William Toperzer ✭✭✭

It is time for you to get on the phone with a Quicken Support rep. There are small things that may be implied but not fully stated by Papa Jay like AFTER you go to each of your Schwab accounts and D…

I agree. I know people at Schwab who support Quicken who confirm Quicken had sufficient notice to support and fully test this change. Further, I agree that the threads need to be consolidated and tha…

I should have originally said that the TT interview (not Schedule A) asks for categories like medical insurance to be broken out from doctor fees. q_lurker is correct that the Tax Summary report is m…

20+ year user here too. Everything financial is tracked in my Quicken (Windows) as a great way to keep track of big picture. Wife now uses separate file to manage her 90 year old mother's finances si…