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Re: Fidelity IRA Transactions Downloading Incorrectly (Double Withdrawal Issue)
Thank you, @Quicken Kristina For the record, I think the instructions for entering a taxable distribution from an IRA (also known as an RMD) should be: It can be tricky to record distributions such a…1 -
Re: Why is there no "rollover" selection for transactions in IRA accounts?
@Quicken Anja Here is what happens after I click on the up arrow to vote for this Idea. I must refresh the screen to get the vote to register. Normally this works OK, but this morning it has done thi…1 -
Re: Specify Lots Sold in This Transaction view is truncated
@Quicken Kristina I explored this issue further and I found that for me, the Gain/Loss column is only cut off and the scroll bar missing if there are more tax lots than will fit in the Specify Lots s…1 -
Re: column widths for reports
I would not want reports to always auto-size the column widths. If the widths are set automatically and you have a few extra-wide entries, it can make the report flow onto a second page. Sometimes I …1 -
Re: Fidelity What is the best way to fix hidden Balancing Cash Adjustment?
Quicken creates Balancing Cash Adjustments when a transaction like Div, Bought, or Sold that would affect the cash balance is entered and there is a Placeholder in the account for that security on a …1
