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Re: Tax Planner: how Credit entries are treated
Quicken's Tax Planner is useful for getting a ballpark idea throughout the year of where you're headed at tax time, but if you want/need something granular (the impact of refundable credits…1 -
Re: Add a print option for the "Capital Gain Estimator" (Q Mac)
Agree. The Mac CGE needs more features, but it's a nifty little tool and moves QM further away from being merely a good looking toy. It's especially nice to work with vs the QW CGE because …1 -
Re: CSV File Import for Banking Transactions not working
https://community.quicken.com/discussion/comment/20526437#Comment_20526437 Using the debit/credit field also works fine — for me anyway1 -
Re: Can I import qif or CSV format data I download from my accounts? [Edited]
@Chris_QPW You can import CSVs into existing QM accounts. You can use Notepad to format them according to Mint CSV but I usually use CSVtoCSV from Psoft to get the categories right with a batch edit.1 -
Re: Is the Charles Schwab conversion really going better on Mac than on Windows?
On my Mac, Quicken continually prompts me with this whenever I initiate an update. Going through the "reauthorization" process doesn't accomplish anything. All of my Schwab accounts sh…1
