-
Re: Mutual Fund Conversion
You have encountered a longstanding problem with the Mutual Fund Conversion. As reported below and elsewhere, the Mutual Fund conversion function is broken if there is more than one tax lot in the or…3 -
Re: Grouping a Spending Report
One approach to this would be to create custom Category Groups, which are essentially super-categories. Some are built in, but you can create your own and assign existing Categories to them by going …1 -
Re: I'm wondering if I'm paying for more than I need
You can track income and expenses that are reported on IRS Schedule C with Premier and I think also Deluxe. Business & Personal can produce invoices and estimates and the reports that are on the …6 -
Re: My list of broken Fidelity EWC+ functions
@leishirsute I doubt your issue with renaming rules will get much attention in this discussion. It would probably be better to start a new discussion about that. In that discussion, you might want to…1 -
Re: Capital Gains Estimator
@MMinderbinder did you follow the advice of @Quicken Anja and save a backup before validating? If so you should be able to restore the backup without any loss of data.2
