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Re: Tax Planner Errors
The title of this thread is "Tax Planner Errors" but agree with @markus1957 that the primary issue here appears not to be a Tax Planner issue/error. It is an issue related to Reminders losi…2 -
Re: Can not sync US Bank Investments account with Simplifi personal
You have are posting about Simplifi but this is the Quicken Classic Community and no one here will be able to assist you. I suggest you post your issue in the Simplifi Community: https://community.si…1 -
Re: Fidelity money market automatic redemptions
I got the cvrshrt transactions downloaded into all 9 of my Fidelity accounts this morning extending back to the beginning of 2026. In all of these transactions the security was the Core Position MMF …1 -
Re: 2013 Version
The "New Clients Only" version can't read your current Q data file … it's quite literally, for new clients only. You need to find a version that doesn't have that limitation.…1 -
Re: Portfolio X-Ray not recognizing ETF stock funds
An Alert about this has been posted.: https://community.quicken.com/discussion/7970783/new-2-3-26-qwin-portfolio-x-ray-incorrectly-showing-some-holdings-as-039-not-classified-0391
