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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 -
Re: How do I record a conversion of a Traditional IRA to Roth IRA in Quicken?
A contribution to a Roth IRA is not a taxable event thus the Tax Line Item should be blank. Disclaimer: I am not a tax advisor. Consult your tax advisor.2 -
Re: CSV File Import for Banking Transactions not working
Maybe it honors the date format you have selected in Quicken, or perhaps the Windows date format. What format does your version of Quicken use when displaying dates?1 -
Re: Investment transaction screen
Detailed instructions: Sometimes a Quicken update switches one or more investing accounts to "Simple" mode. In Simple mode you will see a dashboard with 4 big squares instead of your invest…1 -
Re: CSV Investment Import Error Off by One Cent
@Quicken Kristina Please note that this issue has also been reported here https://community.quicken.com/discussion/7968168/is-there-an-error-importing-csv-investment-file-into-a-brokerage-account and…2
