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Re: Exact differences between Mac and Windows version
I guess if there is no tax planning but Windows has it that would pretty much do it for me—unless the Windows tax planning is so rudimentary as not to be useful. I find the Windows Tax Planner to be …1 -
Re: Brokerage Account Investment Dividends NOT appearing on Taxable Income YTD
If the post was set up as a Question, "Answered" just means you have received one or more replies to a question.. "Answered" with a check mark means you have accepted the answer.1 -
Re: When Will Quicken Update The New 2025 Standard Deduction and Tax Changes?
Based on experience from prior years, any updates to the Tax Planner will not be available until near the end of the year, when the changes have been finalized. In the meantime, we can make manual en…3 -
Re: Vanguard account number doesn't match Quicken one-step update
The old account numbers that you need to use when connecting to Vanguard via Direct Connect are the ones that Vanguard used for their brokerage (not mutual fund only) accounts until 2009, when they c…1 -
Re: Portfolio view: Left click on security name or news icon not working correctly.
I experimented a little with this and found that if I hover over the security name for a second or so, there is a pop-up that offers two choices: "Quotes and charts (online)" and "Secu…1
