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Re: How to match downloaded transaction to the manual entry in Quicken [Edited]
It can be tricky to record IRA distributions such as RMDs to a taxable account in Quicken so that the tax implications are captured correctly. There is more than one way to accomplish this; here is t…2 -
Re: how can i edit the security list?
Clarification: From the Security Detail view, click on Edit Details. That is where the "Matched with online security" checkbox is located.1 -
Re: Archiving by account rather than time
One thing to check with inactive accounts is to go to Tools > Account List. Check the Show hidden accounts box and make make sure the inactive accounts are not set up for downloading. If they are,…1 -
Re: Revisitng-IRA Distribution from my JPM IRA Account
I agree with @CaliQkn's explanation. The two methods are equivalent. With my method, the IRA ends up with one WithdrawX transaction which transfers the gross amount to the taxable account. This …1 -
Re: New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]
I can't confirm this, but the transition dialog lists all of your Fidelity accounts. Maybe if a user has several Fidelity accounts and/or uses the "Use large fonts" option, the "R…2
