Important Do's on your Quicken Report:

1. If your report shows more than one column of figures, on the top of the report screen, for Interval, choose "None"

2. If you use sub-categories, click on customize, then on advanced, then for Subcategories:, choose "Hide all"

Koinonia/AutoRep Monthly Report Demo

1.0 General steps to creating your

BBFI monthly report

Note: Koinonia's nickname "Connie" will be used throughout this documentation. Although Connie is used as the example, the same concept is used for AutoRep. Both use "ToMO.txt" as their input file.

(Quicken screen shots are from Quicken 2004 Basic)

1.1 in Quicken, produce an Income/Expense report

This is a sample report created after all transactions have been entered in Quicken for the month of October, 2004.

This will become the raw data used by Connie to create the BBFI monthly report in MS Excel spreadsheet format.

1.2 Save this Quicken report to Connie's folder on your hard drive

1. Right-click anywhere within the body of the report

2. Choose Copy

1.2.1 Navigate to Connie's folder

Click on the drop-down arrow, then click on Local Disk (C:)

Double-click on Program Files

Launch Connie/AutoRep, then left-click on Item 1, hit the Tab key, key in your password, then click Continue

Connie/AutoRep will show you the Quicken Income and Expense report your saved to disk above. Click Next

Connie/AutoRep shows a summary of income and expenses it found on your Quicken report. Click Next.

1.3 Tell Connie to create your BBFI monthly report

2.0 Connie-izing Theory

Key in the year and month. Check the other fields for accuracy, and change as necessary. Then click on Next

Connie/AutoRep will show the text-only format of the BBFI report. This text-only format is acceptable by the Missions Office, and is smaller, and thus cheaper to email. Click on Update, then Return.

Click on Exit to end Connie/AutoRep.

If you use Windows, and have MS Excel installed, you will now see the MS Excel version of the BBFI monthly report. This is the more popular format. This can be easily emailed to the Missions Office, and is fully acceptable by the MO staff.

Double-click on Koinonia

Double-click on ToMO.txt

1. Click on Edit/Select All

2. Press the delete key to erase all the contents of the file

3. Click on Edit/Paste to put the current month's Quicken report into the file

4. Close and save the file

Now Connie/AutoRep will know where your raw data is in order to produce your BBFI monthly report on an MS Excel spreadsheet.

For AutoRep, navigate to the Autorep folder

For AutoRep, navigate to the AutoRep folder