Best Of
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Re: Lifetime planner Tax Deferred accounts
You can have more than 1 tax-deferred account in Lifetime Planner. How is your Deferred Comp account defined? That is, is this account defined as a IRA (or similar) account type in Quicken?1 -
Re: Odd Memorized payee list
Hello @acs2, Thanks for the clarification, and I appreciate the additional details you provided. Since validating the file didn’t report any errors and the file is stored in the recommended default l…1 -
Re: Suggestions for adding my wife to categories
Have you yet decided what type of IRS return you're going to file? "Married Filing Jointly" would be common, but there's also "Married Filing Separately". If you decide …1 -
Re: Add Lifetime/Retirement Planner to Quicken Mac (70 Legacy Votes)
After two decades, I'm planning on cancelling my Quicken if it cannot provide "retirement planning" on the Mac.1 -
Re: Add Lifetime/Retirement Planner to Quicken Mac (70 Legacy Votes)
This remains a significant gap between the two.1 -
Re: Add Lifetime/Retirement Planner to Quicken Mac (70 Legacy Votes)
When does Quicken for Mac plan to add the retirement planner feature?1 -
Quicken Mac & Web is a total ripoff
It's nothing like Windows version. Mac version is full of bugs.. half the features dont work. Your migration WILL lose data and the web version is like having a spreadsheet you cant do anything …1 -
Re: Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)
Currently Windows version allows Cash Management accounts (provided through brokerages like Fidelity and Vanguard) to function in quicken like a checking account- which is how they are used. This is …2 -
Re: Have Quicken maintain cash in MMF as Fidelity does
@GeoffG You may need to set Cash Representation by first making a datafile backup, going to the account register, select Cash Balance, Cash Representation, and Change. Then when you restart Quicken a…1 -
HealthEquity Download 502 errors
With this being an issue for sometime now, I reached out to HealthEquity about it to see what they could tell me. This was their response, to which I replied indicating it was interesting given I cou…1
