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Re: Tutorial and Renaming downloaded transactions
What I often see in downloaded Payees is a company name combined with something that identifies the store, like STOP & SHOP 0653 WESTPORT CT My Renaming rule for this is This will put purchases a…1 -
Re: Investment account market values disagree with FIs
My first guess would be to look at the share prices. What types of securities do you hold? Quicken's quote provider usually has the day's mutual fund prices by 7:30 pm Eastern time on days …1 -
Re: Tax Planner - Compute taxable Social Security income
The calculation of the SS tax percentage uses "Combined" income, which includes tax-free income. This is not otherwise tracked in the Tax Planner, and thus might be a good deal harder to im…2 -
Re: How do I get quicken to separate transactions according to each business, instead of lumping them to
This is the dialog that is displayed when you select Business > Manage business information from the top Quicken menu then select the pet sitting business and click on Edit. Note that My Pet Sitti…1 -
Re: How do I get quicken to separate transactions according to each business, instead of lumping them to
It's a TXF file that is exported, right? I took a look at the TXF file generated by my test file, and I see V042 AQuicken Classic Business & Personal R60 D 1/29/2025 ^ TD N293 C1 L1 $123.45 …1
