Best Of
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Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
One of the things I've been waiting for is to see how my one ML ReinvDiv works with EWC+. Well, it did work but it was interesting. There still are three transactions on the ML website: Dividend…1 -
Re: Sight Impaired Help!
Thanks Chris! That was it exactly. Problem solved! Happy New Year!1 -
Re: Tracking Roth and Traditional contributions in one retirement account
Mixing Traditional 401k and Roth 401k funds in the same account is wrong on so many levels. However, if that is what the company does, you're stuck with it. While Quicken does not support the co…1 -
Re: Sight Impaired Help!
I take it that the setting was in Quicken? If so, you might have selected: View → Use Large Fonts The reason things are cut off is because the "effective resolution" is lower than the minim…1 -
Re: Can quicken for Mac designate an IRA account at Vanguard as non-taxable.
Hello @jmathews, Thank you for reaching out! While Quicken for Mac does not allow you to manually set an IRA as taxable or non-taxable, according to our help article on setting up investment accounts…1 -
Re: About the Categories DivIncTaxFree and IntIncTaxFree?
In QUS, and I suspect the same in QCA, those 2 "taxfree" categories are used for securities that themselves taxfree and are held in an otherwise taxable account. They aren't needed/use…0 -
Re: New loan reminder is coming up as old paycheck reminder
If validate & super-validate do not resolve the issue, restore from backup may help but you could try a Copy with template option first. It is usually a much quicker process than hunting for a ba…1 -
Re: One step update doesn't recognize 2 of 3 Vanguard accounts
Hello @ChicagoGuy, Thanks for posting and for including the screenshot—that’s very helpful. The error shown (OL-304-A) means that Vanguard is not currently recognizing one or more of the accounts for…1 -
Re: Capital Gains Estimator
https://community.quicken.com/discussion/comment/20529742#Comment_20529742 Seconding the recommendation to restore from the backup but cautioning that the validation or super-validation results indic…1 -
Re: Flexible spending account
Instead of using an expense category for reimbursable items, set up another Asset account, I call mine Receivables. If, perhaps, you have non-FSA items that would also be receivable, use Tags to dist…1
