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Re: continuing on Quicken subscription with Monterey OS
They haven't dropped Monterey support just yet, though it will happen soon. When it does, you should be able to continue using the last version that does work with Monterey for some time before …1 -
Re: Will I be able to update the same files that were shared with me?
If your associate is syncing to a Quicken file on their computer then you don’t want to try to sync that same data to a file on your computer; Quicken isn’t set up for use on multiple computers that …1 -
Re: Taxable and Sheltered Dividends Inaccurate in Reports
@neloe That shouldn't matter - you can have the same security in both taxable & tax-free accounts. For example, last year I had SPAXX dividends in 3 Fidelity accounts - two taxable and one I…1 -
Re: How do I set a rule to auto-categorize a transaction based on payee AND account (Q Mac)
It’s not possible right now to have account-specific rules. There is a product idea thread asking for that, you should add your vote by clicking in the little gray box in the first post. https://comm…1 -
Re: Alight 401Ks and 2026 "catchup" contribution changes
Back when I had a 401K I didn't have any Roth contributions but I did always go slightly over the limit at the end of the year & end up with a little bit of after-tax money going in to it in…1