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Re: Reports w/i Exclusion Capabilities
You could try entering ~HST in the Tag contains box. According to the Help, that should exclude all transactions the have HST anywhere in the Tag field. If that doesn't do what you want, you wil…1 -
Re: Tax Planner: Tracking Spouse IRA Contributions 2023 & 2024 Tax Years
I assume that the contributions were all entered as transfers from taxable accounts in Quicken to the IRA account, not Deposits or rollovers from another IRA for example. If not, please post back for…1 -
Re: Spending Report not showing mortgage payments
I don't know about reports in Quicken on the web, but with the desktop software, if you want transfers to be included as expenses, you should click on the gear to customize the report, then on t…1 -
Re: TIAA Traditional share balance NOT transferring to Quicken
The problem with TIAA Traditional downloads has been around for years. Each time I do a One Step Update, it downloads a Shares Added with zero shares. But if I do a Reconcile Shares, it reports the c…1 -
Re: Securities Comparison Mismatch problem
It sounds like there may be a Placeholder that is affecting the share balance. Got to Edit > Preferences > Investing and check to Show hidden transactions box to make sure Placeholders are not …1
