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PostPosted: Wed Feb 08, 2006 3:38 pm 
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If I select Tax-Deductable on the summary windowI don't see my tax deductable checks. If I select taxable, I see my tax info and also my rent check (?). If I select Both, I only get the same info as selecting taxable. Where does CB find the tax-deductable information? I have it in both TYPE AND DESCRIPTION. What I want to see is all the tax deductable items. Thanks for any help. I am new at this so I have probaby missed something obvious.

Bea


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PostPosted: Wed Feb 08, 2006 3:50 pm 
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Bea:

It sounds like you've differentiated Taxable vs. Tax-Deductible with unique Types and Descriptions, while CheckBook's Account Summaries make the distinction by relying on the Tax-Deductible checkbox at the bottom of each Entry. If the Types you've set up include the word "Tax" in them you could create an Account Summary and use the Filter option at the bottom of the Summary options to Filter by Type for "Tax".

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PostPosted: Wed Feb 08, 2006 6:53 pm 
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keithg wrote:
Bea:

It sounds like you've differentiated Taxable vs. Tax-Deductible with unique Types and Descriptions, while CheckBook's Account Summaries make the distinction by relying on the Tax-Deductible checkbox at the bottom of each Entry. If the Types you've set up include the word "Tax" in them you could create an Account Summary and use the Filter option at the bottom of the Summary options to Filter by Type for "Tax".


Ah. I did not noticethattax-Deductable checkbox. I will try that and also investigate filters. Thanks. It is so nice to be able to get such great help here and i love the program.


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