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I recently added an "account" into my Quicken file called "set aside" -- what I do is I make a transaction in my checking account for the amount of $ I want to set aside for whatever, but I just have it moved to the "set aside" account so it is there and waiting as soon as I need it. Then, when I do, I just delete the appropriate transaction(s) from my log so the money is "transferred" back to my checking account, and make the payment(s) the money was set aside for.



Hi! Kathi

I also use Quicken and here is what I do: I always post all my bills for the next month in my checking file in advance so all my Credit Card acc. always show $0.00 and I know at a glance how much I have left at any point in time for the next 30 days. It works great.

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