Suggestions for year ending reports

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

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.

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