Best Of
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Re: Report skipping a Transaction because it is *from* an excluded account
Another way to include transfers to and from accounts that are not included in a report is to select "Exclude internal" from the Transfers section on the Advanced tab. With that selection, …1 -
Re: Improve handling of IRA distributions, including QCDs and Roth conversions
https://community.quicken.com/discussion/comment/20447152#Comment_20447152 I did the same thing. In fact, I set up several unique tax categories as shown here, each with the correct tax line item ass…1 -
Re: Actual vs. Budgeted Reports: customize date range and get comparisons (Q Mac) (13 Legacy Votes)
Hello @ksan, Thank you for reaching out! For assistance with anything subscription, price, or discount related, you need to reach out to Quicken Support directly. While we cannot guarantee that a dis…1 -
Re: Asset Allocation Guide: Different Totals on Different Screens?
@Brian McDonald I had the problem you describe with the Asset Allocation report a few years ago and it was related to the -Cash- being listed twice. I was able to resolve the problem with a little sl…1 -
Fidelity and missing transactions
I see I'm not the only one struggling with the recent "upgrade" with updating Fidelity accounts. I've seen references to the missing transactions problem being resolved but I have…0 -
Re: Best and Bucket List Travel Destinations...
One of our best travel experiences was a river cruise across the Rhine and Danube rivers in Europe. Besides a relaxing time on board the boat with provided meals, entertainment, and lectures there we…1 -
Re: Cant' Connect Walmart OnePay Cash Rewards Synchrony Bank With Quicken
@damon92345 My opinion is that the OnePay site/area that you describe is not where Quicken should be connecting. It is limited in scope. The real banking site behind that "bubble" has this …1 -
Re: Alight 401Ks and 2026 "catchup" contribution changes
Thanks @notintuitlobbyist and @hurwi The fact that the transx are commingled is worrisome to me. If they are indeed separate buys for the traditional/Roth amounts, then I would be less concerned. I t…1 -
Re: Alight 401Ks and 2026 "catchup" contribution changes
Back when I had a 401K I didn't have any Roth contributions but I did always go slightly over the limit at the end of the year & end up with a little bit of after-tax money going in to it in…1 -
Re: Sync Error
I was able to solve my problem. I first disconnected all my accounts but that did not correct the error. I then reloaded a data set backup from before I upgraded to 8.4.2. That eliminated the error. …2
