personal transactions with tax separately? I would like to be able to track costs before taxes, e.g. product/service amount + tax = amount deposited/withdrawn but not have to enter every transaction as a split. I started an Access db but of course it doesn't have the functionality of Quicken.

--------------------
Cheers,
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