Where is P&L Report

May 13, 2009 1 Replies

In Qkn Premier 2009 I cannot access or find any P&L reports



I was able to create them in Qkn Premier 2006 (at least, that is what version I think I was using) and, in fact, saved P&L reports. When I try to open those reports now (in Qkn Premier 2009), I am told "no matching transactions found".



I sold a couple of properties and want to create a P&L that includes the impact of these transactions.



Any help/suggestions or am I out of luck with my version of Quicken. Thanks


There are definitely changes in later versions of Quicken relating to P&L reports, but I'm not sure just how they would affect you.

The P&L report has become essentially a "business" report; I'm surprised you would have one available at all in the Premier version of Quicken. [I have Q2008 Premier, and there is no P&L report available.] Perhaps some earlier versions of Quicken allowed P&L reports to non Home&Business users and your old reports got carried over ... sort of.

The most important change to P&L reports If you have not already done so, you can try assigning a Schedule C tax line item to one of the categories that normally appears in your P&L. If you then see that category in the P&L, you can continue to assign Schedule C categories to the rest of your business categories.

But it sounds like you might need Schedule F tax line items ... which don't qualify for the P&L report.

If you can't get your existing categories to qualify for the P&L report, you either need to move up to the H&B (or RPM) version of Quicken, or use the Income/Expense report ... which can almost exactly duplicate the P&L report.

[I also have Q2009 RPM.]

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