|
Posted by JM on January 9, 2007, 9:08 am
Please log in for more thread options
I too have long wished for one more level of sub-totals - someday
maybe. Now I generally copy/paste to Excel for this.
One other option I find useful for tax time; Reports > Investing >
Investment Income.
Customize for taxable accounts, date, etc.
Drill down on a category - e.g., '_DivInc', and then sub-total
resulting report by Payee [or Account as desired].
Can generate several reports with good detail for tax purposes.
Disadvantage is that it takes several reports to cover the various
categories.
Gary wrote:
> You're doing VERY well. I had not remembered that there was a report
> for which I could specify a matrix, rows and columns.
>
> Let me also mention that it is a pet peave of mine (toward Quicken,
> not you) that they have not come up with a more usable format for
> their matrix report. This, for example, would be infinitely more
> useful:
>
> Payee1
> Category1 100.00
> Category2 200.00
> Payee2
> Category3 300.00
> Category4 400.00
> Payee3
> Category5 500.00
> Category6 600.00
>
> rather than
>
> Payee1 Payee2 Payee3
> Category1 100.00 0 0
> Category2 200.00 0 0
> Category3 0 300.00 0
> Category4 0 400.00 0
> Category5 0 0 500.00
> Category6 0 0 600.00
>
> especially when the matrices got really big and very sparse.
>
>
> >Try this one:
> >
> >Reports > Cash Flow
> >Customize for:
> >Date range
> >All accounts
> >Set Rows to display Categories
> >Columns to display Payees
> >On Advanced tab check 'Tax-related transactions only'
> >
> >Are we getting closer?
> >
> >Gary wrote:
> >> "Totals Only" only gets me partially there. I'm looking for totals
> >> for each Payee x Category. "Totals Only" will give me Payee Totals,
> >> or Category Totals, but not Payee x Category totals (which are
> >> necessary for income tax.
> >>
> >> Any further ideas would be genuinely appreciated.
> >>
> >>
> >> >
> >> >Gary wrote:
> >> >> I'm using Quicken 2007 H&B. Since I have to pay a quarterly
> >> >> estimated, I need a quick report that gives me, for each security
> >> >> and/or payee, annual totals of various categories of transactions that
> >> >> have tax relevance:
> >> >>
> >> >> Int inc
> >> >> Div
> >> >> ReinvDiv
> >> >> ReinvST
> >> >> ReinvLT
> >> >> Pension Inc
> >> >> CGLong
> >> >> CGShort
> >> >> Tax: Fed
> >> >> Tax: State
> >> >> Medical
> >> >> etc.
> >> >>
> >> >> I'm aware of the Tax Schedule and Tax Summary reports, but they insist
> >> >> on generating all the details...not just the totals for each category
> >> >> for each account, payee, and/or security.
> >> >>
> >> >> Anyone know of the easiest way to generate these required totals?
> >> >
> >> >The Tax Summary Rept and the Tax Schedule Rept can both be customized
> >> >to show totals only [for each category].
> >> >
> >> >Open the Customize window and under the Display tab there is a check
> >> >box to 'display 'Totals only'. See if this is closer to what you are
> >> >looking for.
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap