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    • annual contribution report (Q Mac)

    Quicken Mac Subscription Member
    edited May 2023 in Reports (Mac)

    How can I get a detail report on all of our contributions for the year which is needed by our accountant?

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    • Quicken Mac Subscription SuperUser, Mac Beta Beta

      Contributions to what? IRAs? 401Ks? Charities?

    • Quicken Mac Subscription SuperUser, Mac Beta Beta

      If you're talking about charitable contributions, then you'd create a Transactions by Category report, select Edit, select Categories, select Clear All, and then check only the Charity category you use for your tax-deductible contributions.

      Quicken Mac Subscription • Quicken user since 1993
    • Quicken Windows Subscription Alumni ✭✭✭✭

      of course it all depends on what you have entered for whatever "contribution" you are looking for and if you have setup a "category" for those transactions

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    • Quicken Mac Subscription SuperUser, Mac Beta Beta

      In a new Quicken Mac data file, there is a default category called "Gifts & Donations:Charity", so many users who didn't use Quicken prior to the current generation of Quicken Mac use that. Or users may have created their own category(ies). I have a "Charity" category with "Tax Ded" and "Non-Tax Ded" subcategories, which I created three decades ago when there probably weren't many default categories!

      But nowadays, fewer than 25% of Americans itemize deductions on their taxes, so for many people, careful tracking of charitable contributions is not as crucial as it once was.

      Quicken Mac Subscription • Quicken user since 1993
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