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Re: Remove Budget Rollover Balance Year to Year - How-to and Idea (2 Legacy Votes)
A good reminder from @UKR on how to remove the budget rollover balance from old to new year (if you look at your budget this way). See link and image below. Basically, the options are: 1. remove the …1 -
Re: RMD needs to be updated to age 73
Sadly, this is a long-standing, lifetime planner requirement was put to the product team over 3 years ago.... Lots of interest from customers, but essentially no action on this tax law change. FWIW, …1 -
Re: Quicken Planning: Retirement Investments not listed as retirement
Are your Roths setup as shown in the image below? If "Tax deferred" is check as "no" then it will not show up as a "retirement account". If you're interested, here is so…1 -
Re: Any significant advantage to using an ANNUAL Rollover Reserve?
I don't carry over reserves into the new year. I do a review on the current year's over / under and consider it for the next year's fresh budget, a sort of lessons learned exercise.1 -
Re: Refund Tracker like implemented by Quicken Simplifi
For reference, here is the Simplifi Refund Tracker help content: At first glance, I don't see how the Simplifi approach is somehow novel to the traditional Quicken Classic approach. It asks the user …2
