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Re: Tax planner - incorrect Taxable IRA Distribution after deleting future transfer
Check both sides of the deleted transfer to make sure it is really gone. Change the Tax Year in the Tax planner to 2024 and back Go to an investing account and hit Ctrl-Z to recalculate the investing…1 -
Re: 8 decimal precision problems in Quicken Classic Premier
A ReinvDiv is equivalent to a dividend followed by a Bought transaction. Does it work if you enter two transactions? Alternatively, you might collect several of these tiny transactions and record the…1 -
Re: Investment Income Reminder - Estimate amount doesn't work
I don't have a problem matching Dividend Reminders to downloaded dividend transactions, but it is clumsy and I find that the dates and amounts must match exactly. The process I use is to wait to…1 -
Re: Tax Planner's Interest and Dividend Income for 2025 using 2024 data
This is a Windows question, right? I will have a Moderator move this discussion to the appropriate Windows category. As soon as you have one or more 2025 Reminders or transactions that use one of the…2 -
Re: Has anyone noticed the new "Simple - Positions Only" tracking method for investment accounts?
I experimented briefly with this using a test file and a manual account. It seems to work nicely; the account's transaction list is replaced with a display that looks a lot like the new investin…1
