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Tax Accounting


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Description

I need to get my financial life organized so I purchased Quicken. My hope is to get 2020 in it so I can prep for taxes. I need some help with:
1) Setting up checking, savings, credit card, mortgage, line of credit accounts. I have them in Quicken and syncing, but transactions only go back to Sept/October and I need all of 2020.
2) Setting up my reoccurring bills (mobile, cable, internet, electricity, water...) and scheduling them for payment (I purchased Premier for Mac).
3) Categorizing transactions. I want to have a 2-level way of categorizing them as we have 2 houses and I want to track "Electricity/Home" and "Electricity/Weekend House"
4) I also have a small photography business (not many transactions, but I do have a separate checking account) and I want to track those expenses separately.
5) Reports - can I customize reports?

I'd like to start with an hour, talk through some things, get some direction, and then I'll go work through all that and come back for more time as needed.
Posted Date
01/01/2021

Listing ID
75810901
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