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Re: Investment account market values disagree with FIs
Use Tools>Online Center, Compare to Register for each account. That will cause a pop-up window showing any discrepancies between shares reported by the FI & shares recorded in Quicken as well …1 -
Re: R53.26 removes tax year 2022 from Tax Planner
In my case, I keep a fairly detailed set of bill & income reminders. I usually enter the last of the 2024 reminders into the register in mid-December and then update them with 2024 estimates. So …2 -
Re: R53.26 removes tax year 2022 from Tax Planner
Lastly - as I recall, once January 2024 rolls over, you can't easily look at your 2023 planning data - maybe that has changed - But that was a real killer - had to make sure I ran the Tax Planner at …1
