-
Re: Tax Planner Long Term Capital Gains Problems
When you sell a security, Quicken defaults to using FIFO, so the MM lot or lots that were sold on 3/5 might have been long term holdings. If those shares had an incorrect cost basis of 0, that would …2 -
Re: Investement performance report- Quicken Classic Business & personal- Canadian
You can control whether the management fee is considered a Return or not. You should record the fee as a Misc Expense in the account, using a Category that is just for fees. To see and change the set…1 -
Re: Overdue Income and Bill Reminders in investing accounts incorrectly included in account bar balances
Not resolved in R63.20. In order to keep an issue like this open, we must apparently add a comment at least monthly, to indicate that it is still an important issue. Here is a more complete descripti…1 -
Re: One step updating not working on 5/14/2025
@craigcrowder @Quicken Anja may use some canned responses to gather information about problems and suggest basic fixes, but as far as I know she is a human, not a bot. There is a way to install an ea…2 -
Re: Splits in Spending Report
The spending tab has limited customization; you must use the actual Cash Flow report. Assuming the report is set up as you described above and you have recorded the principal payments as transfers in…1
