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Re: Why can't users select which accounts to include in the Tax Planner?
That might be a useful improvement, but I don't see it as a major issue. Currently the Tax Planner uses all taxable accounts except ones that are marked Separate. Tax deferred accounts like IRAs…2 -
Re: Hide $0.00 accounts in Account List
You can easily hide accounts in the Account list and in the Account Bar on the left side of the screen by [correction] going to Tools > Account List and clicking on Show hidden accounts at the bot…1 -
Re: Mutual Fund Conversion
You have encountered a longstanding problem with the Mutual Fund Conversion. As reported below and elsewhere, the Mutual Fund conversion function is broken if there is more than one tax lot in the or…3 -
Re: Grouping a Spending Report
One approach to this would be to create custom Category Groups, which are essentially super-categories. Some are built in, but you can create your own and assign existing Categories to them by going …1 -
Re: I'm wondering if I'm paying for more than I need
You can track income and expenses that are reported on IRS Schedule C with Premier and I think also Deluxe. Business & Personal can produce invoices and estimates and the reports that are on the …6
