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Re: Problem with recording a stock gift to Charity in Quicken H&B 2017
Proper process is: 1) Remove shares at their cost (not current value) 2) ADD shares at current value. This gets the CapGain out of the account, and sets the value of the donation 3) Sell shares at cu…1 -
Re: 2024 year for Tax Planning
I had no problem selecting 2024 in the Tax Planner either. R59.181 -
Re: COGS
The category that you use for those payments to subs should have a 1099 tax line associated with it. In Q, it's that associated Tax Line that determines how this is reported.1 -
Re: Manually entering Brokerage transactions with a money market sweep fund
In my brokerage accounts, I just show the cash as cash … and don't bother with it REALLY being a MMF. That way, I don't have to mess with all of the MMF buy & sell transactions.1 -
Re: Unable to Download Transactions with Wells Fargo [Edited]
Have you seen the info provided in the "box" in your graphic? It's not apparent that this is a Q problem … it appears to be User error. And without knowing which connection method you&…1
