I am the treasurer of a volunteer organization. They just had a fund raiser on Sunday. I am being pressured to produce a report showing how much was made. I am able to do that but the problem is that all the bills are not in yet and people will run with the Net amount shown which is not correct. My question, is there a way to add a comment to the report, hopefully in bold letters, saying that there are missing expenses that will modify the bottom line. Thanks for the help.
Comments on Reports?
Sep 16, 2009
6 Replies
Not from within Q.
You could print the report to PDF and either hand write or use Adobe to add your footnote to the page.
Thanks, but I only have Adobe Reader. As far as I know I can not modify a document with that,
Hi, trvlnmny.
If you can export the report Excel, you should be able to add a comment there. Excel will let you put quite a bit of text into a single "comment" cell, and format that cell to use a large font - and colored if you choose.
Don't ask me for details; I haven't produced such a report in several years - which means several generations of Quicken and Windows. But I'm sure Laura and John and several others here can help.
RC
The free Foxit Reader includes a typewriting tool.
formatting link
Or export to the Clip Board and then paste into Word.
Eric
Adobe reader won't work for you.
Here's one way to cheat: Create a word document that contains just your footnote. Run that piece of paper through the printer and print your Q report. This puts your report and footnote on the same page. Now use a copy machine to make copies to distribute.
If you have to e-mail the report to the organization then use a scanner or get a PDF editor/creator like CutePDF or Foxit Reader or Foxit Creator.
There are other ways to get that footnote on the same page as your printed report. All depends on how much time and effort you want to spend doing this.
Do you know what the pending expenses are? - or can you estimate these?
If so, you can enter the pending payments in the register - with say a month-end date. Then run a Banking Transaction report with the proper account(s) and date range setting to include these pending payments. Example for a report covering the current month you can select Date Range > Monthly > Current Month. The resulting report will display beginning and ending account balances and will include all transactions for the current month..
If the pending amounts are estimates you cold clearly identify these by a memo entry or you could create a unique entry for the NUM column
- e.g., "EST" - or other identifier.
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