John_in_NC Beta

  • Re: Alight 401Ks and 2026 "catchup" contribution changes

    Thanks @notintuitlobbyist and @hurwi The fact that the transx are commingled is worrisome to me. If they are indeed separate buys for the traditional/Roth amounts, then I would be less concerned. I t…
  • Re: Alerus 401k

    https://community.quicken.com/discussion/comment/20528044#Comment_20528044 If you have the option to download a QFX, it usually can be found in the download/recent transactions area. Often there is p…
  • Re: Alerus 401k

    One additional tidbit: And while the QFX is simply a text file, it is not an option for all banks: when you go to import, Quicken is going to verify behind the scenes if that bank is supported. If it…
  • Re: Alerus 401k

    Hi, @Quicken Kristina I think we know this connection supports QFX Web Connect. It is the messaging that needs to be improved-it shouldn't throw a warning that it doesn't support Quicken Co…
  • Re: New QMAC Investing problem

    Howdy, @Bob. Feel free to ignore if you prefer-we are just fellow users (with no financial incentive to defend) trying to help you figure things out. Is help what you want? Yeah, it likely is a (brok…