setting up new checking

Jer's Avatar

Jer

01 Jun, 2023 06:06 PM

I downloaded to test, getting tired of Quicken flufff I don't need. Seems I having trouble setting up a checking account. Set up something called Jer Test , looks like it thinks it is an account but I can't delete it? This Jer test is something I did earlier and then gave up, want it gone now.

Then I tried to set up a checking account and it keeps asking for a parent account, what does that mean? I didn't want it to be a sub account, wanted it to be the parent and then set up a sub account.

Is there a tutorial?

  1. 1 Posted by mhoggie on 01 Jun, 2023 08:50 PM

    mhoggie's Avatar

    just a user,

    Here is the tutorial
    https://infinitekind.tenderapp.com/kb/accounts-and-categories

    The default parent account is the name of the database file you created. If you select others the account will be a sub account of that account. So your database name is most likely what you want.

  2. System closed this discussion on 31 Aug, 2023 09:00 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac