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Re: how to generate a report categorized by (or based on) MEMO field
@xtexan, You might try the Banking > Banking Transactions report. Set the date range as needed. Click on the gear at the top right and select the Categories tab. Select Include only transaction wi…1 -
Re: 2025 New Senior Tax Deduction
While you are waiting for Quicken to implement this, you should be able to enter the amount of the deduction you qualify for (there are income limits) on the Other Adjustments line in the Adjustments…1 -
Re: Pulling money from 401K but Quicken doesn't account for taxes pulled
It can be tricky to record distributions such as RMDs from a tax deferred account to a taxable account in Quicken so that the tax implications are captured correctly. There are no built-in Categories…1 -
Re: Investment goal report over time?
If you are referring to the "Investing goal" setting for securities, you can set either the Investing > Portfolio Value or the Investing > Portfolio Value and Cost Basis report to sub…2 -
Re: Placeholders
A Placeholder forces your share share count in Quicken to match the shares reported by your broker for that security. When you correct whatever caused the discrepancy, the Placeholder will automatica…2
