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Re: TREASURY NOTE/BOND PURCHASES
Setting up a Treasury Direct Account in Quicken is easy. You'll create it as a manual (non-downloading) Account, you'll transfer money into that Account when the buy occurs (the Treasury wi…1 -
Re: Mutual Fund Cost basis adjustments
"I have not found a way to record these payments accurately (a cost basis adjustment)."What I do is to make two entries "as of" 12/31/XXXX. The first entry is a reduction of divid…1 -
Re: Running a Report to dispute Indiana Penalty - Income categories to match 1099, by Month or Quarter
One possible source for a difference between Quicken's total for a security's dividend for the year and what you see on a 1099-DIV is the fact that a dividend can be paid in one year but it…2 -
Re: Prepaid Bills & Prepaid Rent
If you want to "amortize" income and expenses instead of recognizing them when you pay/receive the cash, then you need to establish balance sheet Accounts in Quicken as the offset to the pa…1 -
Re: How to categorize Amazon refunds/gift cards?
@volvogirl Yes, I do have a Gifts Received Category and if anyone ever gifted me an Amazon Gift Card that's exactly how I'd account for it.1
