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Posted by Sam on December 2, 2006, 9:16 am
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Are there any generally agreed upon rules or suggestions on what
reports should be generated at the end of each year for personal
records? Can anyone make a suggestion, even if it is just from personal
experience, on what reports a person should make hard copies of at the
end of each year.
Thanks,
Sam
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Posted by Andrew on December 2, 2006, 9:56 am
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Sam wrote:
> Are there any generally agreed upon rules or suggestions on what
> reports should be generated at the end of each year for personal
> records? Can anyone make a suggestion, even if it is just from
> personal experience, on what reports a person should make hard copies
> of at the end of each year.
>
> Thanks,
>
> Sam
Oh boy - you might get a gamut of replies on this one, since each person's
use of Q is different (that's why it's so much fun!). The answers can run
from ("None - why bother if you have the Q files available on your PC -
isn't the point to minimize paper?") to ("Oh, I print a transaction report
with all split details and every available field printed so I have a
complete hardcopy record of all my dealings for the year"). Others might
'print' reports, but really save them as separate files or burn them to CDs
and throw them into a safe deposit box.
Personally, the only hardcopy I keep from year to year to a tax report that
I generate to feed (manually, I might add) into Turbo Tax. I keep that
report with notations on it since it's the basis of many of my 1040 (and
friends) entry.
I too will be interested in seeing what people do.
-------------------------------------------------
Regards -
- Andrew
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Posted by MiR on December 2, 2006, 12:49 pm
Please log in for more thread options @hotmail.com says...
>
> Are there any generally agreed upon rules or suggestions on what
>reports should be generated at the end of each year for personal
>records? Can anyone make a suggestion, even if it is just from personal
>experience, on what reports a person should make hard copies of at the
>end of each year.
I don't make hard copies, but I create PDFs of a balance sheet showing assets,
liabilities, and equity, as of December 31st each year. I like being able to
see the
changes from year to year.
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Posted by Bernie on December 3, 2006, 9:26 pm
Please log in for more thread options On 12/2/2006 8:16 AM, Sam wrote:
> Are there any generally agreed upon rules or suggestions on what
> reports should be generated at the end of each year for personal
> records? Can anyone make a suggestion, even if it is just from personal
> experience, on what reports a person should make hard copies of at the
> end of each year.
>
> Thanks,
>
> Sam
>
I don't print anything. Having been using Quicken for years and years.
One thing we do do shortly after the first of the year though, is to
prepare a new budget. We do that based on actuals from the preceding
year and anything different we know about the coming year. We are able
to that all on screen and without printing anything. We should probably
review our actuals against budget more often during the course of the
year - but what fun would that be? :-) Would probably just start
arguments within the house.
I'll consider the comment that Andrew made, though, about printing and
annotating a tax report. I do feed TurboTax from Quicken and then make
some adjustments in TurboTax when necessary. I also used It's
Deductible last year for the first time because it came with TTAX and it
was worthwhile although I did find a bug in it that limited its usefulness.
Bernie
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