[ggcsquicksig] Re: Tax Planning Cheat Sheet
- From: "Irma" <irmbo@xxxxxxxxxxx>
- To: <ggcsquicksig@xxxxxxxxxxxxx>
- Date: Tue, 5 Feb 2013 12:15:57 -0800
Thanks, Babette. I had some difficulty getting there, but I now have the
list of all uncategorized transacations. Thanks.
Irma
----- Original Message -----
From: <bcbloch@xxxxxxxx>
To: <ggcsquicksig@xxxxxxxxxxxxx>
Sent: Monday, February 04, 2013 10:23 PM
Subject: [ggcsquicksig] Re: Tax Planning Cheat Sheet
> Irma, et al:
> I think Irma may not have clicked on the little square box at the left of
> the Expense and Income headers...doing so will open the list of
> transactions that make up the total showing for each heading.
>
> Here are the step by step directions for getting this report. Writing and
> reading it takes longer than actually doing it, so don't be discouraged.
> It's a good thing to do...I just ran it to record the steps and found
> some transactions that I'd simply entered wrong by mistake.
>
> 1. Click on REPORTS at the top of the Quicken Register Screen
> 2. A list comes down...Select "Reports & Graphs Center
> 3. At the Center, on the left of the window/screen is a column headed
> "Quicken Standard Reports"
> 4. Select the heading "Spending"
> If the list isn't open, click on the black arrow to the left of
> the "Spending" Heading to open it.
> Select "Itemized Categories" and click on it
> 5. A screen will come up for the Itemized Categories report.
> Set the date for last year if you're doing it for tax season,, or
> for "Include All Dates", if you've never done it before and want
> to check the whole data file.
> 6. Click on the CUSTOMIZE button
> 7. On the next screen that comes up, where you can customize as to which
> accounts, categories, etc., to be selected, click on the
> Categories tab.
> 8. Click on the "CLEAR ALL" button - this will un check all categories
> in the list.
> 9. Click on the box next to "NOT CATEGORIZED" - it's the first item on
> the Category list. Selecting it tells Quicken to select only
> transactions that are uncatergorized.
> 10. Click on "Show Report" button
>
> This will bring up the report for the date period chosen ("Last Year" or
> "All Dates", or any other period you may choose.)
>
> The report is divided between Income and Expenses and lists any
> transactions under each heading that is uncategorized, with all details
> for each..i.e., date, account, description (payee), amount.
>
> If only the headings of Income and Expenses is shown, with a total for
> each, click on the little box with a Plus Sign to the left of the
> heading, and it will open the list of transactions. (Every time I've run
> this report, it opens with all transactions showing.)
>
> You can click on any transaction and you will be taken to the register
> with that transaction highlighted, so you can correct it. After making a
> correction, be sure to ENTER the change.
>
> You will find a title of the report at the bottom of the Quicken screen;
> click on it to open it again and select another transaction to correct.
>
> If anyone has any questions, feel free to ask.
>
> Hope this helps.
>
> Babette
>
> On Mon, 4 Feb 2013 14:09:10 -0800 "Irma" <irmbo@xxxxxxxxxxx> writes:
>> Hi Babette,
>>
>> I'm trying to use the information below that you sent to us on January
> 10th. I'm having trouble specifically with item #2. Following those
> directions does not show me which items don't have a category. It just
> shows the dollar amount for all income and expenses that weren't
> categorized.
> I can't figure out what I may have overlooked. Is there an additional
> piece to your directions?
>
>> From: <bcbloch@xxxxxxxx>
>> To: <ggcsquicksig@xxxxxxxxxxxxx>
>> Sent: Thursday, January 10, 2013 2:25 PM
>> Subject: [ggcsquicksig] Tax Planning Cheat Sheet
>
>> > 2. Run a Category Report ONLY for "Uncategorized". (Customize the
> report, set the date for "Last Year", and select "Uncategorized" as the
> only category for Quicken to include in the report.
>
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