Best Of
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Re: Lifetime planner Tax Deferred accounts
I think you are correct, it doesn't have to do with employee or employer portion it has to do with a limit. I just can't figure out where it is getting the limit but that's fine. I am …1 -
Re: Budget Report Export Category wrong
This has been a problem for years. I think I reported this issue in beta testing probably 10 years ago and nothing has ever been done about it. It seems that whenever you have a top level category th…1 -
Re: Add a True “Every X Days” Recurrence Option for Paycheck Reminders
Pardon me if I am missing something, but how is every two weeks on <day of week> different from every 14 days? The Paycheck setup is a little confusing in that you must select the starting date…1 -
Re: My list of broken Fidelity EWC+ functions
I am still having problems with my two managed Roth accounts that use FDIC33309 as the sweep account. Dec interest posted as reinvest and added shares instead of just posting to cash within Quicken. …1 -
Re: Left Side Panel MF Value Wrong While Portfolio or Detail View is Correct
Oops, sorry fat fingers when entering here (although I was using 1/2 price history). I wasn't aware of being able to see current/ending, but both show the same. Looked at price history and didn&…1 -
Re: Problem with Vanguard Account Register in Quicken Classic
The problem was that the problem account used some type of new connection called "Express Connect." I had to open the Edit Details window, delete the Financial Institution name and the Acco…1 -
Re: How to Handle Renamed Security that Keeps the Same Ticker Symbol
So you now have two securities in Quicken - Small Cap Fund Retail and Small Cap Retail. I would: Edit any transaction that use the Small Cap Retail name and change it to Small Cap Fund Retail.. In th…7 -
Re: File/Copy or Backup File window will not let me create a Year End file
This window appears to have been truncated. Are you using View / Use large Fonts? If so, temporarily turn Large Fonts off Are you using any other display setup with a magnification factor greater tha…1 -
Generating invoices, software is changing customer info to Billing info
Recently updated to R65.17. While creating invoices the system is changing all the Customer info to the billing info. I went back to earlier created invoices and it has done the same to previously su…1 -
Account balance column and investing register don't match.
When looking at my investing page with the "accounts" column on the left, the total of 1 account is less than the market value total on the investing page on the right. I can't find an…1
