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Re: How can I customize and income and expense report to organize the report by category grouping?
You can't organize the Income and Expense by Category report by Category Group, but you might try the similar report at Reports > Banking > Cash flow, which does support organizing by Cate…1 -
Re: When Lifetime Planner will separate Roth Tax Free from Tax Deferred?
Please see, comment, and vote on this Idea https://community.quicken.com/discussion/7898294/lifetime-planner-idea-improve-how-roth-iras-are-displayed-and-modelled-in-ltp2 -
Re: Newly Retired > Quicken Investments > Seek Advice Regarding Placeholders & More?
Allowing the Placeholders should be OK to get you started. Always back up your file before making changes like this, in case the result is not what you expected. As you get more familiar with Quicken…1 -
Re: Newly Retired > Quicken Investments > Seek Advice Regarding Placeholders & More?
It appears that in IRA 2970, there is a mixup between the 3 Total Bond Market securities. It appears that the ETF and the Investor class shares were consolidated into the Admiral shares. In IRA 6501 …1 -
Re: How to / possible to create multiple quicken accounts for one brokerage account?
Another thing you can do is to keep all the securities in one account and create custom Investing Goals. You could use the Investing Goals to group or subtotal your securities in one view. The only l…2
