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Re: Unhelpful comment in thread
You can click the Flag icon on any comment to report it.1 -
Re: Custom Category Groups in Budget Duplication
Steps to Reproduce: Reassign transfer categories (e.g., TO Roth IRA) into a new custom group via Category List → Options → Assign Category Groups. Go to Budget → Manage Budget Categories. Check the b…1 -
Re: I already have Simplifi but LifeHub addon [Edited]
https://community.quicken.com/discussion/comment/20531070#Comment_20531070 Yes, this is the Quicken forum, but it is also the LifeHub forum. https://community.quicken.com/discussion/comment/20531197#…1 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
I "third" that.1 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
[Removed - Disruptive]2 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
I would add that Income Tax withheld from an IRA distribution should be included in the total taxable distribution amount. Currently it is excluded and is treated as a non-taxable event. It is primar…2 -
Re: Tracking Computershare Accounts
Echoing @Tom Young. Q should always mirror reality. If Computershare creates a different account for every security, you should do the same thing in Q. Computershare goes by several names in Q, but a…1 -
Re: Tracking Computershare Accounts
I don't believe there is any workaround here if Computershare does create individual accounts for different securities. "Manual entries" to a single Quicken Account is the only thing t…1 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
@DoctorBrown Write up your suggestion, make it an idea, and see if it gets any traction. The challenge though, as many long-time users can attest, is that major changes in the Quicken programming alm…2 -
Re: I already have Simplifi but LifeHub addon [Edited]
This is the Quicken Classic forum, you need to ask your question on the Simplify forum at: Forum - Simplifi1
