Best Of
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Re: Average Annual Return (%) YTD not updating
it is probable that this early in the year, the AAR value extrapolates to too large a value to be relevant - something like an annualized 1000%. Give it a few more days.1 -
Re: Allow amount to be included as one of the criteria for payee renaming
One way to handle that would be to make a Reminder for Adobe Stock for $29.99. Since it is a subscription, it is a fixed amount and schedule, and you can have it auto-enter a few days before the next…2 -
Re: How to handle Fidelity 401k account with before and after tax sources?
> @NotACPA said: > How about contacting Fidelity and asking them to split the account by taxability? I.E., by what you're calling "Source".They might. They might not. But if they will…1 -
How to handle Fidelity 401k account with before and after tax sources?
hi, I have 401k at Fidelity, where I contribute before taxes (normal 401k) and after taxes (converted to Roth) the issue is that this is 1 account as 401k, that Quicken downloads all transactions fro…1 -
Re: Roth 401(k) account not listed for after-tax deduction on paycheck
Quicken Programmers: This is still a problem as of 2/22/2024. When will the Roth 401(k) contribution in Paycheck Setup be functional? If you have fixed this problem, please pin step-by-step guide tha…1 -
Re: How come when I fix placeholder transactions cash doesn't update?
Those placeholders prevent Cash from being updated. The best course of action is to enter the actual transactions, rather than Placeholders … even if you need to combine multiple transactions into a …1 -
Re: How come when I fix placeholder transactions cash doesn't update?
@SLewis-Atl - Right click on the transaction you entered and then click on Edit. You should get a popup that looks something like this example. If the transaction is a BUY, then make sure "From …1 -
Re: Trouble setting up interest-only variable-rate HELOC
I think you've found a VERY viable solution. Since there's no required payments to principal, the Loan Wizard wouldn't apply. What you've got (for at least 30 years) is monthly payments of interest w…1 -
Re: Duplicate Entries in Tax Summary _401Contrib
Also in case someone finds this page and is having same issue, [Tax Impact of 401(k) Accounts] is NOT a selectable category in the drop-down even if you have "show hidden categories" checke…1 -
Re: Duplicate Entries in Tax Summary _401Contrib
Thanks I was able to remove duplicate. Also in the Tax Planner my projected salary is overstated as a result of my edits. Is there a similar hidden category used by the planner where I can also fix e…1
