I have many medical expenses, both doctors and drugs, that occur repeatedly. The only changes each time are date, insurance info, payment method, and status. I suggest a window/tab for setting up a repeating item, in which all data can be entered except date, and a means to generate an expense occurrance from the repeating item.
I have many medical expenses, both doctors and drugs,
that occur repeatedly. The only changes each time are
date, insurance info, payment method, and status. I
suggest a window/tab for setting up a repeating item,
in which all data can be entered except date, and a
means to generate an expense occurrence from the
repeating item.
I'm glad I didn't answer you right away as I don't think I understood your point on the first reading. I was about to point out the "Copy" and "Duplicate" items on the Edit button of the Expense Log. If you don't know about these, then look into them.
However, I'll assume for the time being that you do know about these, and what you are looking for is a facility for setting up memorized and/or scheduled expenses similar to the memorized and scheduled transactions in Quicken. Is this correct?
Interesting discussion. I have four absolutely repeating expenses every month ... except for the date. The same four repeat for my wife, so that would make eight duplicates to enter. They are all insurance (dental, Medicare Part B, Medicare Part D, and a Medicare Supplement.
Right now I scroll (rather painfully ... sorry, Quicken Bruce) to the previous month's payment, duplicate the payment, change the date of the duplicate, open details and change the payment date, and save the item.
I'm not sure what process could make it more simple. I do need to set myself a reminder since Medicare Part B and Part D are automatically deducted from the Social Security payment ... so I have a tendency to forget to enter them in QMEM. ;-)
Yes, "a facility for setting up memorized and/or scheduled expenses" is EXACTLY what I'm thinking of. While it wouldn't be identical to the memorized and scheduled transactions in Quicken, the idea is the same.
