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Re: Unrealized gains calculation - wrong still?
Personally, I don't know why you would include Unrealized Gains in a "transaction" report. What the report does is show daily changes in unrealized gain/loss as if it was a transaction…1 -
Re: How do I set up a budget using percentages instead of dollar amounts since paid on commissions?
No, Quicken budgets don't work that way. You would have to calculate it outside of Quicken and enter the numbers manually.1 -
Re: I need to have two separate accounts to manage.
Yes, just create a separate Quicken file for your mom. You can manage both separately.1 -
Re: Add Ticker Symbol to Account Balances Report
If you run the Portfolio Value report you can select to subtotal it by Account (at the top of the report). You could also then select to sort by Value. It will group your stocks/funds by account and …2 -
Re: How can I determine my total IRA contributions in my accounts - NJ taxes IRA contributions! (edit)
Well, on a positive note, if you can keep your withdrawals in retirement under 100k (not including Social Security which NJ doesn't tax) you won't have to pay tax on it anyway. Hopefully th…1
