-
Re: what is the best Tax Reporting category for my monthly pension income
The "special treatment" is that it's non-taxable. Ergo, don't connect it to any tax form in Quicken, it's just a Category of income that isn't taxable.1 -
Re: Individual Bonds at Schwab removed and re-added automatically
Are you sure something "real" didn't happen to these bonds, like getting "swapped" for alternative bonds? What are the names of the disappearing bonds? Maybe these transactio…1 -
Re: Individual Bonds at Schwab removed and re-added automatically
I was under the impression that this just happened for 2 bonds but clearly it was a lot more than that and this, to me, certainly suggests a "hiccup" in the EWC+ process, (which doesn'…1 -
Re: Credit Card transactions FAIL
What method of downloading are you using? If it's EWC then you shouldn't even be seeing a password for the Citi accounts. Perhaps something herehttps://www.quicken.com/support/why-dont-i-ne…1 -
Re: How to return to the reconciliation screen?
One way of fixing this is to go to the register and manually change all properly "cleared" transactions ("c") to "reconciled" ("R"), as appropriate. The Clr co…2
