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Re: EWC+ Security Token
What happens if the aggregator's store of "secuity token/certificates" is hacked. Can plain text version of username and password be extracted? Can a third party use them without decry…1 -
EWC+ Security Token
From descriptions of Express Web Connect Plus, I gather that an aggregator (either Quicken or a third party) gets a "security token" or certificate from the bank containing your account cre…1 -
Re: Improve handling of IRA distributions, including QCDs and Roth conversions
I hope Steve54's comment on QCD tracking will be taken seriously by Quicken product managers: "there are many users of Quicken that have found workable solutions". Many solutions, all …1 -
Re: Improve handling of IRA distributions, including QCDs and Roth conversions
The discussion on "personal finance software" vs "accounting software" vs "tax software" is interesting. I use Quicken as personal finance software but I bet that means …1 -
Re: Improve handling of IRA distributions, including QCDs and Roth conversions
I also use a spreadsheet. I record any QCD withdrawl from my IRA as a "TransferX" to a cash account labeled "QCD Passthrough". Then I modify the entry on the QCD account to make i…1