Bruce Anderson ✭✭

Unless I'm missing something, I wish Quicken would develop further definition of retirement assets and properly categorize Roth IRAs within the lifetime planner. Our only options of categorizing such…

I saw a previous post on this topic where the Quicken Help desk basically said a single user reporting the problem was not an issue. Well I'm user #2 and bond prices in Schwab accounts don't update. …

Well I did find a current year sell transaction in the older of the two accounts but I was thinking ROI would be based upon the performance of the remaining shares in the account. That obviously is n…