-
Re: I got a new computer and can't load quicken with a disc so need help
Your profile shows you have Quicken Subscription. If so, and if you have already created your Quicken.com account, log into it and download it from there. If you have not already created your Quicken…1 -
Re: Unable to connect to Everbank
If you were able to connect via OSU or Update Now a week ago but cannot now, then it seems pretty clear to me what is causing your issue: Everbank dropped support for downloading via Direct Connect a…1 -
Re: Imported Roth IRA account comes over as "Investment", not "Retirement"
Go to Account Register > upper right Gear icon > Edit Account Details > General tab. Do you see the option that is highlighted in yellow in this picture? If so, select "Yes" which …1 -
Re: How to enter IRA contributions question
I can edit the IRA Account details > Tax schedule, and set Transfer in = Form 1040:IRA Contribution self. The drawback of this approach is if I rollover funds from a 401k to this IRA, that will in…1 -
Re: Tracking credit card charges
@lmp6164 - Another suggestion if you set up Reminders for your credit card (and other bills, income and transfers): In your checking account register click on the clock icon above and to the right of…2