Best Of
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Re: SoldX from IRA not showing as 1099-R taxable distribution
In my R61.21 release, I am not able to enter a SoldX transaction in an IRA account - nor a DivX or any other ___X type except the WithdrwX. If there is a recent bug, I suspect it is in allowing those…1 -
Re: Grouping a Spending Report
One approach to this would be to create custom Category Groups, which are essentially super-categories. Some are built in, but you can create your own and assign existing Categories to them by going …1 -
Re: Does Quicken Classic Deluxe have a report that shows the share balance of your holdings?
The Reports / Investing / Portfolio Value report includes Share Quantities. Any Portfolio View (Ctrl-u) can be customized to include the share quantities - and grouped and customized a wide variety o…1 -
Re: I'm wondering if I'm paying for more than I need
You can track income and expenses that are reported on IRS Schedule C with Premier and I think also Deluxe. Business & Personal can produce invoices and estimates and the reports that are on the …6 -
Re: Fidelity Cash Management Account Continued Issues
I am having issues with a Fidelity Cash Management account with pseudo-checking account set to Yes. The investment account has no securities in it, just a cash balance. In the past, this cash was alw…2 -
Re: Latest update broke all future paycheck reminders - somehow web synch messed things up
I'm also having this issue. I'm a new user of the Quicken subscription model as I finally upgraded from my Quicken 2012. I have to say I'm missing the old software… sync is incredibly …1 -
Re: Bookmark count is 2 but: No discussions Found
Just to chime in, my count is always off by 1. It has been that way for so long, I now just use a base 1 numbering system when I look at that counter.1 -
Re: PNC Direct Connect with Quicken Still not working December 22
I am using R65.29. I receive no error messages. I have 2 PNC accounts and it impacts both.1 -
PNC Direct Connect with Quicken Still not working December 22
I just got off the phone with Quicken Support who confirmed that many users of PNC Direct Connect still cannot download transactions to Quicken. They advised that Quicken and PNC are working jointly …1 -
Re: Downloaded Transactions and the Bills and Reminders Tab
To answer Boatmaniac: it is a bank checking account. I have reminders set up. But accidentally (or because I screwe up) I had clicked “automatic download transactions “ on. So the Bills and Reminders…1
