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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 -
Re: Is there a way to get Quicken to accept SELL transactions without having to use the wizard?
If you don't have the default costing method as LIFO or FIFO it's always going to ask you what lots got sold and I know of no way to have it not ask what method to use and simply opening up…1
