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From: Art McClinton on 20 Mar 2010 12:59 I am new to Quicken as I have just recently moved from Money. I am trying to generate a report with the balance at the end of last month. The issue I have is that many accounts (CD's primarily) have a balance of zero. I would like to generate a report of all accounts that at the end of last month had a non-zero balance. Within Money I could select all accounts and then indicate on the setup screen to not include in the report any account which had a zero balance. I can not seem to find a way to do this in Quicken. I have been generating the report, exporting to Excel and then deleting the lines with zero prior to printing. For example when a CD Matures I have been transferring the funds to the new account assigned by the FI, closing the express web connect, and hiding the account in the account bar. I have not hid the account in Quicken (lists, menus, reports) as want to export tax information and include it in Monthly account balances over the year. I also do not check the do not include in net worth total. Is this the correct way to handle it. Art McClinton
From: CSM1 on 20 Mar 2010 13:25 "Art McClinton" <Art.McClinton(a)cox.net> wrote in news:fa7pn.75939$jt1.38006(a)newsfe01.iad: > I am new to Quicken as I have just recently moved from Money. I am > trying to generate a report with the balance at the end of last month. > The issue I have is that many accounts (CD's primarily) have a balance > of zero. I would like to generate a report of all accounts that at the > end of last month had a non-zero balance. Within Money I could select > all accounts and then indicate on the setup screen to not include in > the report any account which had a zero balance. I can not seem to > find a way to do this in Quicken. I have been generating the report, > exporting to Excel and then deleting the lines with zero prior to > printing. > > For example when a CD Matures I have been transferring the funds to > the new account assigned by the FI, closing the express web connect, > and hiding the account in the account bar. I have not hid the account > in Quicken (lists, menus, reports) as want to export tax information > and include it in Monthly account balances over the year. I also do > not check the do not include in net worth total. Is this the correct > way to handle it. > > Art McClinton > One thing you can do is customize the report, uncheck the accounts (on the Accounts tab in customize) that you know to have a zero balance. Those unchecked Accounts will not be included in the report. -- CSM1 http://www.carlmcmillan.com
From: Art McClinton on 20 Mar 2010 15:26 "CSM1" <nomail(a)nomoremail.com> wrote in message news:Xns9D417E71BF0DFnomoremail(a)74.209.136.98... > "Art McClinton" <Art.McClinton(a)cox.net> wrote in > news:fa7pn.75939$jt1.38006(a)newsfe01.iad: > >> I am new to Quicken as I have just recently moved from Money. I am >> trying to generate a report with the balance at the end of last month. >> The issue I have is that many accounts (CD's primarily) have a balance >> of zero. I would like to generate a report of all accounts that at the >> end of last month had a non-zero balance. Within Money I could select >> all accounts and then indicate on the setup screen to not include in >> the report any account which had a zero balance. I can not seem to >> find a way to do this in Quicken. I have been generating the report, >> exporting to Excel and then deleting the lines with zero prior to >> printing. >> >> For example when a CD Matures I have been transferring the funds to >> the new account assigned by the FI, closing the express web connect, >> and hiding the account in the account bar. I have not hid the account >> in Quicken (lists, menus, reports) as want to export tax information >> and include it in Monthly account balances over the year. I also do >> not check the do not include in net worth total. Is this the correct >> way to handle it. >> >> Art McClinton >> > > One thing you can do is customize the report, uncheck the accounts (on > the Accounts tab in customize) that you know to have a zero balance. > > Those unchecked Accounts will not be included in the report. > > -- > CSM1 > http://www.carlmcmillan.com I have actually done that for the past six months but that means that every month I need to customize for that months report. I then need to also go through and add check marks to the new accounts added within the last month.
From: Tim Conway on 20 Mar 2010 15:50 "Art McClinton" <Art.McClinton(a)cox.net> wrote in message news:dj9pn.52116$2r7.6502(a)newsfe05.iad... > > "CSM1" <nomail(a)nomoremail.com> wrote in message > news:Xns9D417E71BF0DFnomoremail(a)74.209.136.98... >> "Art McClinton" <Art.McClinton(a)cox.net> wrote in >> news:fa7pn.75939$jt1.38006(a)newsfe01.iad: >> >>> I am new to Quicken as I have just recently moved from Money. I am >>> trying to generate a report with the balance at the end of last month. >>> The issue I have is that many accounts (CD's primarily) have a balance >>> of zero. I would like to generate a report of all accounts that at the >>> end of last month had a non-zero balance. Within Money I could select >>> all accounts and then indicate on the setup screen to not include in >>> the report any account which had a zero balance. I can not seem to >>> find a way to do this in Quicken. I have been generating the report, >>> exporting to Excel and then deleting the lines with zero prior to >>> printing. >>> >>> For example when a CD Matures I have been transferring the funds to >>> the new account assigned by the FI, closing the express web connect, >>> and hiding the account in the account bar. I have not hid the account >>> in Quicken (lists, menus, reports) as want to export tax information >>> and include it in Monthly account balances over the year. I also do >>> not check the do not include in net worth total. Is this the correct >>> way to handle it. >>> >>> Art McClinton >>> >> >> One thing you can do is customize the report, uncheck the accounts (on >> the Accounts tab in customize) that you know to have a zero balance. >> >> Those unchecked Accounts will not be included in the report. >> >> -- >> CSM1 >> http://www.carlmcmillan.com > > I have actually done that for the past six months but that means that > every month I need to customize for that months report. I then need to > also go through and add check marks to the new accounts added within the > last month. Afraid so. It looks as though that's what you have to do. Select the new accounts and uncheck the zero balance accounts each report.
From: CSM1 on 20 Mar 2010 20:26
"Tim Conway" <tconway_113(a)comcast.net> wrote in news:ho38uo$fm3$1(a)news.eternal-september.org: > > "Art McClinton" <Art.McClinton(a)cox.net> wrote in message > news:dj9pn.52116$2r7.6502(a)newsfe05.iad... >> >> "CSM1" <nomail(a)nomoremail.com> wrote in message >> news:Xns9D417E71BF0DFnomoremail(a)74.209.136.98... >>> "Art McClinton" <Art.McClinton(a)cox.net> wrote in >>> news:fa7pn.75939$jt1.38006(a)newsfe01.iad: >>> >>>> I am new to Quicken as I have just recently moved from Money. I am >>>> trying to generate a report with the balance at the end of last >>>> month. The issue I have is that many accounts (CD's primarily) have >>>> a balance of zero. I would like to generate a report of all >>>> accounts that at the end of last month had a non-zero balance. >>>> Within Money I could select all accounts and then indicate on the >>>> setup screen to not include in the report any account which had a >>>> zero balance. I can not seem to find a way to do this in Quicken. >>>> I have been generating the report, exporting to Excel and then >>>> deleting the lines with zero prior to printing. >>>> >>>> For example when a CD Matures I have been transferring the funds to >>>> the new account assigned by the FI, closing the express web >>>> connect, and hiding the account in the account bar. I have not hid >>>> the account in Quicken (lists, menus, reports) as want to export >>>> tax information and include it in Monthly account balances over the >>>> year. I also do not check the do not include in net worth total. >>>> Is this the correct way to handle it. >>>> >>>> Art McClinton >>>> >>> >>> One thing you can do is customize the report, uncheck the accounts >>> (on the Accounts tab in customize) that you know to have a zero >>> balance. >>> >>> Those unchecked Accounts will not be included in the report. >>> >>> -- >>> CSM1 >>> http://www.carlmcmillan.com >> >> I have actually done that for the past six months but that means that >> every month I need to customize for that months report. I then need >> to also go through and add check marks to the new accounts added >> within the last month. > > Afraid so. It looks as though that's what you have to do. Select the > new accounts and uncheck the zero balance accounts each report. > > You can maybe use the date range of monthly, Current Month, clear your zero accounts and save the report. That should give you a report each month, just use the saved report. -- CSM1 http://www.carlmcmillan.com |