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Quicken Classic for Windows
Errors and Troubleshooting (Windows)
Tax Category Question
rm1270
I have Interest Inc tagged to report as a tax item...has been working with one savings account with no issue and flagging as such. Just added another account and had some Interest Inc and not being flagged. I am sure this is some simple fix, but I have tried several things and nothing is working. Both accounts are set up the same from what I see. Any ideas?
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rm1270
Actually just reviewed and noticed the tax indicator was not set on the new account and now my issue is resolved....
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volvogirl
Are you using the same Category for the interest transaction? And when you add a new account you have to customize the report and add that account to it.
rm1270
I am using the exact same category but not displaying the tax indicator check on the transaction, but I did add the account to the tax report as you suggested and it did pick it up there, so at least it picks it up in the report...thanks
rm1270
Actually just reviewed and noticed the tax indicator was not set on the new account and now my issue is resolved....
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