Best Of
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Re: How to pull a retirement account contribution report by tax year, not calendar year
For Traditional IRA contributions, you can see the contributions for a given tax year by running the Tax Schedule or Tax Summary report for the corresponding year. Contributions to a Roth IRA are not…2 -
Re: renamed payee report ?
Hmmm… thought I already posted my thank you for all the great info by everybody! so, lets try again: THANK YOU!!!2 -
Re: Brokerage accounts not updating
This is the index I'm linking to INDEX:NQBT Quite interesting is that I added 1 share of Tesla to see if that might update. It did, and then all of the bitcoin accounts started to update as well…1 -
Update to Sallie Mae fails
Quicken Classic update quit working for Sallie Mae Bank several months ago. No error messages. It continues to work fine for other banks. They say to contact Quicken. Is there something I can do to f…3 -
Re: Transaction attachments not working
@BK I would not be quick to say some users ignore the recommendation to not store the Quicken datafiles on OneDrive. Microsoft has gotten "sneeky" with Windows 11 and now configures the &qu…2 -
Re: Fidelity money market automatic redemptions
@Quicken Anja @Quicken Kristina It's been another week with no update on this topic that I can easily find. Can you please respond?2 -
Re: Transaction attachments not working
The latest Microsoft patch solved my original problem. I can now attach documents to my transactions. Now I will search Community for guidance on moving my active Quicken file to a local drive rather…1 -
Re: Transaction attachments not working
Hello - I just noticed that the Microsoft patch was updated on my computer the 27th. I am now able to see attachments scanned to my transactions. Additionally, i access my Quicken data files from my …1 -
Re: renamed payee report ?
I'm not aware of any report that shows the "Downloaded Payee", but if you click the GEAR icon in the upper right corner of any account that downloads, you can click "Register Colu…1 -
Re: Discover Bank Not Listed as Financial Institution
I had problem connecting to checking account. What worked for me was to reset connection and when sign in website shows up, choose Discover Bank. After authorization, the screen shows up with all acc…1
