If you want to make a quick calculation while you’re entering data in the account register, you don’t have to reach for the calculator on your desk or in Dashboard. Once you’ve set up these classes, you can easily generate a report for the entire family’s medical expenses (sorting by category), another for all your expenses (sorting by class), and a third for just your medical expenses (sorting by both class and category). For example, you’d enter Medical/Bob for one of Bob’s medical expenses. Then, during data entry, you can assign a class to a transaction by appending a forward slash and a class name to the category name. Just choose Lists: Classes, click on the New button in the Classes window, and add a new class name. For example, you might create a class for each of your family’s members. Classes are distinct from categories, so they can further define a transaction that has already been assigned to a category. The smarter thing to do is to create classes in Quicken. But what about your kids? Do you really need a different Medical subcategory for each family member? If you do, and if you apply the same logic to your other expenses, you’ll soon have an unmanageable number of categories and subcategories. You could create two subcategories under the Medical category. For example, let’s say you want to track individual medical expenses for you and your spouse. Quicken makes it easy to create categories for all your financial transactions-perhaps too easy.
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