-
Re: Tax planner will not retain 'Scheduled Bills and Deposits' setting
@RogC Did you tab off the field on that page, and move off that page by clicking the "next" link at the bottom, before closing the window? My tax planner has been flaky like you describe in…1 -
Update changed investment accounts to simple
All of my investment accounts were configured for complete tracking. Today's update(s) resulted in several of them being changed to simple.1 -
Re: bank of america duplicate downloaded transactions
It was a one-time event. I matched all that I could and deleted those I couldn't. It hasn't happened again and I have no idea why it happened.1 -
Re: Tax Planner - long term capital gains
I think I understand now. The capital gains tax rate is determined by the combination of ordinary and LTCG income, with LTCG treated as marginal. The threshold for the 15% LTCG marginal bracket is 80…1
