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Re: Why is there no "rollover" selection for transactions in IRA accounts?
@Quicken Anja Here is what happens after I click on the up arrow to vote for this Idea. I must refresh the screen to get the vote to register. Normally this works OK, but this morning it has done thi…1 -
Re: Specify Lots Sold in This Transaction view is truncated
@Quicken Kristina I explored this issue further and I found that for me, the Gain/Loss column is only cut off and the scroll bar missing if there are more tax lots than will fit in the Specify Lots s…1 -
Re: column widths for reports
I would not want reports to always auto-size the column widths. If the widths are set automatically and you have a few extra-wide entries, it can make the report flow onto a second page. Sometimes I …1 -
Re: Fidelity What is the best way to fix hidden Balancing Cash Adjustment?
Quicken creates Balancing Cash Adjustments when a transaction like Div, Bought, or Sold that would affect the cash balance is entered and there is a Placeholder in the account for that security on a …1 -
Re: I don't even know the proper terminology in which to present my question.
Click on the Tools menu and select Add account. Assuming you are not downloading transactions, select Offline account. Under Banking, select Checking. If you are just tracking income and expenses for…1
