Reports and discretionary spending categories


D

David Arnstein

I am using Quicken 2010 Premier. I would like to understand "discretionary"
categories a bit better.

I just went through all my categories and I edited the ones that I
consider non-discretionary spending. Specifically, I right-clicked on
each of these categories, selected "edit," and in the ensuing dialog
box, I checked the box marked "spending is non-discretionary."

I would like to know how I can use this "spending is non-discretionary"
attribute that I just applied.

Regarding the above general question, I executed the standard report
named "Spending by Category." I customized it to select only the Category
Group "Discretionary." The resulting report was empty. Similarly, I
customized the report to select only the category group "Mandatory
Expenses." The report was again empty.

So far I have learned that the attribute "spending is non-discretionary"
of a category has no relationship to the Category Groups "Discretionary"
and "Mandatory Expenses" found in the Reports Center.

Should I avoid using the "spending is non-discretionary" attribute of
categories? Maybe it does not do anything at all.

What is the best way to generate reports of discretionary spending in
Quicken?

Thanks for any explanations.
 
Ad

Advertisements


Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top