Ohio State University Extension Bulletin

Computerized Farm Record Keeping with Quicken® 2003

Bulletin 908

Reports

Types of Reports and Example Reports

**NOTE** This section contains most commonly used reports for a farm business.

The following are types of reports and their descriptions that would be used in a farm business. Examples of these reports and the keystrokes needed to create them follow after the report descriptions.

  1. Cash Flow -

    This preset report summarizes your income and expenses by category. It covers all bank, cash, and credit card accounts.

    A cash flow report initially excludes transfer transactions that occur between the accounts included in the report (that is, between bank, cash, and credit card accounts.) For example, Quicken does not include a transfer of funds from checking to savings. However, this can be changed by customizing the report.

    From the menu bar Click Reports, Click Reports and Graphs, Click How is my business doing?, Click Cash Flow, set report date, Click Customize, Click Advanced, Click Transfers, Click Include All, Click Show Report.

    Figure 68 Figure 68 Figure 68 Figure 68 Figure 68 Figure 68 Figure 68 Figure 68

    Click here to see an example of a Cash Flow Report.

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All educational programs conducted by Ohio State University Extension are available to clientele on a nondiscriminatory basis without regard to race, color, creed, religion, sexual orientation, national origin, gender, age, disability or Vietnam-era veteran status.

Keith L. Smith, Associate Vice President for Ag. Adm. and Director, OSU Extension.

TDD No. 800-589-8292 (Ohio only) or 614-292-1868

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