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Re: Quicken Classic for Win - OL-295-A Errors at Vanguard
[revised 3/27] Here is a summary of the steps needed to reconnect your Vanguard accounts.. Some of these steps may not be necessary in every case, but I want to cover as many bases as possible. Back …18 -
Re: Tax Planner - Compute taxable Social Security income
The Tax Planner is so tedious, awkward and flawed, why does it have any user at all ?? Despite its flaws, I find the Tax Planner very useful. Quicken has actually made some improvements in the past y…1 -
Re: Tax Planner - Compute taxable Social Security income
I agree with @Boatnmaniac. I could make a spreadsheet to track my dividends, capital gains, etc. throughout the year, but the Tax Planner if properly set up, does a good job of predicting what my ref…1 -
Re: Is there a way to change asset class information for stocks in bulk and not just one at a time
No, you must do it one security at a time. You can stop Quicken from downloading its version of the asset classes by going to the Security detail view and clicking on Edit Details. Un-check the Downl…1 -
Re: Quicken Classic for Win - OL-295-A Errors at Vanguard
@mtn_living and others with issues related to the Return (%) YTD column in the Portfolio views: That data has nothing to do with the recent Vanguard connection issues, it is downloaded from Quicken&#…2
