-
Re: RMD Income
Another way of explaining why it is necessary to record the tax related transactions in a taxable account is that if the IRA is included in in the Tax reports and the accounts that the Tax Planner &q…1 -
Re: R 64.19: improved portfolio x-ray not working
@Quicken Kristina Thanks for following up. The problem is still present, but it is slightly different from what I described earlier. My file is stored directly on my local hard drive. I am running R6…1 -
Re: Schwab security always updates with the wrong price
OK thanks for clarifying. I was confused by the ticker symbol in the first sentence of your original post. In the Security Detail view for this fund, please click on More then Edit price History and …1 -
Re: zzz-Fidelity Updates
@Quicken Kristina @Ray said, It would be very helpful for all of us to have a list of issues and their status (New, Known, & Resolved with date). I'd suggest it be a separate thread with lin…2 -
Re: ability to assign categories based on name w/out renaming the payee
@EmKay I can see how this could be useful. I think it could be implemented by adding a "Use downloaded payee name" option to the Memorized Payee List. That way you could use standard Renami…1
