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Re: How to track CC entries and monthly payment (edit)
Here's what is generally accepted as "best practices." As you make charges on your various credit cards you use Categories that make sense to you, Categories that you want to periodica…1 -
Re: Gifted Shares of Stock
Gifted shares DO retain the cost basis of the donor, though if and when you go to sell those shares you might not use that cost basis, depending on the circumstances. https://ttlc.intuit.com/turbotax…2 -
Re: What kind of transaction is correct for a cash out for a stock acquisition?
A "Sold" action. # of shares sold x price per share.1 -
Re: Downloaded payments post to same account
"When I download checking account payments, Quicken mostly categorizes them as payments back to the same account"That shouldn't be the case. Quicken should be able to use information f…1 -
Re: How Do I View Prior Loan Transaction Details?
If the loan is connected to a financial institution and downloads transactions, then there is no loan register available to you. In order to see the loan register you must deactivate downloading, tur…1