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Quicken record keeping
I see a way to improve my financial record keeping.
Date: 2/17/2006 10:34:43 AM ( 19 y ) ... viewed 1233 times Oh, I see!
I can create more and more accounts
where I can instantly see the balance
for sales....and costs for The Love Cures.
That would be good, and simplify things.
Working with the money numbers always has
stressed me and help back my progress.
Now I see, I can learn to run a report
leaving out the transfers, and enter amounts.
Experiment with this Leslie!
It will make a difference.
Come alive in Left Brain structures.
Oh, Spirit, I could use a financial advisor
to work through some of these details..
is there anyone on the internet who can support
what I need so I do not get so anxious when
I get stuck with the money numbers?
___
http://cma.zdnet.com/book/quicken/ch31/ch31.htm
Leslie, some of this will help:
Table of Contents:
* Introduction
Part 1: Essentials
* Chapter 1 - Welcome to Quicken
* Chapter 2 - Starting and Exiting Quicken
* Chapter 3 - Completing the New User Setup
* Chapter 4 - Quicken Overview
* Chapter 5 - Getting Help
* Chapter 6 - Setting Up and Reconciling Your Accounts
* Chapter 7 - Using Quicken's Registers
* Chapter 8 - Organizing Your Finances Using Categories
* Chapter 9 - Paying the Bills
* Chapter 10 - The Financial Calendar, Scheduled Payments, and Alerts
* Chapter 11 - Creating a Financial Snapshot
* Chapter 12 - Getting Answers with Reports and Graphs
* Chapter 13 - Budgeting and Forecasting
* Chapter 14 - How to Reduce Your Debt and Start Saving
Part 2: Taxes
* Chapter 1 - Understanding Your Income Tax
* Chapter 2 - Setting up Tax-Related Categories
* Chapter 3 - Quicken and Your Income
* Chapter 4 - Understanding Deductions
* Chapter 5 - Introduction to the Tax Planner
* Chapter 6 - Using the Tax Planner
* Chapter 7 - Understanding the Results
* Chapter 8 - Linking Quicken to TurboTax
* Chapter 9 - The Tax Deduction Finder
Part 3: Online Services
* Chapter 1 - Taking Quicken Online
* Chapter 2 - Setting Up and Using the Online Center
* Chapter 3 - Online Banking
* Chapter 4 - Online Payments and Online Billing
* Chapter 5 - E-Mailing Your Financial Institution
* Chapter 6 - Managing Online Investment Accounts
Part 4: Small Business
* Chapter 1 - Understanding Small Business Accounting
* Chapter 2 - Classes for Business Transactions
* Chapter 3 - Managing Your Debtors (Cash-Based)
* Chapter 4 - Managing Your Debtors (Accrual-Based)
* Chapter 5 - Handling Bounced Checks
* Chapter 6 - Applying Refunds and Credits
* Chapter 7 - Coping with Your Creditors
* Chapter 8 - Running a Cash Box or Cash Register
* Chapter 9 - Managing the Payroll
* Chapter 10 - Paying the Payroll Tax
Part 5: Investing
* Chapter 1 - What Is Personal Investment?
* Chapter 2 - A Personal Investment Road Map
* Chapter 3 - Financial Calculators
* Chapter 4 - Creating a Portfolio
* Chapter 5 - Buying, Selling, and Other Transactions
* Chapter 6 - Tracking Your Investments
* Chapter 7 - Useful Investment Strategies
* Chapter 8 - Using Investor Insight
* Chapter 9 - The Mutual Fund Finder
Part 6: Advanced Tips & Tricks
* Chapter 1 - Customizing Quicken's Color Schemes
* Chapter 2 - Setting Quicken's Preferences
* Chapter 3 - Importing and Exporting Data
* Chapter 4 - Quicken Home Inventory
* Chapter 5 - Managing the Financial Address Book
* Chapter 6 - The Paycheck Wizard
* Chapter 7 - Using the Emergency Records Organizer
* Chapter 8 - Managing Loans
* Chapter 9 - Searching and Replacing Transactions
* Appendix A - Installing Quicken 98
Filtering Reports with Classes
Reports can provide an overview, a segment of relevant data, or a minute part, all with categories, subcategories, classes, and subclasses. To quickly and easily customize almost any Quicken report so that it displays only those transactions belonging to a certain class or subclass, follow these steps:
1. Select your report from the Reports menu.
2. Click Customize either in the upper-left corner of the report window or along the lower edge of the Report Creator dialog box.
3. In the left-hand box titled Select to Include, click Classes.
4. (Optional) To deselect all classes, click Clear All. To reselect them, click Mark All.
5. Select the classes you want to include by clicking beside each on the left-hand side of the Class list. Quicken places an arrow beside those that will be included. This works on a toggle system, so just click once more to deselect each class.
6. (Optional) You can't use the Class list to specify subclasses. Instead, select the parent class and then type the subclass into the right-hand section of the dialog box under Class Contains. Alternatively, click the down arrow and select the class from the list. Specify further subclasses using the colon (:) separator, for example: class:subclass.
7. Click Create to generate the report.
In this lesson, you learned about using classes and subclasses. In the next lesson, you will find out how you can use Quicken to track your debtors.
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