NotACPA ✭✭✭✭✭

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• Posts1.2K
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• Re: Tracking Computershare Accounts

  NotACPA

  January 8
  https://community.quicken.com/discussion/comment/20531222#Comment_20531222 Excellent Idea!
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• Re: SoldX from IRA not showing as 1099-R taxable distribution

  NotACPA

  January 8
  [Removed - Disruptive]
  2

• Re: Tracking Computershare Accounts

  NotACPA

  January 8
  Echoing @Tom Young. Q should always mirror reality. If Computershare creates a different account for every security, you should do the same thing in Q. Computershare goes by several names in Q, but a…
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• Re: Implications of creating a new checking account that matches another current account

  NotACPA

  January 7
  In a new account, you'll probably only be able to download about 90 days of transactions.
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• Re: How do I start my balance on a specific date?

  NotACPA

  January 6
  Why? Do you have checks written in 2025 that didn't clear your bank before 12/31? How about credit card purchases? All of those should be in your current/new data file. And, not matter when the …
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