Best Of
-
Re: Tax Integrity Burden and the most Efficient Path to Truth - Inviting Comment
Here's the short, blunt version, plus a little bit of additional perspective of mine: For investment taxes, the broker’s 1099 is the only “truth” the IRS cares about, so keeping Quicken’s tax‑lo…2 -
Tax Integrity Burden and the most Efficient Path to Truth - Inviting Comment
I recently posed the following rather lengthy question to one of my favorite AI Assistants. Here is the actual Prompt: I have been a longtime Quicken (classic, desktop Windows version) user. I see so…2 -
Website gone
I was informed today that my website was banned for "violation of terms of service". I think we can all figure out what that means. I may or may not bring put up a website with just ImportQ…3 -
Re: How to bring back bank payment after credit card reconciliation
I believe you are looking for this: Edit -> Preferences -> Alerts & Messages -> Reset Quicken Warnings6 -
Re: What does this checking account transaction mean?
Guys, instead of making unwanted changes to the Opening Balance transaction, Quicken now adds an Adjustment Transaction when reauthorizing accounts. You may have missed it, but this change was announ…1 -
Re: Tax Integrity Burden and the most Efficient Path to Truth - Inviting Comment
I am also in the tldr category. But I will offer, that my diligence to keep accurate records in Quicken has uncovered errors in the 1099 information I have received from brokerages. It is not often, …1 -
Re: Quicken will not link accounts with Schwab
@Quicken Kristina a) I do use a firewall. I disabled for the previous tests. b) I will try that suggestion. I logged in this morning in order to try (b) above, and it worked without me having to copy…1 -
Re: CC-601 Error - Fidelity Brokerage Accounts not updating.
To Quicken Laura: Quicken appeared to have fixed the feed, and the Fidelity data finally flowed again on the 12th. BUT, when One Step updated Fidelity accounts today (Saturday, March 14), multiple Fi…1 -
Re: Fidelity Transactions NOT downloading
I don't have a 'Reset Money Market securities/cash options. My view for Fidelity has 'Treat this Money Market as cash: None' and a Set/Edit button. Selecting that reports 'St…1 -
Re: Fidelity Investments and Fidelity Credit Cards transactions are not down loading
Thank you for this! After a couple hours doing this, and adding a forced balance adjustment to my "Cash" account (tracked separately, with SPAXX issues dating way back), everything lines up…1
