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Re: How to change account type to "no cash balance"?
Note: SMF = Single Mutual Fund. This option is only available for accounts that have never held any securities other than one mutual fund1 -
Re: TIAA Traditional
For me, what annoyingly happens with each TIAA Traditional download is that I receive a Shares added transaction for zero shares. When I accept it, this dialog appears I keep the default of Shares ad…1 -
Re: In Spending by Category report, split transactions display as Uncategorized
If you go to the transaction and open the split, is there a portion that is not categorized? For example if it was a Memorized Payee with a split and you entered a different total amount, there will …1 -
Re: bond and taxes status in quicken
Unfortunately Quicken only tracks whether income is subject to Federal taxes or not, and does not track state taxable income separately. It tracks state and local tax withholding and estimated tax pa…2 -
Re: IRA RMD distributions
It can be tricky to record distributions such as RMDs from a tax deferred account to a taxable account in Quicken so that the tax implications are captured correctly. There are no built-in Categories…2
