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Re: Assigning Category to a payee
Edit > Find/Replace… Find > Payee: Exact > {enter Payee name} Replace > Category > With: {enter Category name} That will do the trick for all historical entries. For future entries, us…1 -
Re: T-Bill, Splitting Interest Income and Return of Capital
"I have no way to track Interest Income separately." NO, that's not correct. When you record the maturity of the bond you record the interest income in the Treasury Direct Account. If …1 -
Re: Citi - CC-502
There's an Alert on this matter here: https://community.quicken.com/discussion/7911445/updated-9-13-23-citibank-citi-cards-cc-502-fdp-102 The most recent post to this Alert has a purported work-…0 -
RSU Support
What, exactly, do you wish to see? An RSU is just another versions of a non-qualified stock option, typically requiring no out of pocket cost on your part and gets "exercised" when it vests…1 -
Re: How does Quicken calculate the cost basis?
At Schwab you can control the default method of costing used for security sales: If you have managers directly signing into Schwab to execute trades, they could set this up for you.1
