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Posted by R. C. White on May 4, 2007, 3:30 pm
Please log in for more thread options Hi, Paula.
> I have to remember to adjust the settings each time I run a report to
> include all accounts I pay from. My memory is not as good as it used to
> be.
Mine, too. Why not just include ALL accounts?
In most reports, there is no need to exclude any account. If you include an
account from which no matching expenses were paid, the report looks the same
as if you had excluded that account. Of if you had included only accounts
from which expenses were paid - unless you forgot to include one.
RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Currently running Vista Ultimate x64)
> Thank you for your reply John.
> Sorry I did not include the version I am using.
> Quicken Basic 2007 and Vista.
>
> I did indeed see that one can memorize a report once they are customized
> to one's needs and I did so for the medical expense report which I use
> frequently, but there are other reports that I would only run infrequently
> which I would think would benefit from a global setting telling it to
> always include all the accounts I normally pay from. As this software now
> stands, I have to remember to adjust the settings each time I run a report
> to include all accounts I pay from. My memory is not as good as it used
> to be. <s> I would think this would just be a "NO BRAINER" to the
> programmers and I am so surprised it was set up this way. Anyone not
> remembering to customize a report to include all accounts they pay from
> will get incorrect reports. This is not acceptable in my humble opinion.
> Thanks again for your reply.
>
> Paula
>
>
>> DotCom wrote:
>>> Sometimes I pay medical expenses by check and sometimes I
>>> charge them. When I run a report to find my medical
>>> expense payments it only shows the payments I've made by
>>> check. I have to remember to go into "Customize" in the
>>> report, and then click on the accounts tab and then check
>>> my credit card account as well. How to I tell it to
>>> always include my credit card account in all reports I
>>> run? I don't see an option for this.
>>
>> It could turn out that you need to tell us what version of
>> Quicken you are using; while it may not be necessary in your
>> particular case, I believe you should always accompany your
>> questions with your Quicken version (there's actually quite a
>> few other potentially useful pieces of information, which can be
>> left for another time).
>>
>> Most Quicken versions will allow you to "Save" (or "Memorize")
>> reports that you create, so you can later use them just as you
>> customized them. Look for "Save" or "Memorize" when you have
>> the report created. And look for more information about
>> saving/memorizing reports and using them in Quicken Help. Also
>> consider placing an icon on your Quicken toolbar to run those
>> "saved" reports with one click. (Another subject described in
>> Quicken Help).
>>
>> --
>> John Pollard
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