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Re: How to record a reverse mortgage in Lifetime Planner
If what you're contemplating is simply making a draw from time to time against the loan and really nothing more, then it would seem like one approach would to be to put in a series of "futu…1 -
Re: Resetting a bunch of accounts with one financial firm?
As an aside, for the life of me I can't see where disclosing the FI involved somehow is a privacy issue. "It seems to download, then I have to go to every account to Accept the transactions…1 -
Re: In the Tax Planner, how do I include capital loss carry over?
You can enter the carryover directly in the capital loss carryover area:1 -
Re: Transfer of Mortgage - New Account? Or Just Update Info and Keep the Existing
Since you're running the Account manually I don't see a huge advantage to going the New Account/Transfer route. After all, it's still the same loan with the check going to a different …1 -
Re: How to get a total of all your credit card accounts "credit limits"?
On the Home screen customize the view to include "Credit Card Accounts." That'll give you that number.1
