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Posted by Laura on March 6, 2008, 1:36 pm
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>
>>> Okay, I have a large (3000± entries) register. The entries were
>>> downloaded from my bank and the categories and splits were made by my
>>> wife. Need to do my taxes and a lot of the categorization is screwed
>>> up.
>>>
>>> What I would like to do is create a second, identical, data set. With
>>> any other software I would simply use a "save as" function. In this new
>>> (second) data set I would cherry pick maybe one out of every 10 items
>>> (looking for tax expenses), give it a category, along with correcting
>>> all the splits (Master Card billings) and giving them correct
>>> categories. I would then ask for a report ONLY on my newly categories
>>> and do my taxes.
>>>
>>> My wife's original data, categories, splits would be unaffected. How do
>>> I do this in Quicken?? How do I open a new file with the pre-existing
>>> data? There must be a 'save-as' function somewhere.
>>>
>>> All replies greatly appreciated.
>>
>> The "save as" function that you are looking for can be found under
>> File>>File Operations>>Copy.. You can specify a new file name and
>> location as well as the dates of the transactions you want to copy into
>> the new file. Then use the File>>open function to open up the new file.
>>
>> You might look into sorting the file by Payee so that you can quickly
>> review and/or change the category on your transactions.
>>
>> You can customize the reports to display your categories.
>
> Okay, ignore previous question. By reading your answer (File>>open) I
> know what to do.
>
> Thank you so much Laura!!!!
glad you figured it out. Don't forget you will see the file name on the
title bar of your screen. Make sure your COPY sticks out so that you don't
pull up the wrong file.
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