Unable to paste transaction
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From C. D. Bales:
There is no such thing as a U.S. Quicken RRSP account, so I have no idea what type account you created.
If you have setup an IRA account in the U.S. version of Quicken, see: https://getsatisfaction.com/quickenco...
[I can't recall the details at the moment, but I think there may be a few other limitations on investment accounts that are not plain-investment accounts.]
There is nothing you can do about the limitations; they're intentional.
Depending on the requirements of your real-world RRSP account, you may be able to use a plain Quicken Brokerage account with its Tax Deferred option set on.Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0 -
That's because I am in Canada, where RRSPs are recognized by the software. What I don't understand is that all my other RRSP and TFSA accounts in the "retirement" category allow me to copy and paste with no problem.0
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For the purposes you describe, you might want to consider setting up a Portfolio Value and Cost Basis report subtotaled by account, exporting to Excel, and massaging the data there.QWin Premier subscription0
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In fact, that's how I calculate the outstanding tax liability - I paste that report into an Excel template where I enter the marginal tax rate once and tally up how much I will owe. I then enter that data manually into the Tax Liability account. To avoid having to calculate incremental amounts to reach the current totals, I just reset the account balance to zero on December 31 and add the liability amounts for each investment account. The tax liability will be reflected in the TOTAL Investments value when I run a Net Worth report. If I do the report on an annual interval, the appropriate liability for earlier years is still available in the Tax Liability account. Obviously this doesn't do a good job of accounting for market fluctuations or investment changes during the year; it's just to get a rough idea of how much money is not really mine!0
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Not quite sure what you're asking, but the "transactions" in the liability accounts are not linked to any specific transactions in the investment accounts. I simply enter a year-end Miscellaneous Expense amount corresponding to each non-registered investment account, equivalent to the tax that would be due for unrealized gains to date in that investment account - 50% times unrealized gain times marginal tax rate. For RRSP accounts, the factor is 100%. These entries are assigned to Tax Liability category (see screenshot example earlier in this thread). In the Net Worth summary, the value of the Tax Liability accounts at each date interval is tabulated after all the other investment accounts.Chris Sowerby said:In fact, that's how I calculate the outstanding tax liability - I paste that report into an Excel template where I enter the marginal tax rate once and tally up how much I will owe. I then enter that data manually into the Tax Liability account. To avoid having to calculate incremental amounts to reach the current totals, I just reset the account balance to zero on December 31 and add the liability amounts for each investment account. The tax liability will be reflected in the TOTAL Investments value when I run a Net Worth report. If I do the report on an annual interval, the appropriate liability for earlier years is still available in the Tax Liability account. Obviously this doesn't do a good job of accounting for market fluctuations or investment changes during the year; it's just to get a rough idea of how much money is not really mine!
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