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Re: Tax Planner vs TurboTax - Divs & Cap Gains - vs 1099 & Tax Due
@Ps56k2 What is your goal? One of my goals with using Quicken is to have accurate estimates for my taxes so I don’t have to wait for 1099s or TurboTax. For those estimates to be accurate requires cho…1 -
Re: Chase banking transactions // not all are downloading
@BethE have you considered setting up a reminder for your weekly transfer to Chase? You can set the reminder to automatically enter the transaction a day ahead of the scheduled transfer date, then th…1 -
Re: How to connect to TreasuryDirect? All prev threads were closed without resolution
Apologies! I mistakenly looked for "Treasury Direct" rather than "TreasuryDirect". Still; if Quicken support can't make a connection with TreasuryDirect or offer any assistan…1 -
Re: Budgeting Breakdown: Essential Bills vs. Non-Essential Expenses
@starblight in addition to budget reports, category groups are available in comparison and summary reports. Perhaps one of the comparison or summary reports will meet your needs?1 -
Re: Account Balance Report
You've provided no evidence that Quicken "did" anything to cause your problem. It's possible Quicken did something wrong, but without evidence there is no way to know. What's…1
