Q2012 Tax Planner - how to hide accts?


P

ps56k

Using Quicken 2012 -
Wanted to take a high level quick view of what our taxes for 2014 might look
like.
We have a lot of Interest Income, Dividends, and Cap Gains.

One thing that is missing with Tax Planner -
is the ability to NOT select/include certain accounts...
I can do this for "Net Worth" and can de-select them for certain Reports,
but there doesn't seem to be a way to ignore/hide certain accounts for the
Tax Planner.

I happen to have a couple of accounts
that I review/monitor for family and our team sports,
and they are marked as "hide" for Net Worth,
and not included when creating various reports.

Can't find a way to hide/exclude them in Tax Planner.
 
Z

Zaidy036

Using Quicken 2012 -
Wanted to take a high level quick view of what our taxes for 2014 might look
like.
We have a lot of Interest Income, Dividends, and Cap Gains.

One thing that is missing with Tax Planner -
is the ability to NOT select/include certain accounts...
I can do this for "Net Worth" and can de-select them for certain Reports,
but there doesn't seem to be a way to ignore/hide certain accounts for the
Tax Planner.

I happen to have a couple of accounts
that I review/monitor for family and our team sports,
and they are marked as "hide" for Net Worth,
and not included when creating various reports.

Can't find a way to hide/exclude them in Tax Planner.
Those accounts should be in a seperate file NOT in your file and then
there would be no problem.
 
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D

danbrown

Using Quicken 2012 -

Wanted to take a high level quick view of what our taxes for 2014 might look

like.

We have a lot of Interest Income, Dividends, and Cap Gains.



One thing that is missing with Tax Planner -

is the ability to NOT select/include certain accounts...

I can do this for "Net Worth" and can de-select them for certain Reports,

but there doesn't seem to be a way to ignore/hide certain accounts for the

Tax Planner.



I happen to have a couple of accounts

that I review/monitor for family and our team sports,

and they are marked as "hide" for Net Worth,

and not included when creating various reports.



Can't find a way to hide/exclude them in Tax Planner.

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No Good Deed -

Goes Unpunished
I concur with Zaidy036. A Q data file should contain info for a single tax entity. I count, by your description, at least 4 tax entities and maybe more.
 

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