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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 -
Re: Why do my downloaded transactions from a Rabbi Trust round price to two digits?
The problem might be associated with these statements from Quicken:----------------------------------------------------------------------------------------------- QFX is the file format used when dow…1 -
Re: Which category to use for "Bank Interest" in IRA and RIRA
Here's what I've done: I created a pseudo "security" called "Schwab Bank" so when those bank interest transactions are downloaded into the "Downloaded Transactions&…1
