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Posted by nicko2012@gmail.com on September 21, 2007, 10:58 pm
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I need help with Quicken 2008. Specifically the "My Savings Plan"
feature. Here are the accounts I have set up:
1. Bank of America Checking
2. Bank of America Savings
3. Bank of America Visa Credit Card
I've downloaded the last month's transactions for all 3 accounts to
Quicken and categorized all of them. In the "My Savings Plan" area
I've allocated $ amounts for each of the categories. Here's what I've
noticed:
Any category that is paid by an online bill (gas, water, power, etc.)
does not reflect the amount spent for that month. For instance, if I
spent $350 on power, paid with an online payment (with B of A) and
categorize it as "Utilities:Gas & Electric", the amount I paid does
not show on the "Categorized Spending". It says that the "Actual"
value for that category is $0. ???? Therefore my actual categorized
spending is way off for the month.
I don't get it. Can anyone help?
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