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Re: Looking For Federal and NY State/City Income Tax Prep and Printing Recommendation
For the personal returns, TurboTax Deluxe or Premier with the New York State option should work. For the S Corp you would also need TT Business. Quicken can export personal data to TurboTax, but its …2 -
Re: Investing Auto Update
If you go to Edit > Preferences > Investments, you can select "Automatically update quotes every 15 minutes". This may not be available in Deluxe. Generally Quicken's quotes are …2 -
Re: Incorrect Category for Investment Transactions
I am seeing the same issue. Three ReinvDiv transactions downloaded today for VWILX. One was correct, a dividend reinvestment. The second was actually a short term capital gain distribution, and the t…1 -
Re: What would cause Quicken to not populate savings account interest into the Tax Planner.
OK, thanks for clarifying. I don't see exactly how you are getting to "edit (more actions)" But if I right click on a transaction or select a transaction and go to Edit > Transactio…2 -
Re: Issues with automatic Payee renaming
Thanks for the additional information. I see that the un-useful renaming is included as the "inferredPayee" entries in the Cloud Sync Log, which confirms that it is coming from Quicken'…1
