-
Re: Can't Import TurboTax Deluxe 2025 into Quicken Deluxe R65.29
We seem to get Error 2 when importing TurboTax files every year. Something changes in every year's TurboTax file that causes Quicken to reject it. In past years, it has taken until June or July …1 -
Re: Return benchmark info & choice to Portfolio x-ray
Two recent Alerts may shed some light on this issue. The release notes for R66.11 indicate that some improvements have been made to the X-Ray, apparently AI generated comments on the allocation. The …2 -
Re: Tax Planner Errors
@petermartin1950 You have not answered m question about your Sync setting, which I think may be what is causing the problem you are seeing. To repeat: If you go to Edit > Preferences > Mobile a…1 -
Re: Product Idea Scheduled Transactions Search feature
Please review, comment, and vote on this existing Idea post https://community.quicken.com/discussion/7970229/add-search-filter-bar-to-bill-and-income-reminders-window It takes about 50 votes for an I…1 -
Re: Unable to get a breakdown by account of Cash in various Investment accounts
@Scott Hearan You can configure the Portfolio Value report to include the accounts and and securities you want (including No Security) and add it to the Toolbar for 1-click access.1
