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1. #SORT REPORT COLUMN QUICKEN FOR MAC HOW TO#
2. #SORT REPORT COLUMN QUICKEN FOR MAC CODE#
3. #SORT REPORT COLUMN QUICKEN FOR MAC PC#

This meant I had to run a category report for the tax lawyer. When The Copyeditor’s Desk was a sole proprietorship, I ran business income and expenses through my personal checking and credit-card accounts. That will cut the number of credit-union accounts from eleven to four, not counting the redundant savings accounts, which sit dormant and so really don’t need to be reconciled anyway.įurther simplifying matters is the S-corporation itself. And of course the joint checking account will have to stay. I will try to set something aside each month in a savings account to cover budget overruns and buy occasional indulgences like clothing. The self-escrow account will stay in business, since the only way I can be sure to have enough to cover those breathtaking bills is to set aside $325 a month, every month. Most expenses will be paid from this account. Instead of disbursing paychecks into various piggybanks (one to cover the monthly credit-card bills one to “escrow” the annual property tax, homeowner’s insurance, and car insurance one for monthly savings one for monthly nondiscretionary bills one to pool all income one for the S-corporation a joint checking account with M’hijito to handle the mortgage payments…and so on ad infinitum), all incoming money will go into one checking account, which will have a $10,000 cushion to back up the poverty-level wages I’ll be making.

#SORT REPORT COLUMN QUICKEN FOR MAC PC#

Excel operates smoothly on both platforms, and so I can move between the PC and the Mac with no problem.Īfter Canning Day, my banking strategy will be much simplified. This means that when the day comes that I no longer can afford Macintosh computers-and that day arrived on Tuesday, after I bought the MacBook-to continue using Quicken I will have to start completely anew, losing all historical data. It’s also very frustrating that Quicken data will convert from PC format to Mac format, but not back. A vast array of laws and loopholes applies to these things, none of them even faintly comprehensible to the amateur. Income has, over the years, derived from salary, contract work, limited partnerships, securities investments, nontaxable bonds, mutual funds, a 403(b), an annuity, a whole life policy, alimony, Social Security, unemployment insurance, sales of real estate, a C-corporation, a sole proprietorship, an S-corporation…it goes on and on. My taxes are so complicated, there is no chance on God’s green earth I could do them myself, nor would I trust Turbotax to stuff all my square pegs into its round holes. All I need to do that is a reasonably secure browser, say…Firefox running on a Mac, for example. Every financial institution that does business with me makes online transactions and statements readily available. I do my online banking directly with the credit union, thank you. There is no way I’m going to put my personal data online through that outfit’s tentacles. It’s a consumer-unfriendly product manufactured by a consumer-unfriendly corporation.

#SORT REPORT COLUMN QUICKEN FOR MAC CODE#

Why, you ask, do I eschew Quicken’s whiz-bang online features? Simple: I don’t trust Intuit, a corporation that issues ever-more-bloated versions of its program each year and then forces consumers to buy them by jimmying the code to render data entered in “older” programs unreadable.

Nor do I use Turbotax, Intuit’s companion to Quicken, billed as the answer to all your income-tax reporting problems. Quicken’s various planning calculators, especially the ones related to loans, come in handy, but similar calculators are all over the Internet.

What’s new is realizing I can make a generic program like Excel or its open-source equivalents do all I need Quicken to do.īecause I don’t use Quicken for online banking, my needs for the program are pretty plain-vanilla: keep track of expenses and income, categorize them, create an annual tax report, and reconcile bank accounts.

#SORT REPORT COLUMN QUICKEN FOR MAC HOW TO#

Using very basic skills (indeed), I’ve figured out not only how to create a running balance but also how to make Excel reconcile a checkbook against a bank statement. Over the past five years as a program administrator, I’ve learned just enough about how Excel works to set up a spreadsheet to operate as a checkbook. In another two weeks, I’m jumping Intuit’s ship, diving off the side of the SS Quicken into the cool waters of Excel. Share on Twitter Share on Facebook Share on Pinterest Share on LinkedIn Share on Email