I have a copy of Quicken 2017 and I'm planning to use it to manage multiple things, but I'm pretty lost right now with using the software. I have a small software company that is more less one contract that I'm doing work on right now. I also have my personal life (checking, savings etc). I've also recently been made a treasure at my son's Boy Scouts.
Last night I've installed the software and made a connection to the bank institution for our Boy Scouts. I was able to pull all the transaction history and look at a summary of income/expenses. It's asking me to "categorize" certain expenses, I can, but not sure if I'm causing harm by using the wrong categories. My goal is to use Quicken to generate a report that I can give to the leaders that provide a quick snapshot of Revenue, Expenditures, etc.. I don't want something too complex, but I want something that I can provide that gives a simple snapshot. We generally have "money making activities" such as popcorn sales as well as certian fundraising activities. I want to provide a before/after picture of these general activities, can quicken to this.
So I own a small IT company, I have a contact with a business now, the work is expected to generate around 156K a year. I'm planning to perform more work. i have a business account. I'm being asked to generate invoices, I was able to do this, but the process seems a bit complex, as also the invoices have no style (generic). Also I need and want to capture every single business expense. Mileages, meals, coffee (everything). I know that quicken provides a mobile app.
On another notice I have my personal life, I have rental property as well as job (so I have rental and personal income).
I guess one of my first questions is, should I keep a separate Quicken file for the Boy Scouts work, completely separate from the business. And should I keep a separate file from the business as from my personal? I have several other questions, this is just one. :D
Last night I've installed the software and made a connection to the bank institution for our Boy Scouts. I was able to pull all the transaction history and look at a summary of income/expenses. It's asking me to "categorize" certain expenses, I can, but not sure if I'm causing harm by using the wrong categories. My goal is to use Quicken to generate a report that I can give to the leaders that provide a quick snapshot of Revenue, Expenditures, etc.. I don't want something too complex, but I want something that I can provide that gives a simple snapshot. We generally have "money making activities" such as popcorn sales as well as certian fundraising activities. I want to provide a before/after picture of these general activities, can quicken to this.
So I own a small IT company, I have a contact with a business now, the work is expected to generate around 156K a year. I'm planning to perform more work. i have a business account. I'm being asked to generate invoices, I was able to do this, but the process seems a bit complex, as also the invoices have no style (generic). Also I need and want to capture every single business expense. Mileages, meals, coffee (everything). I know that quicken provides a mobile app.
On another notice I have my personal life, I have rental property as well as job (so I have rental and personal income).
I guess one of my first questions is, should I keep a separate Quicken file for the Boy Scouts work, completely separate from the business. And should I keep a separate file from the business as from my personal? I have several other questions, this is just one. :D
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