-
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 -
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
