-
Re: How to treat 'Annual Fiduciary Admin Fees'
Another aspect of these fees is whether you consider them to be valuable financial advice or a drag on the account's performance in the Investment Performance Report and the Avg. Annual Return (…1 -
Re: Use gross or net income in Lifetime Planner, and few other ponderings ??
Also if you have a Health Savings Account (HSA) you may want to record your Medicare premiums as expenses because they may be reimbursable from the HSA.1 -
Re: Bill and Income Reminders section for Investing accounts - Round 2
What I am seeing in one investing account in QWin US R60.15 is that the Downloaded transactions area at the bottom of the Transaction List is the same height as usual but even if only one transaction…1 -
Re: Allow amount to be included as one of the criteria for payee renaming
One way to handle that would be to make a Reminder for Adobe Stock for $29.99. Since it is a subscription, it is a fixed amount and schedule, and you can have it auto-enter a few days before the next…2 -
Re: Please: no report should default to "All Dates" - Default to "This Year" or "YTD"
In QWin the default date range for most reports is set at Edit > Preferences > Reports and Graphs. Unfortunately the "Register report" accessed from a Banking register's gear men…1
