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Re: In Spending by Category report, split transactions display as Uncategorized
If you go to the transaction and open the split, is there a portion that is not categorized? For example if it was a Memorized Payee with a split and you entered a different total amount, there will …1 -
Re: bond and taxes status in quicken
Unfortunately Quicken only tracks whether income is subject to Federal taxes or not, and does not track state taxable income separately. It tracks state and local tax withholding and estimated tax pa…2 -
Re: IRA RMD distributions
It can be tricky to record distributions such as RMDs from a tax deferred account to a taxable account in Quicken so that the tax implications are captured correctly. There are no built-in Categories…2 -
Re: Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions
This Idea has been around for a long time, but it is still worthwhile. Please review it, comment, and add your vote by going to the top of the discussion and clicking on the little up arrow below the…1 -
Re: Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions
I agree with @markus1957 that the best way to implement this would be via a checkbox in the Security Details. But if we were to get an entry line in the Income and Reinvest dialogs, it could replace …1
