-
Re: Projected Balances are wrong
What you are seeing here is "by design." When you have several transactions that occur on one day, e.g., the three on 8/1/2024, the Closing Balance shown on that day is after all 3 transact…1 -
Re: Investment differences Deluxe vs Premier
"Marketing deceptions for many years! "Intuit DNA.1 -
Re: Can I export bills list to .csv file ?
Right. Brain fog, I guess.1 -
Re: Handling Schwab's Purchase of TD Ameritrade in Quicken
@mshiggins "my Ameritrade accounts are scheduled to move to Schwab over Memorial Day weekend. " I guess I misunderstood the Schwab rep I spoke to about this. I came away with the impression…1 -
Re: How to categorize a transfer?
I'd opt for the KISS principal here and keep all the accounting in the law firm's Quicken file. I assume the cash really is deposited in a bank account that's separate from the law fir…1