Best Of
-
Re: Has anyone figure out how to track a "recasted" mortgage in quicken?
I'm sorry for not provided a better definition. "A mortgage recast is when you make a lump-sum payment toward the principal balance of your loan. Your lender will then re-amortize your mortgage …1 -
Re: Cost Basis - Placeholder Entries
BoatnManiac, Yes, you've definitely given me enough here to help me decide which approach to take. Thanks again for all your insight!1 -
Billpay not viable - reduce subscription cost
I have been a user of your program since the Managing Your Money days. I have relied on it for budget, tax prep and paying Bills. You no longer have a viable Billpay capability. To RAISE the price of…1 -
Re: Treasury Note bought through broker. Schwab v. Quicken v. my first Note
"Bought T Note 6/2022 - shares and price match Schwab and Q. Q calls the action Bonds Bought. There is no Category box for this transaction when I double click the entry." Yes, and that's e…1 -
Re: citi cards , using direct connect
Hello @Rocket J Squirrel, A hot fix was implemented in R55.12 which was why the alert was resolved and closed. I have already sent this information to my team that users are experiencing this issue i…2 -
Re: Investment report not listing all securities
I suggest you verify the securities are included in the Portfolio view: select Customize and the Securities tab. All of the views have presets: select Customize and Reset View.1 -
Re: Zendesk Cash received from merger - pairing to the stock buy
zendesk, inc. - SEC.gov https://www.sec.gov › Archives › edgar › dataThe exchange of Zendesk common stock for cash pursuant to the Merger will be a taxable transaction for U.S. federal income tax pur…1 -
Re: Zendesk Cash received from merger - pairing to the stock buy
The deposit transaction should be deleted. A sell shares for the same amount should be entered.1 -
Re: Bonds for Dummies?
If I purchase something & then return it, the credit gets categorized the same as the purchase so they cancel each other out. If I get a rebate on a purchase I'll probably do the same thing. Oth…1 -
Re: Bonds for Dummies?
Yes, the categories starting with an underscore are required to exist so that Quicken can match them up with investment account actions. Quicken “hides” them I guess so that users do not try to dele…1