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Re: Tax Planner Errors
I am also seeing changed settings in the Tax Planner as described by @Boatnmaniac above. After entering month-end dividends, several of my settings were changed from "Scheduled bills and Deposit…2 -
Re: How to pull a retirement account contribution report by tax year, not calendar year
For Traditional IRA contributions, you can see the contributions for a given tax year by running the Tax Schedule or Tax Summary report for the corresponding year. Contributions to a Roth IRA are not…1 -
Re: renamed payee report ?
It sounds like the option at Edit > Preferences > Downloaded transactions > "Automatically apply Quicken's suggested name to Payee" is enabled. That does a pretty good job of …1 -
Re: Why doesn't the Cash Flow report default to include transfers?
I saw another post talking about this - unchecking transfer accounts that you want to include (like the mortgage). How does that result in it being included? Strictly speaking, transfers between acco…2 -
Re: Portfolio X-Ray not recognizing ETF stock funds
@Quicken Kristina While your teams are working with Morningstar, I hope they will try to address the other X-Ray issues CTP-14261 and CTP-14535 as well. The discussions on these are linked above in m…2
