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Re: How best to do a Net Worth Report without including Unrealized Gains?
@Perry Smith How about looking into reports that show Transfers into your various accounts? That would show the amount you're "saving" into your investment accounts, for example.1 -
Re: What was the worst thing you've received while trick-or-treating?
When my niece, who's now a Veterinarian and the mother of teenage twins, was in prep school her family lived in the far distant suburbs of our town. But her school, and her friends, were much cl…1 -
Re: Change Account Type and Account Intent
That "checking" account in Q is actually tied to a taxable brokerage account … so create the brokerage account and use the "Show Cash in a checking account" feature. Fidelity can&…2 -
Re: Need help to add a refinanced mortgage I took over to Quicken
In that spreadsheet, can you work backwards to get the missing info? Or, perhaps using Q's "Loan Calculator" and some experimentation to get the missing info? With the payment amount a…1 -
Re: Quicken not downloading account
Fairwinds does appear to be a Participating Financial Institution Fairwinds Credit Union Quicken&QB https://www.fairwinds.org 1-800-443-6887 https://www.fairwindsonline.com/tob/live/usp-core/app/…1
