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Re: Edit/Delete the Default Portfolio Views (6 Legacy Votes)
I still think this would be a valuable improvement. There was a new discussion on this topic just today.1 -
Re: Tax Planner "_401Contrib" category doesn't include 457 contribution [edited]
OK, thanks for clarifying, I have edited the title.1 -
Re: Cannot rename payee, just for one account
It is not as convenient as the Itemized Payees report, but if you go to Edit > Find/Replace I think you can search for the Payee you want to change and change it even in investing accounts.3 -
Re: Cash transfer between IRA accounts treated as contribution
Another issue that adds complexity to this situation is that a distribution from a tax deferred account might or might not be taxable - it might be a regular distribution, a rollover to another IRA o…1 -
Re: Quicken Classic for Win - OL-295-A Errors at Vanguard
@AR53 It sounds like the problem account needs to use an old Pershing account number beginning with 2 digits and a V when reconnecting. Please go to page 1 of this discussion and follow the detailed …1
