Tax Planner - can you create a method where you can map the categories and/or accounts to include in Quicken Data that contributes to the Tax Planner. For instance, with Capital Gains calculations its pulling in numbers from retirement accounts such as 401k even though they have been designated as Retirement (vs investment) accounts. Consequently, the cap gain calculations are wrong. Same can be said for any other field - it would be useful to map (select/deselect) categories to be included in the data pull.
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