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R. Klein, EA
R. Klein, EA, Enrolled Agent
Category: Tax
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Experience:  Over 20 Years experience
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Where do I go on Quicken @2012 or earlier to get a list of

Resolved Question:

Where do I go on Quicken @2012 or earlier to get a list of taxable and non tables also incom for 2012?
Submitted: 1 year ago.
Category: Tax
Expert:  R. Klein, EA replied 1 year ago.

Randalltax :

It sounds like you need a category report.

Customer:

YES

Randalltax :

Along the top menu bar is a REPORTS option. This is just below the blue header.

Customer:

Where is my answer?

Randalltax :

Pull down the menu and select SPENDING

Randalltax :

A little patience, please.

Randalltax :

Then ITEMIZED CATEGORIES

Randalltax :

You can modify the dates to suit the range, such as LAST YEAR

Randalltax :

By clicking the little PLUS signs next to a category, you can expand the detail. The MINUS closes up the detail.

Randalltax :

Another way to get a report is to again click the REPORTS at the top

Randalltax :

then select EASY ANSWER

Randalltax :

A list of common reports comes up. You can choose Spending by Category, for example

Randalltax :

Select your date range, and customize the report if you like, then SHOW REPORT button will display your report.

Customer:

thanks--it took me over an hour to fill out your silly forms (repetitive) toget an answer and you took 4 min to reply with it....When I taught school we taught"say it simply and say it clearly" ...

Customer:

NOW YOU DID IT Thanks.

R. Klein, EA, Enrolled Agent
Category: Tax
Satisfied Customers: 2926
Experience: Over 20 Years experience
R. Klein, EA and 4 other Tax Specialists are ready to help you

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