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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 -
Re: Investment Performance Report shows all equities: current holding and sold
Another way to do this would be to use an Investing > Portfolio view. I am away from my computer now, but I think that unless you have selected the Show closed lots option, this will only include …1 -
Re: Thanksgiving Prep or Cleanup…
My Thanksgiving specialties are monitoring the turkey temperature to predict when it will be done and making the gravy.3 -
Re: Downloaded transaction payees being renamed even though I am saying "Do Not Rename"
You can fix ugly transactions with Renaming Rules. This will also have the benefit of standardizing the Payee names, so you don't get things like Starbucks #1234 and Starbucks #5678 as different…2
