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Re: How to handle Ginnie Mae investments (edits)
A principal payment shouldn't hit a category, which in Quicken are only Expenses or Income. A principal payment is a reduction of your cost of the investment and not an expense or income. You sh…1 -
Re: How to create a spending report, collapse all and export to excel
Click on the gear to customize the report and go to the Advanced tab. There where you see "Subcategories" select "Hide all". This will give you only the top level report which you…3 -
Re: IRA direct charitable contributions
In the IRA account try clicking the Enter Transactions button at the top left. You should see Write Check action available near the bottom of the list.1 -
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