Investment Activity Report
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aeconway
Member Posts: 7 ✭
- I am using Reckon personal plus 17 and I am trying to look at the reports I printed out when I did my 2014 tax return.
- the reports that I saved back them are under saved reports but they are missing figures and some of the figures are not the same as the reports
- how do I get the reports that I am now looking at that I saved in 2014 to be the same
- why are the saved reports different and what does this mean for the accuracy of my total superannuation file
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Comments
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Hi Ann,
What date range did you specify in your saved report?
regards,
John.0 -
thanks John and Dave for your replies
I am finding it really difficult to explain what this problem is and I am having trouble finding answers to my problem but that is probably because I cant explain it well
I have already wasted too much time on this and ended up with numerous files and backups that I am losing track of where I am
All a bit of a mess!!!!:(
I have decided to start again with a new data file and hopefully not stuff up the backups and get this problem sorted so that I feel confident that my SMSF is correct
thanks again for your support
Ann0 -
thanks so much Dave
Not quite sure what you mean by a separate file for each financial year
do you mean you start a new file each year???0 -
Hi Dave
Yes your help would be greatly appreciated
where can I get a copy of the year end procedure??
i am just about finished entering and reconciling the 2013 year so i am thinking that i will do as you do and close off 2013 and start a new file for 2014
thanks
will be in touch
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