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Re: Improve handling of IRA distributions, including QCDs and Roth conversions
To get those tax withholdings to show, they MUST be recorded in a taxable account. SO, they way to do this is to transfer the GROSS amount from retirement into taxable, SPLIT the transaction in the t…1 -
Re: The Community Meetup-June 2024 Edition
@CaptainKen Q doesn't use sub-cats when importing because your card company knows neither the names of your categories nor the existence of any sub-cats. If you want to use them, you need to man…1 -
Re: Looking at Premier but have questions
Yes There's a limit of about 30 lines in a split. But NOTE that credit card txn should be recorded in a card account and then the Pmt recorded in your bank account as a transfer. Some, erroneous…3 -
Re: downloaded transactions don't match to existing transactions if already downloaded before?
In the download file, no matter which download method is used, there's a field called 'FITID' (Financial Institution Txn ID). That's how Q detects, and tries to prevent, duplicate…1 -
Re: Can't find way to save a report in R57.16, Windows
The prior icon was so apparent … wonder why someone felt the need to change it?2
