[ggcsquicksig] Re: Tax Planning Cheat Sheet
- From: "ernie pitz" <guidop6@xxxxxxxxxxx>
- To: <ggcsquicksig@xxxxxxxxxxxxx>
- Date: Fri, 15 Feb 2013 12:57:44 -0800
Babette,
I have never known about or used the Report option to check on
uncategorized or categorized expenses or income.
So using your âcheat sheetâ of the 2-14-13, I found a total of
about 6 cases in 2012 and as per your directions I corrected them!
I use an accountant for my taxes and being a laggard I need another
cheat sheet to review and correct my data in Quicken 2011 Premier
for 2012. There were âsheetsâ in the past to guide one like me through
the details. Are there any still any available?
Ernie Pitz
From: bcbloch@xxxxxxxx
Sent: Monday, February 04, 2013 10:23 PM
To: ggcsquicksig@xxxxxxxxxxxxx
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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