-
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 -
Re: zzz-Fidelity Updates
It is best to think of Simple and Complete as operating modes, not just views. 1) From what I have heard from the posts by the Moderators, Quicken intends to fully support both Simple and Complete mo…4 -
Re: RMD Income
Quicken can already properly record distributions such as RMDs from a tax deferred account to a taxable account in Quicken so that the tax implications are captured correctly, but it can be tricky to…2 -
Re: Print Portfolio X-Ray
Note that this Idea only has 2 votes because it is in "Planned" state and thus voting is disabled. There are 29 comments in favor and it had previously been closed because it had been erron…1
