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Re: How do I edit the category list? [Edited]
Press Ctrl + Shift + C and right-click on the errant categories for the available options.1 -
Re: Savings goal charts?
I suggest you use a customized Account Balances graph to display the savings goal balances over time: select Reports > Graphs > Account Balances, choose a date range and interval, press Alt + C…6 -
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