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Re: Pension Check
… And you can set up an income Reminder so that you don't have to enter the details each time and the income and withholding will be included in the Tax Planner and Projected Balances.1 -
Re: How to use Portfolio X-Ray for TreasuryDirect TBills? it fails
The analysis for the Portfolio X-Ray is performed by Morningstar. It can only analyze publicly traded securities that are in its data base, mainly stocks, ETFs, and mutual funds. Any other holdings a…2 -
Re: Totals in "Portfolio Value" report do not foot
Thanks for your detailed description of the problem. Since the steps you have tried do not fix the problem, I would start by backing up your data file in case something goes wrong. Then set the endin…2 -
Re: Placeholder entries hidden or corrupted? - Vanguard account
Did you try recomputing your investing transactions by selecting a transaction in an investing account and hitting Ctrl-Z? You should get a prompt to confirm, then it will recompute.1 -
Re: Expense Report Payments
When I was working I recorded work travel expenses with a special expense Category and travel reimbursements as credits to that Category.1
