-
Re: Tutorial and Renaming downloaded transactions
It may be wrong, but the Help for Renaming Rules is here https://info.quicken.com/win/how-do-i-standardize-payee-names-with-renaming-rul It says Quicken searches the Payee and Memo fields for the sea…4 -
Re: What tax lines should be used in and out for Schwab Equity Account.
For the Schwab Equity Account are you referring to a brokerage account or some other type of account? The tax line items for transfers into or out of an account in Quicken depend on what type of acco…1 -
Re: Paycheck Issue with 401K Account
I see all my accounts except for 401(k)s as options for the Roth 401(k) deduction. So if you set up the Roth 401(k) account as a Roth IRA, it is available as I see it is in your list.1 -
Re: Quicken Security Issue
Apparently your bank connections are using Express Web Connect + (EWC+). When you set up this type of connection, you authorize your bank to share your transaction data with Quicken's aggregator…1 -
Re: Paycheck Issue with 401K Account
There is now a line in the Paycheck Wizard for Roth 401(k) contributions, but only for one Roth account. Are you trying to add a second Roth contribution? Is your Roth 401(k) a separate account from …1
