Track Transactions for Two People in One Account

If you and your spouse have a joint bank account which you both use, you can use tags to track each person's bank balance separately.

  1. Set up a tag for each person. You can even use a single letter, such as M for Michelle and C for Chris.
  2. For an opening balance, use a split transaction to allocate an amount to each person.
  3. When you enter transactions in the register (for deposits or withdrawals) assign a tag (M or C in this example) to each transaction.

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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.