J_Mike ✭✭✭✭✭

Overview

Overview

Roles	SuperUser
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About Me

About Me

What version of Quicken are you using?	Quicken Windows Subscription

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Jul 15, 2016

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• Re: Feature Request/Suggestion: Additional account types (26 Legacy Votes)

  J_Mike

  February 2018
  This reply was created from a merged topic originally titled Donor Account. Suggest you set up a regular brokerage account - tax-deferred. Set the Display Options as Keep this account separate - as i…
  1

• Re: Manually updating the cost basis of an investment

  J_Mike

  April 2019
  One method I have used on occasion; Enter a Return of Capital transaction for the security in question. The value can be either positive or negative - as needed to make the adjustment. In the ROC dia…
  1

• Re: How can tell which accounts are linked to a financial institution and which are not?

  J_Mike

  October 2023
  In QWin.open the Account List (Tools > Account List). The column Transaction Download gives the status of each account.
  3

• Re: Best Practices & How to for Migrating from Quicken Home & Business to Mac Premier?

  J_Mike

  July 2023
  @twins Your current subscription is valid for both Win And Mac versions of Quicken - you can download and install either or both versions. You are using the Win H&B version so I understand this e…
  3

• Re: How to best fully see my memo/comment field? (Q Mac)

  J_Mike

  May 2023
  Back to the original question - you can get a vetterlook at the Memo field using the Get Info popup. Select the transaction and press CMND +I - or right click and select Get Info.
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