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Re: Setting a reoccuring payment to the third Wednesday each month
Edit the reminder, select change to the right of the Due next on field, then Monthly, 1, 3rd, and Wednesday from the pull-down menus and select OK and Done.1 -
Re: Why isn't Cloud Sync working on exit?
If you haven't already, I suggest you reset the Quicken ID associated with the Quicken file. * Select Edit > Preferences... * Select Quicken ID & Cloud Accounts * Select Sign in as a differen…2 -
Re: Why Does My Roth-IRA Distributions Get Reported as Income?
Open the Roth account, press Ctrl + Shift + E, choose Yes for Tax deferred, select Tax Schedule, select 1099-R: Total IRA gross distrib. in the Transfers out pull-down menu, OK, and OK. Note: The inc…1 -
Re: closing vs. hiding, and keep separate
You should use Keep the account separate when you want to exclude an account from net worth calculations, historical calculations, and from reports and graphs by default.1 -
Re: Tracking a 401 loan
We use the Holding view when we reconcile investment accounts.1