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Re: Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions
@rich Note that if you are categorizing dividends as _QualDivInc and you want the Tax Planner projections to be accurate, you should also add an adjustment to the Dividends line for the same amount. …1 -
Re: Why don't the drop-down transaction types match?
The most "sure-fire" way to enter investing transactions is to click on the Enter Transactions button at the top of the register. That should give you a full list of the available actions, …2 -
Re: CSV Investment Import Error Off by One Cent
Quicken's default, and usually the best practice when entering transactions manually, is to enter the number of shares and the total amount and accept Quicken's calculated price per share. …1 -
Re: CSV Investment Import Error Off by One Cent
In your original example, you sold 65.85 shares and received $65.85. I used this converter https://baseconvert.com/ieee-754-floating-point to convert $65.85 to a double precision floating point value…1 -
Re: How do I record a conversion of a Traditional IRA to Roth IRA in Quicken?
An additional note: If you need to assign a different tax line item to a transaction in a banking account other than the default for the Category or transfer account, you can click on the transaction…3
