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- What version of Quicken are you using?
- Quicken Windows Subscription
One operating-not Quicken- difference you will notice is the normal brokerage industry practices of cash settlements, and therefore also downloads to quicken, after 2 maybe 3 days (forget which). Als… (View Post)2
You stated that the old account was "zeroed out". Was that via remove Transactions that were then offset by Add Transactions in the new brokerage account? If so, then you should be able to … (View Post)1
Re: How can you exclude Investment accounts from Spending Reports without having to customize each time.Have you tried hitting the small gear icon in the upper right corner of "See where your money goes" and selecting the type of accounts you want included? (View Post)1
I assume you are referring to the Portfolio tab under Investments? If so, one way that can happen is that you have included a "savings" account in the accounts you have selected to include … (View Post)1
I had the same issue. My original RMDs were entered as transfers as is usually recommended here. I first set up a new other income sub-category, set to 1099-R taxable distributions. Then on the date … (View Post)1