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Re: Portfolio View is including separate account shares - RESOLVED
I think new accounts and securities are automatically added to Portfolio views. Click on the Customize button at the top of the Portfolio view and select the Accounts tab. Select the Separate checkbo…1 -
Re: Quicken Budget Bug - Three Paycheck Months
@recursor1 I set up a simple test file with paychecks every 2 weeks on Fridays. Each paycheck has 4,000 Salary and 1,000 Federal tax deduction. This year there are 2 months with 3 paychecks - Jan and…1 -
Re: Standard Definition of Calendar Quarter vs. IRS Quarter Definition
I'm not sure the report is intended to support payment of quarterly taxes as much as to track investment income, which is paid by calendar quarter. Also to avoid penalties when paying estimated …1 -
Re: Maturity Dates for Bonds and CDs Reports Displays Erroneous Data
You may want to comment and vote on this longstanding Idea post. To vote, click on the little up arrow below the vote count in the first post. https://community.quicken.com/discussion/7673644/bond-ma…1 -
Re: A new report/view that lists accounts by Interest rates
For investing accounts, there are columns in the Portfolio views that will show dividend yield and estimated income. You may also find the Investing > Income by Security report useful.1
