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Re: How to create and manage Emergency Fund?
I'd like to keep correct Security Type for the Allocation report. The Asset Allocation report, if that is what you are referring to, uses securities' Asset Class settings, not the Security …1 -
Re: Tax Planner: Roth IRA Contributions As Wages
Are you using the Paycheck Wizard to record your paychecks? That should be able to handle your Roth contributions correctly. To access the Wizard, you should go to Planning > Tax Center and click …1 -
Re: How to create and manage Emergency Fund?
You could add the total of 2 reports: Account Balances report, including just checking and savings accounts Portfolio Value report with just taxable accounts selected and the security types you want …1 -
Re: ROTH Conversion
Quicken says they are working on an improved way of entering Roth conversions and other distributions from tax deferred accounts, but until this is available, here is the method I have used to enter …1 -
Re: Quicken Discount, yea but; Only If you have Capital One account
Does this work for renewals or just for new users? Sometimes deals like this are only for new users.1
