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Posted by Fred Smith on April 15, 2006, 8:44 am
Please log in for more thread options 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.
--
Regards,
Fred
>
>>>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.
>>
>> 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...).
>
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