How do I add an account to track reimbursable expenses


If you make a lot of reimbursable work-related expenses, you can track them in a Quicken cash account.

To add an account:

  1. At the bottom of the Account Bar, click Add an Account.
  2. Click Cash and then follow the on-screen instructions. Click Help for more information.
  3. Enter a meaningful name for the account, such as Reimbursables.
  4. When you get to the starting date and opening balance dialog, enter today's date and the amount of outstanding reimbursable expenses. Quicken will display this as a positive amount in the Reimbursable account's register. If you're not currently owed any money, enter zero.

Recording reimbursable expenses

In the future, follow this procedure when you record reimbursable expenses in your checking or credit card account:

  1. In the checking or credit card account where you make the expense, record the transaction in the account register, as usual. This is an expense transaction.
    • This transaction should reduce the balance of the checking account.
  2. In the Category field, instead of assigning a category to the transaction, click the Transfers tab on the left of the Category List and choose the reimbursable account you added.

Recording a reimbursement

In the future, follow this procedure when you record the reimbursement:

  1. In the account where you receive the reimbursement, record the transaction in the account register, as usual. This is a deposit transaction.

    • Tell me more
      This transaction should increase the balance of the checking account.
  2. In the Category field, instead of assigning a category to the transaction, click the Transfers tab in the Category List and choose the reimbursable account you added.

    • What happens next?
      Quicken subtracts this amount from the balance of the reimbursable account.

When you've received reimbursements for all your outstanding expenses, the balance of the Reimbursement account will be zero.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.