Ohio State University Extension Bulletin

Computerized Farm Record Keeping with Quicken® 2003

Bulletin 908


Categories & Classes

Subcategories

Subcategories are a further breakdown of an income or expense category designated by a colon ‘:' between the category and subcategory in the category field when entering a transaction. For example, the Repairs category may have two subcategories, Building and Machinery to separate transactions and their associated dollar amounts for summarizing (e.g. Repairs:Building).

Subcategories are set up in the same way as categories, except when you designate "Type" in the SET UP CATEGORY window, Click Subcategory of, Click the adjacent down arrow to view the pull down menu. Click the category that the subcategory is to be assigned to. Subcategories are edited in the same way categories are edited.

Classes

Classes are a second way of classifying your transaction data so you can summarize by enterprise, landlord, property or farm, e.g., corn, soybeans, wheat, hogs, beef.

Classes may be set up in the same three ways categories are set up: 1) ahead of time, 2) as you enter transactions, 3) imported into a file using a QIF file.

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All educational programs conducted by Ohio State University Extension are available to clientele on a nondiscriminatory basis without regard to race, color, creed, religion, sexual orientation, national origin, gender, age, disability or Vietnam-era veteran status.

Keith L. Smith, Associate Vice President for Ag. Adm. and Director, OSU Extension.

TDD No. 800-589-8292 (Ohio only) or 614-292-1868



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