Best Of
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Re: PNC bank upgrade affecting Quicken downloads?
https://community.quicken.com/discussion/comment/20524516#Comment_20524516 When you tried setting up DC for PNC in that new file, did you: Tools > Add Account > select PNC Bank - Direct Connect…1 -
Re: Split Reminders corrupted
Just a quick update that several weeks later, including a full payroll cycle, my split transaction reminders seem to be stable. The ones I fixed above have stayed fixed, and no new occurrences have p…4 -
Re: Fidelity OSU
I think this is a very personal choice at this time. Given all the turmoil with the changeover with the connection type it isn't any more a slam dunk that connecting your accounts is the best wa…1 -
Re: IRA RMD distributions
@Glen Raggio No, you do not have to remember. You need to edit ACCOUNT details for the IRA account, the Tax Schedule button. Make the Transfers From selection as shown. Withdrawals from the IRA accou…1 -
Re: IRA RMD distributions
https://community.quicken.com/discussion/comment/20524344#Comment_20524344 If you really did that as you said, look in Tax Planner and the transfer will show up in the Other Income, Taxable IRAs &…1 -
Re: IRA RMD distributions
I wouldn’t worry about it being a RMD. A RMD is just a regular distribution, nothing special except you can’t roll it over to another IRA account or ROTH. Enter it as a plain IRA distribution. See th…1 -
Re: IRA RMD distributions
https://community.quicken.com/discussion/comment/20524318#Comment_20524318 For the "cash transfer", use a "Cash transferred out of account" transaction in the IRA and in the Trans…1 -
Re: IRA RMD distributions
@Glen Raggio You are missing something. The cost basis for the transferred stock will be set based on the transfer date. "Shares transferred" will not record this properly. You should follo…1 -
Re: Change Security name on all transactions, missing stock splits
Thanks for the quick reply. I think I tried to edit the transactions. Yes, renaming the security in the Edit Details works. 😏The validation still reports possible missing splits. There was never a s…1
