Quicken Community - Deductible calendar years

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Deductible calendar years

Jan 24, 2007 06:54 am

mikenirish

New Member

Total posts: 4

Quicken Deluxe 2005

Windows XP

My two insurance plans are based upon two different time frames. One is the calendar year and the other is the fiscal year. Any suggestions on how to set these up in the screen where deductibles are tracked?

Thanks.

Mike

Replies:

apwilhelm

Senior Contributor

Illinois

Total posts: 1302

Voted helpful: 10

Number of years using Quicken: 2 to 5 years

Quicken Premier 2007

Windows XP

#1
of 2

Re: Deductible calendar years
Jan 24, 2007 11:22 am

My two insurance plans are based upon two different

time frames. One is the calendar year and the other

is the fiscal year. Any suggestions on how to set

these up in the screen where deductibles are

tracked?

Thanks.

Mike

When you say "the screen where deductibles are tracked", do you mean the Insurer Details screen? If so, then set the Plan Start Date and Plan End Date fields as appropriate for each plan.

If you mean some other screen, then go to the Insurer Details <press Ctrl-Shift-I, click on the Edit button by each of the Insurers, click on the "Deductibles/OOP Max" tab>, and set the dates as appropriate.

-Tony

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