William Day ✭✭✭✭

The 1st quarter of 2019 has recently ended and many investors have Non Taxable Dividends to record. Unfortunately there is no Reinvest Dividend (NT) category to receive the non-taxable dividend. Even…

I use scheduled transactions a lot & become frustrated when I can't view the parameters that were established when the transaction was 'scheduled'. It would be nice to be able to (1) VIEW all sch…

My Accounts are setup as either Taxable or Non-Taxable yet all of the monies, etc. they 'throw-off' are posted to (1) Dividend Income, (2) Realized Gain/Loss, (3) Reinvest Long-term Capital Gain and …

For example, when I look at the Category Summary Dividend Income (those dividends from both Taxable accounts and those from Non-Taxable accounts) are recorded in the single category Dividend Income. …

Last week Quicken (Mac) was not downloading mutual fund prices; that issue was fixed late last week. On 09/30/2020 (Quarter end) my mutual fund prices failed to download again - I thought that this m…