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Image via Wikipedia As I wrote in an earlier post, I use QuickBooks to organize my household finances. Like every good accountant, I am detail oriented and keep meticulous records. I keep every receipt, reconcile each of my accounts monthly, and split the expense categorization of grocery bills between food, cleaning and baby products (OK, just kidding on the last one). One transaction that I do split out every month is my mortgage payment. My mortgage payments are made up of three … One of my first blog posts was about how I use macros with QuickBooks reports exported from Excel. That post also contains a brief explanation of what a macro is, so please read it first if you are unfamiliar with macros. In my work, I often find myself combining similar types of expenses provided by a client on a spreadsheet for a more condensed presentation on a financial statement or a tax return. The repetitive task of selecting cells, adding borders, and … Many years ago, I was involved in an organization in which I and other volunteers received a weekly allowance to cover various expenses such as transportation and meals. In one of our meetings, the president of the organization announced that some of the volunteers had come to him and complained that the allowance wasn’t sufficient to cover the expenses (I was not one of them). He told us that he would consider increasing the amount of the allowance for those … Continue reading The Importance of Accountability in a Personal Budget Do you use the icon bar at the top of your QuickBooks screen? Do the icons represent the tasks you perform most often in QuickBooks? If you’re using the default icons, the answer is probably no. I recently began changing the icons to my most frequently used functions. It makes a big difference in efficiency when the shortcuts are just a click away rather than three or four clicks away navigating the menus. Before
Continue reading Customizing the Icon Bar in QuickBooks to Work for You Today I was experimenting with Google Docs and discovered something really cool that I want to share. I created the chart below titled “Cash Contributed to Partnership” from a simple spreadsheet. The chart is not a static image. The data in the chart is linked to the spreadsheet stored in my Google Docs account. When I change the numbers on the spreadsheet, the chart in this blog post updates automatically. (disclaimer – the data in the chart is entirely fictional … Continue reading How to Create and Publish a Dynamic Chart from Google Docs |
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