Best Of
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Re: Principal Financial 401(k) shows wrong balance
Issue persists with Quicken for Mac 8.4 - Principal 401k problem persists. Total Market value is doubled because the Cash Balance still incorrectly = the Fund balance. I've submitted a fresh Err…1 -
Re: Quicken Classic Mac 8.4 has been released!
"You can now hide securities from the Securities list " Great add on, useful not see see unlisted securities and/or ones that we never want to buy ( we can unhide if we change our mind) whe…1 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
@Quicken Janean Looks like categorizations of Div, CG ST & CG LT transactions are now working correctly, although memos are still missing. Not sure about other types of transactions yet.1 -
Re: Download only new data
What transaction are downloaded is partially determined by download method. Using Direct Connect, the financial institution makes the choice, using EWC+ the Q/Intuit software makes the choice. SO, wh…1 -
Re: Can you remove/adjust the withdrawals from the Plan Summary in the Life Time Planner
Basic info on withdrawals is they will cover annual expenses from taxable accounts if there is sufficient funds or from tax deferred accounts if balance in taxable accounts is not sufficient. Once yo…1 -
Re: Why not return this feature which disappeared?
I get a Category Report option by right-clicking on a category:1
