Best Of
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Re: Return to Capital - curious how others do it?
For accuracy you do need to make adjustments for both Returns of Capital and Foreign Taxes Withheld. I make those entries as the 1099s show up by making two adjustments "as of" 12/31/(prior…1 -
Re: Monthly Salaries are displayed incorrectly
i followed this 100%. Great advice BTW. For me, reseting the sync 5 times, yielded same result - reminder paychecks reset to $0.00 each time. So for now all sync is off, everything validated, but I a…1 -
Re: Monthly Salaries are displayed incorrectly
I'm a couple of months down the road from the post you reference. I continued to have scrambled reminders sporadically, so I tried a few other things. I'm about 3 weeks now from having the …2 -
Re: Return to Capital - curious how others do it?
Since usually the tax forms are ‘correcting’ a previously reported dividend to actually be a RtrnCap, I frequently enter the RtrnCap as a normal transaction, then enter a MiscExp transaction assigned…1 -
Re: CLOSED 1/22/26 Charles Schwab Bank - Web Connect bid Discontinued
ONGOING 11/8/25 This issue remains ongoing and our teams continue to work toward a solution. No ETA or further details are available at this time, and this Alert will be updated once more information…1 -
Re: Schwab......again
FYI On Quicken Mac it fails with OFX Error 16503. The only option I can see is to logon to the website and download manually. Hopefully Schwab Retirement Plan Services will enable the same connection…1 -
Re: FirstTech FCU stopped downloading transactions on 9/3/2025
I just wanted to share an update @Quicken Kristina, that with release R65.17 on Windows 11, I am consistently retrieving transactions from First Tech now for the last couple of weeks since I updated …1 -
Re: Fidelity Netbenefits 401k purchases show as "contribution" and are missing information
Hi @Quicken Kristina I just reported a problem and included a link to this thread in the comments. Hope it helps!1 -
Paychecks are entering automatically but are set as a reminder.
I have a problem that started within the past three months or so. It was confusing at first but finally have narrowed down to what is happening. My paycheck is set as a reminder. However, on the due …1 -
Re: Cant' Connect Walmart OnePay Cash Rewards Synchrony Bank With Quicken
Same. Walmart used to use Capital One. I'm not sure if they still do or not. But all new cards are via Synchrony.2
