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Re: How can I make customization to spending reports permanent?
You have to save the report as a customized report and the make sure to open it going forward from the saved reports folder, not the standard reports. Note that you cannot save over a standard report…2 -
Re: Very late K1
You don't file taxes in Quicken. You should ask this in the TurboTax Community: https://ttlc.intuit.com/community/home/misc/03/en-us2 -
Re: How to stop Quicken from automatically entering values in my budget?
I'm not sure if this is what you are seeing but with Quicken budgeting you either should enter budget values at the parent category OR the sub category NOT both. For me, I always enter at the su…1 -
Re: Can I make a new category of account-types?
No, accounts cannot be categoried. You can move accounts around within the section (account type) or make them "separate". You can also hide accounts if you don't want to see them. The…1 -
Re: Why does Quicken count Dividends Reinvested towards the Cost Basis??
Yes, reinvested dividends should count in your cost basis, especially if you are talking about a taxable account. If you are talking about an IRA, for some reason Fidelity doesn't include them i…4
