Creating reports by vendor

JAKlady
JAKlady I do not have Quicken yet Member
edited May 2 in Before you Buy

I haven't had Quicken for years. I freelance, and for tax time I need to create reports by vendor. For example, one report for Verizon, one for the MTA, one for ConEd. Credit card and banking websites have made this really difficult lately, I don't want to spend all my time cutting and pasting and exporting spreadsheets. Which Quicken for Mac can I link up with my checking and all my credit cards, so that at end of year I can search for a specific vendor and generate a spending report? Not category, but vendor, across all my financial products. If I can even do that. Thanks so much, this has been driving me crazy

Best Answer

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited March 31 Answer ✓

    You need some consistent way of identifying vendors - if you're not going to use Categories then either Payee names or Tags. You can create reports that filter on either one of those (at least you can on the Mac, I assume on Windows as well). Quicken Deluxe should be able to handle that, but if you're a freelancer you probably want to take a look at Business & Personal since it will let you track both your business finances and your personal finances but separate them out. The Windows version also does invoicing; the Mac version doesn't do that yet but it's on the way.

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited March 31 Answer ✓

    You need some consistent way of identifying vendors - if you're not going to use Categories then either Payee names or Tags. You can create reports that filter on either one of those (at least you can on the Mac, I assume on Windows as well). Quicken Deluxe should be able to handle that, but if you're a freelancer you probably want to take a look at Business & Personal since it will let you track both your business finances and your personal finances but separate them out. The Windows version also does invoicing; the Mac version doesn't do that yet but it's on the way.

  • JAKlady
    JAKlady I do not have Quicken yet Member

    Thx, I don't need invoicing (i'm paid by W2 by payroll companies) and I really don't need to separate out by business or personal, that's determined by the vendor. I guess I was looking at the differences between Simplifi, Classic Deluxe, and Classic Premiere. And, looking back at the prices again, they totally jumped in price from when I was looking earlier this evening

  • JAKlady
    JAKlady I do not have Quicken yet Member

    Thanks, that is super helpful

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