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Re: zzz-Fidelity Updates
I cutover to EWC+ several days back. I have since reverted back to my Fidelity DC connection. Spent too many hours looking into the errors with Cash security conversion issue, CD pricing issue, hundr…1 -
Re: zzz-Fidelity Updates
If Fidelity users are forced to use "simple investing" and wish to continue to use EWC+, then it would seem that tax planning would be completely useless, right? Custom investment reports a…3 -
Re: The cheapest per month?
Here are some pricing options for various quicken product levels. https://www.quicken.com/products/pricing-comparison/1 -
Re: Save Report to Excel (xlsx) on Exit
For the past number of years I've used a tool called Macro Recorder to automate data collection from the UI. My main two scripts extract my user data from Lifetime Planner and budget and save it…2 -
Re: Question about lifetime planner expenses vs income tax
If you use Category Detail method to estimate future living expenses in LTP, then you have the option of excluding income tax related categories (in Category Detail) to avoid double dipping. I suppos…1
