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Re: roi year to date calculation
Quicken has several similarly-named performance measures, so we must be careful to use the exact names. Unless noted below, I will use the names of the columns in the Investing > Portfolio views A…1 -
Re: tax planner changes not being saved
This issue may be related to a problem in your data file that is preventing the Tax Planner data from being saved. You could try backing up your data just in case, then going to File > Validate an…2 -
Re: Tax planner / pension tax withholding confusion
You can use an Income Reminder with splits to cover the gross income and any deductions. The deductions should be entered as negative numbers, so that the net amount is the amount deposited. Quicken …1 -
Re: zzz-Fidelity Updates
@EmKay The recently updated official Alert is here https://community.quicken.com/discussion/7965464/updated-9-12-25-fidelity-updates Despite the edited title, you must scroll down to the most recent …1 -
Re: zzz-Fidelity Updates
@HKB Was entering a 100:1 StkSplit transaction for each CD all you needed to do to correct the CD pricing issue, or did you have to make other adjustments as well? I suppose you would have to enter t…1
