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Re: Pulling money from 401K but Quicken doesn't account for taxes pulled
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…1 -
Re: Investment goal report over time?
If you are referring to the "Investing goal" setting for securities, you can set either the Investing > Portfolio Value or the Investing > Portfolio Value and Cost Basis report to sub…2 -
Re: Placeholders
A Placeholder forces your share share count in Quicken to match the shares reported by your broker for that security. When you correct whatever caused the discrepancy, the Placeholder will automatica…2 -
Re: Managing Credit Card Fraud
Note that when you go through the Tools > Add Account process to reconnect the credit card and you are presented with a list of accounts, you should choose the "Link to existing account"…1 -
Re: What’s Going On Between Fidelity and Quicken?
@Quicken Jasmine I think the Alert should be revised to provide more information, either in the Alert itself or in a linked webpage: The terms "Fix it flow" and "add new account flow&q…3
