Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Quick Quicken Question
Old 01-22-2007, 07:35 PM   #1
Dryer sheet wannabe
 
Join Date: Aug 2006
Location: Murrells Inlet
Posts: 24
Quick Quicken Question

I am setting up Quicken for Mac. What a PITA! Where do you record regular pension 1099R payments? List >>Paychecks? That don't seem right to me. Of course the .PDF user guide has only two references to "pension", neither applicable. Help has never heard of it as does the support website.

Thanks!
__________________

__________________
CaptCurmudgeon is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Re: Quick Quicken Question
Old 01-23-2007, 08:38 AM   #2
Recycles dryer sheets
BOBOT's Avatar
 
Join Date: Aug 2006
Posts: 415
Re: Quick Quicken Question

Well it really is like a paycheck, in that it's a regular payment of the same amount each month (I assume), so why not enter it as one?

Then you can not only have it automatically entered into the register for whatever account it's going to, but also have it track whatever deductions they take (the split amount function).
__________________

__________________
I still don't get it...
BOBOT is offline   Reply With Quote
Re: Quick Quicken Question
Old 01-23-2007, 09:26 AM   #3
Full time employment: Posting here.
 
Join Date: Feb 2004
Location: Okanagan Valley
Posts: 805
Re: Quick Quicken Question

Agreed. That is what I do and it works just fine. If you don't like that, create your own category for 'pension payment'.
__________________
AltaRed is offline   Reply With Quote
Re: Quick Quicken Question
Old 01-23-2007, 09:31 AM   #4
Dryer sheet wannabe
 
Join Date: Aug 2006
Location: Murrells Inlet
Posts: 24
Re: Quick Quicken Question

Thanks. I will look into the pension payment category option as it would keep it separate from regular income, or maybe not and consider it a paycheck as my financial picture is not that complex.
__________________
CaptCurmudgeon is offline   Reply With Quote
Re: Quick Quicken Question
Old 01-23-2007, 10:26 AM   #5
Moderator Emeritus
Nords's Avatar
 
Join Date: Dec 2002
Location: Oahu
Posts: 26,619
Re: Quick Quicken Question

Quote:
Originally Posted by Capt Curmudgeon
I am setting up Quicken for Mac. What a PITA! Where do you record regular pension 1099R payments?
You could make up your own income category:subcat and call it
"Pension:Curmudgeon".

I've been using "Salary:Nords" since 1992 and I kept on doing so when I retired. I don't download from any websites or upload to any others (other than investment prices) so it doesn't matter.
__________________
*
*

The book written on E-R.org, "The Military Guide to Financial Independence and Retirement", on sale now! For more info see "About Me" in my profile.
I don't spend much time here anymore, so please send me a PM. Thanks.
Nords is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Quicken 2004 question - not supported - how to import. dex Other topics 6 05-22-2007 07:49 PM
Quick Tax Question -- SEP Without Deduction Benefit TromboneAl FIRE and Money 5 01-24-2007 02:43 PM
Quick question Donzo Other topics 8 01-16-2007 08:17 AM
quicken question wabmester FIRE and Money 19 01-02-2007 11:34 AM
Quick 529 College Plan Question TromboneAl FIRE and Money 3 11-29-2006 02:14 PM

 

 
All times are GMT -6. The time now is 10:29 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.