-
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 -
Re: Don't pay for Quicken Bill Manager
This matches my experience. I upgraded from Quicken Deluxe subscription to Premier in hopes of getting an easier online bill experience. To be fair, bill "presentment" was no better on my c…2 -
Failure to link account and download transactions
This is a repeat of a posting I made at https://community.quicken.com/discussion/7908721/how-to-fix-inability-to-link-account-to-financial-institution#latest . The problems still occurs today Friday …1 -
Re: Getting CC-501 at Affinity Plus FCU
As of yesterday (19 January 2021) the updates started working again, I hadn't opened a support ticket yet. Thanks for the help.1