DJW ✭✭✭

An additional account is not needed. The addition of ‘Form 8889’ or ‘Form 5498-SA’ to be assigned to transfers and the reporting of these forms in the tax summary fills the basic need. Ref; ajs Apr20…

I now officially give up on pushing for Quicken HSA support... I have turned 65, no longer can contribute. Spent 7 + years providing use cases arguing\supporting better support in Quicken for HSA con…

I do not see Full Credit Card Balance. Am I in the correct place? ( Drop down disappears when I try to capture. Only three entries. See attached Image) 'Fixed Amount' 'Previous Payments' 'Time of Yea…

Rich_M, Thanks for the timely response! I do not use the linked account feature. I do have my transactions downloaded daily into Quicken. The resultant balance from these transactions is what I would…

After the Quicken upgrade I tried the 'Time of Year' and 'Last 3 payments' for use in the Projected Balances page. Neither of these make sense to me for a variable balance such as a credit card. I ty…