You have guest access to browse, login, or register.

Reply to this topic
Quicken Community  / Forums  / Quicken Medical Expense Manager  / Entering Expenses  /
What's the best way to enter a whole year's worth of expenses?
Oct 15, 2005 08:36 am

[janet13]
janet13

Total posts: 2
Quicken Medical Expense Manager V1
Windows XP
?:|

Hi!

I don't even know where to begin. I have to input all my 2004 medical expenses ASAP. What do I enter first? Prescription receipts, EOB's, Dr.'s appointments, etc??

For example: I have almost all the pharmacy receipts and almost all the cash register receipts for each of my purchases, (as well as my husband's, son's etc). But there are a few register receipts without the pharmacy receipt. They're obviously for medication as they have a big "RX" in front of the item....but I can't figure out what it was for, who it was for etc... I can't just ignore it or leave it out because some of them are for quite a bit of money.

I have an Oct 17th deadline and it's the 15th!!!!!! I'm not a procrastinator, I just have sooooooooo many medical expenses - I've been trying to organize all this for a whole year! Hopefully this program will help me somehow...I just need to know how to begin!

Thanks!

Janet
Replies:
 

[GRWILHELM]

Total posts: 33
Quicken Premier 2006
Windows XP
This is a new post #1
of 1
Re: What's the best way to enter a whole year's worth of expenses?
Oct 15, 2005 11:33 am 
Reply to this message  
Janet:

I would start will all you bills and enter them. I would not sort them out before entering them. The program will allow you to sort through them after you enter them in.

For prescriptions without a name enter them as a family member called "Unknown". You can always come back and change the name after you figure out who the bills was for. Also this will allow you to have all the unknowns in one group.

Once you entered all the bills, enter in the EOB's to the matching expense to see if you have all the receipts.

I would also file the bills EOB's in a binder by date, which makes it easy to find when you are looking for the written copy.

Hope this helps,

Gary

0 users found this answer helpful. Did you find this answer helpful? Yes No
 
 
 
 
XML RSS feed
QuickFeeds
Post to Del.icio.us
Digg!
 

In order to post a message, you must login.

Quicken Community  / Forums  / Quicken Medical Expense Manager  / Entering Expenses  /




Top of page