Best Of
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Re: How do I record a conversion of a Traditional IRA to Roth IRA in Quicken?
Quicken says they are working on an improved way of entering Roth conversions and other distributions from tax deferred accounts. It has been in the "Planned" state since August 2023. Until…5 -
Re: Quicken Classic Mac - Business & Personal (Canada) Add CDN Currency to Invoicing
Well I'll be damned. I've been using Quicken in/on various op systems since 1991. Having established a small sole proprietorship a few weeks ago, I decided to add the "Business" m…5 -
Re: Bank of America....EWC+ Connection
If true, there's little reason to continue using Quicken or banking with BOA.5 -
Re: anybody else having a miserable experience with quicken
So, Schwab, Bank of America, Discover AND Chase are all incompetent? I don't see where Quicken has completely clean hands in these issue, it may not be their fault entirely, but they are involve…5 -
Re: STILL "Awaiting Next Bill"
Hello @Christopher Malis, Thank you for letting us know you're also seeing this issue. I added you to the ticket. Thank you!5 -
Split Transaction Window Enhancement
I'd like to request that Quicken either (a) increase the width of the split transaction window or (b) permit users to re-size it themselves. The split transaction window is locked in its size cu…6 -
Online Bills No Longer Working
One of the best features I saw evolve in the 30 years I have used Quicken was online billing. I had several utility billers set up where I could receive the monthly bill, view the bill, and schedule …5 -
FAQ: Best way to handle distributions from IRA - also RMD
Recently started with RMD from my IRA, with the withdrawals taken from a MM fund. After withholding for state & federal taxes, the net is transferred to a non-IRA MM acount at the same investment…5 -
Re: Latest upgrade is hanging during "Optimizing and Executing files" step
Here is how I was - unexpectedly - able to overcome (not fix) the problem. During the Nth (4th or 5th) attempt I killed the MSI Cleanup task under the Quicken task group when it reached that "Op…5 -
Re: Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)
I'd like to expand on the need for some way to handle RMD (and Roth Conversion) withdrawals from a traditional IRA or 401k account. Many Quicken users are past the age where they need to take wi…5
