-
Re: How do I remove a pension balance from my investments after it has converted to payments?
It sounds like you were using a security to track the cash value of the pension. You could enter a Removed transaction for that security. That will reduce your net worth without affecting the cash ba…1 -
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
