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Re: Has Anyone Been Successful Implementing Scheduled Reminders in Investment Accounts?
I have income reminders set up for dividends in my taxable brokerage accounts and they work OK for me. They only work for dividends received in cash, not for reinvestments. For a match, the dates and…1 -
Re: CTRL-F (Find) Display column width
I edited the title to clarify the issue, but I am confused. If I hit Ctrl-F or go to Edit > Find, I get a window titled Quicken Find where the results move among register entries. Are you referrin…2 -
Re: Wrong Bond Prices on Downloads
@SeanMac Un-checking the Real Time Quotes option and/or un-checking the Download Quotes box for the bonds in the Security List does not correct previously downloaded prices, it only fixes prices goin…2 -
Re: Order of transactions on same date
One way to accomplish this is the following If you are downloading transactions, accept them manually by going to Edit > Preferences > Downloaded transactions and un-checking the Automatically …1 -
Re: Getting tax planner to work with IRA distributions
It is a bit tricky to get IRA distributions to be recorded correctly in Quicken so that the tax implications are captured. Basically any tax withholding must be recorded in the taxable receiving acco…1
