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Re: Tax planner scheduled transactions grayed out-how to fix?
For "Scheduled Bills & Deposits" to be selectable in the Tax Planner Details table, there needs to be an actual transaction or an active scheduled reminder that uses a category with an …-1 -
Re: How to configure Treasury Bill to track it correctly in Tax Planner?
If you use Buy and Sell bonds, bought at the discount price and then interest paid along with principal at redemption, it will record properly in tax planner with no cap gain and the interest payment.-1 -
Re: Please add ETF (and other customizability) to security/asset types (78 Legacy Votes)
You can add it yourself in Edit Security Details, Edit Types, New. Once your add it in one security, it will be available in the pull-down menu when you modify the others.-1 -
Re: Vanguard Cash Plus Account - Any Solutions?
FWIW, VMFXX has a 5.29% 7-day yield vs. Cash Plus APY of 4.7%. Sorry, I thought you were referring to the Cash option for the settlement fund. I didn't know they were piloting the bank-like feature. …-1 -
Re: CC-503 (Password Error) on all Express Web Connect (EWC) Accounts
A user you helped last month resolved the CC-503 by changing their password at the FI and nuking the Quicken password vault. You could try it.-1
