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Re: When Will Quicken Update The New 2025 Standard Deduction and Tax Changes?
Based on experience from prior years, any updates to the Tax Planner will not be available until near the end of the year, when the changes have been finalized. In the meantime, we can make manual en…3 -
Re: Vanguard account number doesn't match Quicken one-step update
The old account numbers that you need to use when connecting to Vanguard via Direct Connect are the ones that Vanguard used for their brokerage (not mutual fund only) accounts until 2009, when they c…1 -
Re: Portfolio view: Left click on security name or news icon not working correctly.
I experimented a little with this and found that if I hover over the security name for a second or so, there is a pop-up that offers two choices: "Quotes and charts (online)" and "Secu…1 -
Re: Brokerage Account Investment Dividends NOT appearing on Taxable Income YTD
For me, the Taxable income YTD panels, both on the Home Page and on the Planning > Tax Center page, include a _DivInc line that appears to be correct. If you go to the Reports > Tax and open th…1 -
Re: Portfolio View is including separate account shares - RESOLVED
I think new accounts and securities are automatically added to Portfolio views. Click on the Customize button at the top of the Portfolio view and select the Accounts tab. Select the Separate checkbo…1
