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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 -
Re: Report showing budget v actual for multiple years, with each year's budget
Nope, Quicken can only show one budget year at a time. Running it year by year and constructing what you want in Excel is what you will need to do1 -
Re: Transaction Grayed Out
Transactions in the registers are "grayed out" if they are reconciled. Unreconciled transactoins are not grayed.1 -
Re: Is it okay to both automatically update from Fidelity AND manually enter a share buy?
Yes, you can manually enter buys and sells. I do it all the time with Fidelity and it matches with the downloaded transactions. I like to enter them as they happen because the Fidelity downloads are …2
