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Re: Investment Average Annual Return - Add Earliest To Date Returns Option [Edited]
You can see ROI for your investments over various periods by adding one of the ROI columns to an Investing > Portfolio view. Note that this may give unexpected results if you have sold a portion o…1 -
Re: 2024 Estimated Tax Payments and Quicken's Tax Summary/Schedule Report For 2024 - Ongoing Issue
[Sorry, @volvogirl our posts overlapped] We are still confusing how state estimated tax payments paid in January are treated on your Federal tax return vs your state return. Quicken's Tax report…1 -
Re: How to correctly record Vanguard transfers when "cash" is held in Money Market?
So in my example, on Feb. 13, I used funds in the MM settlement fund to buy some stock in the same account. On Feb. 14, the stock purchase downloaded as a "Bought", leaving me with a negat…1 -
Re: How to correctly record Vanguard transfers when "cash" is held in Money Market?
If the transfers are scheduled, there should be no need to edit or delete transactions. You can use Reminders to record them a few days before the transactions download, and when the download comes i…1 -
Re: assigning categories to downloaded transactions
Another way to get Quicken to assign the proper Categories to downloaded transactions, especially if they are for the same amount each month, is to use Reminders. For example, if your Disney+ is 12.9…1
