Re: Ideas for a 'template' usage?
Andrew <[email protected]>
| Newsgroups | alt.comp.software.financial.quicken |
|---|---|
| Organization | A noiseless patient Spider |
| Message-ID | <[email protected]> |
On 8/6/2023 2:50 PM, Zaidy036 wrote: > On 8/6/2023 10:52 AM, Andrew wrote: >> So I don't think Q has a template facility. I have in one of my NPO >> club accounts the need to make a deposit monthly that contains a >> number of different categories. >> >> What I am think of doing is to make a split transaction with ALL the >> categories listed as zero dollars and saving this as a deposit well >> into the future (like 12/31/2099). This way it will simply sit at the >> bottom of the checking deposit register and I can copy and paste each >> month, and then simply add the individual real amounts. >> >> Anyone have any other ideas or thoughts of perhaps how you might >> implement such a 'template' facility? > > Do that but have it in bill reminders with auto enter on a given fixed > date and then edit it after entry, not in the reminders list. That's interesting, since I do have this appear as something I need to do on a repeating basis...I'll look into putting this in the BILLS facility so it auto enters into my register with all the lines populated. Thanks for that idea. ----- As an quick unrelated aside, I had a thought after my original post that I might not have enough lines in a split transaction. I read early on in Q that there was a limit of 30, bit I did test it and I see that there is (now?) a 'MORE LINES' box at the bottom of an entry, so it does look like I'll have at least the 45 lines I'll need. Each of my 9 depositors has 5 lines of unique category entries. ----- As a second quick unrelated aside, Before someone asks why I don't make 9 separate deposits for each individual depositor, I receive a single bill with each of these 9 broken down into the 5 categories each with a single PAYMENT due amount. And each of these categories has some debits and credits, it's not all a plus transaction for all 45 lines. This is very nice that Q can simply do all the math for me in one swoop and I just need to make sure the bottom line matches the totaled deposit due. -- ----------------------------------------------------------- Regards - - Andrew