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Re: RMD Income
Quicken can already properly record distributions such as RMDs from a tax deferred account to a taxable account in Quicken so that the tax implications are captured correctly, but it can be tricky to…2 -
Re: Print Portfolio X-Ray
Note that this Idea only has 2 votes because it is in "Planned" state and thus voting is disabled. There are 29 comments in favor and it had previously been closed because it had been erron…1 -
Re: Family Adventures on a Budget
Note that this is the Water Cooler section, where posts do not necessarily have to be about Quicken. Their other post was a response to @Quicken Jasmine in this same section, on a similar topic https…1 -
Re: TD Conversion to Schwab - Lost cost basis
It is not uncommon for Quicken's detailed cost basis information to not transfer when you rely on downloaded transactions to move holdings between accounts. I suspect that if you look at your ne…1 -
Re: Can I change the download name for a bank account to something that is more identifiable?
To change the name of an account, click on the gear at the top right of the account's register and select Edit Account details. On the General tab you can change the account name. This will not …1
