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Re: Automatic Categorization is OFF but Quicken still adds categories
The preference does work for what it was intended. This preference is at the tail end of other processing: It is basically saying that if it gets to the end of the processing and the category isn't y…-1 -
Re: Status of Fidelity Downloads please
@jazztbone said: Quicken needs a fix to conform with the new “Fidelity Access” requirements for third-party apps and aggregators. And what do you think going to Express Web Connect +/FDX was?-1 -
Re: Why is the _RlzdGain in Planning/Budget show the cash amount from a sale instead of the actual gain
"Income" is an ambiguous term. To the IRS it is "taxable income". So what I'm going to pay tax on is Profit minus Cost. To a person that is trying to see if they have enough mone…-1 -
Re: Tracking Investment within Retirement Accounts
I think this kind of discussion has come up many a time even reference to taxable accounts. And it really comes down to "Quicken doesn't track that", at least not using "cost basis&quo…0 -
Re: Is it not possible to create reminders for withdrawals from IRA accounts?
OK, I got off track when you said it was a linked checking account, I meant in the Quicken not at the financial institution. So, the checking account isn't anything special to Quicken. I have a feeli…-1