She simply refuses to learn from her mistakes. Another cool aspect of the program is its tie-in with my tax program, an ability I've praised in previous articles. Again, the initial setup is very important. You can go back and edit your categories later, but sometimes my life gets in the way and these things have a way of not getting done. My categories are certainly not perfect, but I am getting my tax-preparation act together.
Early preparation makes the process a whole lot easier.
When setting up your payee lists, if you come across an item will need to find its way to your return, just identify the IRS form and category. Later, when it comes time to do your return, the tax program can import this data to the correct tax form. I have to admit that, in fact, it has taken me several years to get this thing set up so that the interface between the two programs is starting to be effective. Pretty soon I may become expendable. I'm already the weak link.