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Re: how can i set up a account reminder the will transfer $$ from my IRA to my checking as a split trans
The key is to set it up as a split Deposit Reminder in the checking account. Here are the details: There are no built-in Categories for IRA tax withholding; you must set them up yourself. I use these…3 -
Re: OMG - single step import of CSV investment transactions?
For an explanation of this issue, see this discussion and the others linked from that one https://community.quicken.com/discussion/7968903/csv-investment-import-error-off-by-one-cent1 -
Re: Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)
Quicken has several similarly-named performance measures, so we must be careful to use the exact names. Unless noted below, I will use the names of the columns in the Investing > Portfolio views A…1 -
Re: Tax Planner for 2025 does not work.
Why should I have to reinstall for an issue that Quicken seems to have introduced Not everyone gets these installer messages. The fact that you are getting them indicates that there is a problem with…3 -
Re: R64.25 broke Projected Balances
Help > Report a problem is not useless. When they decide to work on a problem, they use the data and logs submitted to help diagnose it. Also I think they gather stats on submissions to help see h…1
