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I think it might be easier to create a cash account to add gift cards to. For me it would just throw me off to put it in an account that my card swipes come through. I also attach a copy of the invoice of the purchase to the transaction as well for quick reference. It’s an extra step but who know a may come in handy…😅 Thank you for the tips!

Quicken is best if you want to learn the tool and later sell the skill. Otherwise, Guncash and kMyMoney are good open source alternatives. I have been using kMyMoney free for close to a decade. There are many refugees from quicken's constants price increase. Gnucash can do accounts payable and accounts receivable.

Hello there. What form is needed for rent security account?

❤🎉

Answered so many of my questions in one place, clear explanations, no fluff. Great video. Thank you so much!!

if you ever figure out how to handle paychecks and mortgage payments that would be wonderful. right now I'm doing each paycheck splits by hand thanks for the Mac content

Please more Quicken on Mac vids, please. There is no paycheck wizard on the Mac version

Thank you Joe! That appears to be the Windows version on a Mac. I'm trying to switch from the Windows versions to the Mac version. I can't figure out how to have my downloaded transactions separate on the bottom as in the Windows version, so I can compare my entries with the download. Is that even possible? I can't find a setting for that.

I’m close to retiring but I am thinking of paying off my mortgage

great summary. thanks

Lol, get real . 1245.00 your screwed. Sleeping in a car

Nope

wow very helpfull

Hi Joe. Thanks for these helpful videos. After watching some, I decided to try Quicken again. And, I'm running into the same issues that made me give it up a couple years ago. All my balances will be correct one day, and the next day (like today) my credit card "Online Balance" is off from my "Ending Balance" by $2,103.67. When I call Quicken support, their "solution" is to add a phony transaction or adjust the opening balance to get the numbers to square up. It's totally unsatisfactory. Do you run into this issue? Do you have any suggestions? It makes me want to give up on Quicken *again*

Hey! This is good! It's 2025 and it seems like you can't control category groups anymore. I can see how to add multiple business, but can't see how to allocate differnt bank/cc accounts to each business. Suggestions?

This is great. Much better than Quicken's own content. What are the chances of you doing videos on setting and maintaining budgets? Budget set up is easy. But I can't figure out how to do things like deal with rolling over amounts from one month to the next. Or how to save for future expenses. How to account money moving from savings to pay for expenses. That would be excellent!

Little different on Quicken, mac. As much as Quicken likes to limit features on the mac versions of quick-?, I simply search for transactions, muliti-select and "edit transactions", changing the category in one step- Bob's your uncle! Cheers and thank you for your help.

Don't forget Managing You Money software from the 80s or 90s.

I was struggling with this for the last two days. Thank you for this video.

can you use this software without linking to the bank accounts, Just enter transactions manually?

I am probably overthinking it, but how would I account for imputed income for excess life insurance?

hi there, thanks for your video learning a lot from it. I have a small business and so I do invoices and then payments, but think i am doing it wrong. I have just been doing it by going to the business tab and creating an invoice for each customer and then when I get payment put it as pmt. Should I be creating a customer invoices separately like you do on the left hand side for each customer. At the moment I have all the customers under one category. What do you advise? When I am doing my reports for taxes I am getting a category as other which has all the customer names and the payments but they come under other. Any advise is appreciated to streamline things and make it easier for tax purposes etc. Thanks

Hi @PlayLouder. I'm just getting started with Qiucken and I am looking at your play list. Are you recommending they be viewed in that order?

Mannnnnn you are slow!!!!!!

Well explained. Thanks for this tutorial on tags

Quicken setup my accounts (names / numbers) but did not transfer in the balances. Any ideas on what I did wrong?

I too love paying 5‐25% to get 2.5% cashback, opposed to just paying for the goods at their stated price.

Tag's

Grammar: You should have said "fewer problems" instead of "less problems."

I really appreciate the time you took to put this together. Thank you so much! Very well explained.

What's the PURPOSE of having to complete both the W-2 and W-4; What is the significance of completing both?

Thank you thank you thank you!!!

How often do the accounts get updated? Is this automatically or do you have to sign-in again each time to initiate the download?

The obvious explanation for new small business owners. Thank you once again

Just get a Trust 100% of income is transferable. Cosmic School of Trust for a better understanding. Learn to pass the knowledge financially through education and actual capitalization.

Thank you so so much for doing this! I was so confused on the SOS/entity number and felt so discouraged by the whole process until I watched this video. I’m so grateful for people like you who give information out of the kindness of your heart. Thank you!

Thank you ❤

Hello Sir! 😊 Your video content is awesome! I enjoyed the whole video very much! 🎉 I noticed that you are not using any customized thumbnails, more attractive titles, descriptions, or tags in the video, but it play a very important role in increasing the viewership of your video. I was wondering if there is a specific reason for this. 🤔 I run a TH-cam video promotion and SEO company and am always curious about content creators' preferences and strategies. Hope to talk more about this with you! ✨😊

Thank you. Hey - do you happen to know if the upgrade to Sequoia Mac os15 (from 14 on M1) causes any glitches with Q 7.10.1 ? Happy to find you. I am a longtime quicken for windows user (1989) but went to Mac years ago and gave up using quicken for Mac. Questions: Are your tutorials (will they be) clearly labeled for Mac? & when did you start posting the Mac versions.... I will try to watch from there! Like others here I can't find my old friend - find and replace - on the Mac version. NOTE: I keep an old boot camped version offline and enter manually. This year I am moving to the newest version and doing both **%$#. Not trusting the Mac version yet, so I appreciate your focus on Q4Mac! new Subscriber now! Thanks again!

Joe, Thank you. Understanding and controlling expenses is the foundation on retirement, business and life!

Trying to find best way to track medical loan in quicken. I got the loan and it was deposited into my savings acct. I made 2 prepayments with this money from my savings with a little left over. I'm paying monthly payments on the loan for 36months from my checking acct. how do I track the monthly payments since there isnt a physical assest or liabilty to track (no mortgage, no car)Any ideas how best to do this? I'm banging my head. any help is appreciated.

How do you set up a loan account in quicken classic business and personal For Windows where you are the lender? I made a business loan to a friend of mine who is a physician and I wanna be able to track the payments that he's making back into my IRA. I have a checkbook controlled IRA/LLC.

How do you enlarge the font in Quicken Deluxe 2007 ?

Buying a used car really isn’t much of a hassle and car max taxes the shit out of you.

I am currently using Quickbooks enterprise desktop for personal and a very small business. Can this be transferred over to quicken easily with no problems? Not a very techy person when it comes to stuff like this.

Would appreciate your help. I got my Federal EIN within minutes but the CA EDD business services website has me confused. I''m getting a caregiver for a family member starting January 1. 2025 (approx. 2 1/2 months from now) and the EDD website, after I set up a user ID and started the process says I cannot get a payroll account # until I have paid $750 or more in household wages. Meanwhile, the payroll service provider I am contracting with says I need to provide them with this CA payroll # now so that they can set up the payroll in their system and its ready to go January 1. Any thoughts on this? Thank you.

Thanks!

If starting to use Quicken later in the year, could you change the date on your computer to Jan 1, through the settings, while you do the set up of the rental properties in order that you might be able to get the full year of income and expenses. And, would you also need to do that while setting up income and expenses of personal finances (non rental, non business expenses). I.E. when you inport monthly statements from financial institutions are they able to post items from dates that go back to the beginning of the year?