The copied data has always stayed consistent to the WYSIWYG original formatting of the Quicken Report on screen.Like most people who buy Quicken, you’re probably looking for help: with credit card receipts, checking account statements, retirement plans, and on and on the list goes. I then paste it into a formatted Excel spreadsheet template for additional analysis. For the last several years I have routinely generated a saved report in Quicken Windows and then copied it using 'Copy to Clipboard'.
![]() ![]() Although Quicken Home & Business ( What’s New in Quicken 2009) offers features like invoices, accounts receivable, and payroll, it doesn’t offer ledgers, true double-entry accounting, a chart of accounts, inventory control, or certain financial reports that accountants and the IRS require. From simple reminders to pay credit card bills on time to portfolio reports that show you whether your investments are working as well as they could be, Quicken is bursting with tools to improve your financial situation.Quicken isn’t a true bookkeeping or accounting program. Whether you spend cash, rack up credit card debt, or salt away savings from each paycheck, the program’s planning features help you decide what to do with your money in the future. You can also feed tax-related data into programs like Turbo Tax and then import your tax return results into Quicken to plan next year’s tax strategy.Quicken doesn’t just track what you’ve done with your money in the past. Copy A Report Format In Quicken 17 Manual Can Help(In fact, your grumbling may decrease as you discover that keeping your books is easier in QuickBooks and that you now have more time to run your business.) If you decide to use QuickBooks, QuickBooks 2009: The Missing Manual can help you get started.Assets are things you own, like checking accounts, certificates of deposit (CDs), brokerage accounts, a house, and your car. But if you pay your accountant for advice and she’s willing to help you get started with QuickBooks, the transition won’t be painful. Yes, QuickBooks costs a bit more and dumps you unceremoniously into the Scylla and Charybdis of debits and credits. But if you work with a bookkeeper or accountant, you’ve no doubt heard pleas to switch to Quick-Books (Intuit’s small-business accounting program)—and it’s generally a good idea to listen. (However, Quicken’s “Income/Expense by Category” report can pass for a profit-and-loss report or income statement.)If you have a small business and you don’t track inventory or generate standard financial reports, you can get by with Quicken Home & Business. Businesses keep short-term and long-term liabilities separate. The time frame is the only difference between Quicken’s liability accounts and the ones you see in business accounting. Quicken includes liability accounts to cover every type of debt you carry. Furniture and clothing are assets as well, though most folks don’t bother tracking them in Quicken.Liabilities are what you owe to others, like credit cards, mortgages, and other types of loans. Instead, you create income and expense categories. Quicken, by contrast, doesn’t have income and expense accounts. Expense accounts track money the organization spends, like employee salaries, office rent, and accountants’ fees. Digitalpersona fingerprint software windows 10That’s it—and, for many people, that’s enough.Quicken Deluxe ($59.99) handles all the basic personal finance tasks, from tracking spending to paying bills, downloading transactions, budgeting, and tracking your investments. With this edition, you can record your banking deposits and payments, balance your checkbook, reconcile your bank accounts, and see how you spend your money. The downside is you can’t track anything but income and spending investing and asset accounts aren’t part of this edition.Quicken Starter Edition ($29.99) is only for first-time Quicken users who are starting from scratch, because you can’t import existing Quicken data if you’ve used the program before. It lets you access your accounts (which live online) from a computer or a Web-enabled cellphone. If you like to start every Quicken session with a peek at specific aspects of your finances, you can create a custom view ( Creating a custom view) that lives on the My Pages tab and tell Quicken to display it whenever you launch the program ( Customizing the Account Bar).Simplified Account List window. This edition is like Quicken Premier on rental-property steroids, with built-in categories for rental income and expenses and other rental-oriented features.Figure 1. Click one of Quicken’s navigation tabs to jump to the financial activity at hand. This edition offers everything that Quicken Premier does and adds payroll, accounts receivable, invoicing, and mileage tracking.Quicken Rental Property Manager ($149.99) is a new edition that helps you track your personal finances and the rental properties that you manage. It also offers to help find tax deductions you may have missed.The only reason you’d spring for Quicken Premier Home & Business ($99.99) is if you run a small business and want to track both your personal and business finances with the program. This edition does everything that Quicken Deluxe does, but throws in additional investment tools. If you plan to use the program to track your spending, gather your tax data, track basic investment information, and do a little planning, Deluxe is all you need.Quicken Premier ($89.99) is for people who are serious about investing. Click the Bills navigation tab ( Navigating with Tabs) and you can see what bills are coming up during the next week, the next two weeks, or the next 30 days. If you’re constantly juggling funds to stay ahead of your bills, the new bill management center may help. There, you simply select an account and then edit its settings.Bill management center. Now, everything about accounts is in one place ( Closing Accounts): the Account List window (press Ctrl+A to open it).
0 Comments
Leave a Reply. |
AuthorChris ArchivesCategories |