-
Re: Reauthorize my financial institution connection(s)?
Financial institutions require your permission to share your data with Quicken and Intuit, Quicken's "aggregator," when you first set up an Express Web Connect + (EWC+) connection. Fro…1 -
Re: Testing Roth Conversion result in Tax Planner
@BK I think your test should work, assuming you don't have any other IRA or pension income and no taxes are withheld from the conversion. If taxes are withheld from the conversion, you would ent…1 -
Re: Quicken Classic creates duplicate register entries after editing transactions
For those who have this issue, please review the discussion that @mshiggins linked above. I have found that after editing a transaction, you can avoid this issue by clicking on the green Save button …1 -
Re: Feedback on R64.25 Investment Account Changes – Disruptive, Misguided, and Deeply Frustrating
I agree that Quicken should not change accounts from Complete to Simple mode without warning or explanation. That said, were you able to switch back to Complete mode? What type of account was this - …1 -
Re: Transaction list for investing account gone!
Please note that I am a user like you. I have no control over what Quicken does. I agree that Quicken should not switch you from Complete to Simple mode with no warning or explanation. That said, wer…2
