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Re: Custom Index/Fund - for alloc of 529 funds
The Large Cap and small cap (small cap is actually mid and small cap combined) options are for US stocks. International is for all non-US stocks. For a total US stock market fund, you can set the all…1 -
Re: Capturing the list from Update Summary > "see a report"
Hiding securities will not prevent Quicken from attempting to download quotes for them. That is a good practice for securities you no longer own and don't intend to buy in the future, but to sto…1 -
Tax Planner R58.9 BUG: settings change after upgrade
[updated] I upgraded today to R58.9 and found that many of my Tax Planner settings had changed. I checked on a system running R58.8 with a data file from a few days ago and it does not have this prob…1 -
Re: Saved reports and date ranges
This appears to be a issue with the "new" Reports and Graphs Center. Go to Edit > Preferences > Early Access and un-check the Reports and Graphs box. Then restart Quicken and try your…1 -
Re: Looking for best practices for tracking TIAA accounts during retirement
The best way to track annuity accounts during the payout depends on the payout options you have selected. See this discussion for more info https://community.quicken.com/discussion/7949313/how-to-set…1
