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Tax preparation

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k

11 Mar, 2010 08:57 AM via web

Just started to realize how buckets work. I was thinking of them as categories which they seem not to be.

Now I'm a bit confused how to use MoneyWell to prepare my tax data for the accountant. He'll probably wants transactions linked to two different accounts (double-entry bookkeeping) or linked to an account+category.

Does anyone have experience using MoneyWell for tax preparation? Any recommendations how to set up buckets? And how to prepare data for the accountant?

Thanks! -- K

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