Weeks 1-2 CD “Year to Date Income/Expense Input”) Helpful Hint 2-32a confuses me. Rather than entering summary transactions to bring my year-to-date activity current, wouldn t it just be easier to enter the transactions manually into Quicken?
Depending on the volume of transactions that remain to be entered into Quicken and the work that you ve done in summarizing your historical expenses on pages 69-70 of the Guidebook, it may be easier for you to sit down with your checkbook and credit card statements and enter the missing transactions manually item by item. The one advantage of entering your transactions in detail, will be the ease of reconciling your bank and credit card accounts. If you enter monthly summaries, as outlined in the Week One and Two “Year to Date Income/Expense” CD Session, you may have some difficulty in identifying items which may not have cleared the bank or credit card company. This should not be a problem if your income and expense summaries are over 90 days old because of your downloaded transactions.
