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Re: Allow amount to be included as one of the criteria for payee renaming
One way to handle that would be to make a Reminder for Adobe Stock for $29.99. Since it is a subscription, it is a fixed amount and schedule, and you can have it auto-enter a few days before the next…2 -
Re: Please: no report should default to "All Dates" - Default to "This Year" or "YTD"
In QWin the default date range for most reports is set at Edit > Preferences > Reports and Graphs. Unfortunately the "Register report" accessed from a Banking register's gear men…1 -
Re: Change update release schedule
I have asked a Moderator to change this post to an Idea, so we can vote on it.1 -
Re: Simplifying Investment Tracking
You can also use Simple mode for offline accounts. Click on the gear at the top right of the account window then Update Cash balance and, for each of your securities, Update share balance. If you sec…1 -
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
