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Re: Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions
There is a Qualified Dividend Category that you're free to use, if you wish. Simply select the "Inc-Income(Div, Int, etc.) action, enter the divided in the Miscellaneous box, and enter _Qua…1 -
Re: Properly Record Federal Tax Withheld From Mutual Fund IRA Distribution
Delete the cash entries in the IRA. Over in the checking Account split the net deposit. In the first split line gross up the the amount to the pre-tax number and record that line as a transfer out of…1 -
Re: How do I enter a transfer out of one fund into another fund in my 403(b)?
@hokiealum08 "I'm entering the full transaction history of my wife's account since her provider is Empower and Quicken doesn't connect to them."Why? It would be much easier t…1 -
Re: Only the primary owner of a joint account can download transactions?
My wife and I have separate Schwab User IDs and Passwords. When I set up all our Schwab Accounts in Quicken - this was decades ago - I simply set up the Accounts in the same fashion, i.e., her Accoun…1 -
Re: Need step by step instructions for recording the GE spin off of GEHC Healthcare (edit)
For historical context to @q_lurker 's post above.... Quicken's old spin-off wizard use to give correct accounting information for spin-offs: each old "parent" lot was correctly s…1
