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Re: Projected Balances - learning from past data
Hi Todd, You raise an interesting and, in my view, a somewhat "out of the box' question for this forum. Personally, having used Quicken for 40 years (wow, just typing that makes me feel even old…1 -
Re: Gain/Loss 1-Month ?
The gain/loss 1 - month is referring to the previous 30 days. Let me know if you have any followups. Frankx1 -
Re: How do I get the prompt to print a reconciliation report again?
Hi @mjuyeno Can you give us more information so that we can assist you? Are you trying to print a second reconciliation report - after you reconciled an account and printed that report originally? If…0 -
Re: how do i record advisory fees
Hi @Michael Rosen Yes, that is an entry where shares in that particular investment (or fund) were sold to pay a periodic fee charged by the Plan. You should enter it as a sale of 0.22 shares for whic…2 -
Re: Categorizing my credit card monthly payment
Just to expand on the answers above a little - You said that you are categorizing the various credit card transactions to various categories (probably mostly expense categories and asset accounts) so…1