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Re: Looking for list of default categories
Some further notes on Categories: It is worth spending some time deciding what set of Categories best fits your friend's situation. When analyzing the category usage it is helpful to click on th…1 -
Re: Bad data point from vanguard. Is there a way to fix it?
Was there a reinvested dividend or another transaction on that date? If so, go to that transaction in the account's transaction List (Register) and make sure the share price is correct. If there…1 -
Re: Looking for list of default categories
The easiest way I know of to get a list of the default Categories is to create a new test file with the types of accounts that are in the problem file then go to Tools > Category List and check th…1 -
Re: Mutual Fund in TFSA
In the US it appears that the rule for attempting to get quotes from the quote provider is non-blank Ticker AND (on Watch list OR non-zero share balance) If the ticker symbol is not found, we get the…1 -
Re: ‘Tax Schedule report’, ‘1099-R:Total IRA taxable distrib’ section. Missing\Incorrect entries.
The Tax Schedule Report works correctly for me. Taxable IRA distributions should be in the "1099R:Total IRA Taxable Distrib." section. Did you leave out "Taxable" in your discussi…1
