Report Submittal

Andy_G

I am my brother's guardian. Every year in November, I have to file a financial report to the guardianship court. In the past, I submitted excel  file along with the receipts categorized by each month. I have now switched to using Quicken and I scan in receipts through my Fujitsu scanner. I am not sure how to submit the report to the court this coming November. I assume the court must have Quicken in order to see the data and images in the report. Any ideas as to how I do this? Thanks.

GeoffG

No court will have nor purchase Quicken in order to view your file. You will need to provide hard-copy evidence in the form of the same reports and receipts you currently are doing. Selecting and generating the required report(s) is straight forward. The attachments less so. If you want to keep the scanned receipts in Quicken for record keeping, that's fine. Extracting all the various receipts across multiple accounts - checking and credit card, will be a daunting task.

I would suggest scanning and saving to a dedicated folder would make retrieval and subsequent printing much easier.

GeoffG

No court will have nor purchase Quicken in order to view your file. You will need to provide hard-copy evidence in the form of the same reports and receipts you currently are doing. Selecting and generating the required report(s) is straight forward. The attachments less so. If you want to keep the scanned receipts in Quicken for record keeping, that's fine. Extracting all the various receipts across multiple accounts - checking and credit card, will be a daunting task.

I would suggest scanning and saving to a dedicated folder would make retrieval and subsequent printing much easier.

Andy_G

Good advice. I imagine that the same things goes for QuickBooks(I tried it and found it harder to learn).