I have just purchased Quicken and need help in setting everything up properly.
Here is a little background and some of what I’ve done and what I would like help with.
This is only being used for my personal finances.
I have integrated all of American Express charges and use AMEX for 90% of my monthly charges. I use Amex for both business and personal but my business is always reimbursed so I just want to be able to segment that out.
This is integrated and showing up in Quicken. I want to be able to have detailed reporting that shows each Amex charge into buckets. I can go into Amex and set up categories and then hopefully have that transfer over to Quicken. For example, if I charge Uber then I want it to show up as Business- Taxi. Then something like Personal - Meals for a charge at a restaurant. Also, if I go to the same places then I don’t want to have to do it every time but just have Quicken recognize the vendor and auto populate it.
Then be able to run a report that shows me how much I spent this month on breakfast or lunch or dinner or all meals.
I have also integrated my bank and my investment accounts.
Ultimately I want Quicken to act as an accountant for me so I can analyze my personal financial situation on a weekly, monthly, yearly basis.
How much am I worth today, how much did I make this month, how much did I spend and on what?
Is that something you can help with?
If so, how do we proceed and what would be the estimated cost?
What measures do we take to protect my security through this process?
I live in Nashville, TN so it will need to be virtual but that is great with me.