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Re: Return (%) YTD not updating.
Note ROI can be off if you have Added or Removed securities, normal Buys, Sells, and dividends should be OK.1 -
Re: zzz-Fidelity Updates
@kmagnush Please only post your issues once. If you want to edit a post, you can click on the 3 dots at the top right of the post. You mention that duplicate transactions were downloaded. Were they f…1 -
Re: Opening Balance transaction changed by Quicken
Quicken should certainly not be changing the opening balance of long-established accounts, but this has been going on for a long time. This tends to happen when something changes about the account - …1 -
Re: Reauthorize my financial institution connection(s)?
Financial institutions require your permission to share your data with Quicken and Intuit, Quicken's "aggregator," when you first set up an Express Web Connect + (EWC+) connection. Fro…1 -
Re: Testing Roth Conversion result in Tax Planner
@BK I think your test should work, assuming you don't have any other IRA or pension income and no taxes are withheld from the conversion. If taxes are withheld from the conversion, you would ent…1
