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Re: Closed account and reports
Yes. Closing an Account doesn't wipe out the history of transactions in that Account. Those transactions are still available for reports if you include the Account by selecting it in the "A…1 -
Re: 401k Rollover to Traditional IRA
The "transferred" action is completely analogous to a rollover. Since you transferred cash, not stock, you'd need to do a "sell" in the old 401(k) and then do a "Cash Tr…6 -
Re: How to track personal allowances and other budgeted pre-designated amounts
"However, it would be improved by finding a way to link them to the primary accounts so that the balances are taken directly into account,"Click the gear wheel over the Accounts Bar and sel…2 -
Re: Separating funds from an account
The easiest way to achieve what you want is to create a new Quicken Investment Account, perhaps named after the second mutual fund, then do a "Shares Transferred Between Accounts" action in…1 -
Re: Creating a loan account
"Quicken creates the loan obligation (opening balance) by creating a transfer back to the original account (category = loan account) instead of allowing you to associate the opening balance with…1
