Tuesday, July 24, 2007

Baby steps: Quicken

Well, I would like to get to the point of saying insightful things that people are interested in. So lets take baby steps. First I will say things. Then I will build up to insightful things. Lastly, I will try to understand what people are interested in. So here it goes.

Last year I took my taxes to the Accountant and found that if I had stored my finances in Quicken that he could just take my Quicken file and get most of my information form there without me having to explain, on paper, all my finances. So I did a major project over several months to move my finances into Quicken from GNUCash. It was a lot of work now that Quicken doesn't support native QIF imports. I found some importers, but they just didn't work out for me.

So by the end of 2006 I had a full year of finances ready to take to the accountant. It was so nice. I explained some of the stranger items, handed him my tax documents and my Quicken file and that was it. No worrying about whether he saw this or that, it is all right there. Now mind you I trust my accountant to account for everything in the file or ask me about it, but then again, I wouldn't use an accountant I couldn't trust.

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