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Re: How to handle Income / property tax monthly set asides
I think you should explore the use of Savings Goals within Quicken. They are a way to create pseudo-accounts to set aside money for special circumstances. The online balance is a number provided by y…2 -
Re: 2025 Tax Planner Standard Deduction
@Palace Can TurboTax 'automatically' import from Quicken, certain critical information needed on Tax Forms, such as medical expenses, total and gross income, etc.? Yes, but … And if so, how…1 -
Re: How to Record Exchanging Warrants for Co. Stock
My thoughts - a) I wasn't sure @Ted Gallagher was posting about the OXY warrants. Doesn't really matter. b) If Quicken is wanting to treat (forcing?) a short sale, it must be that your file…1 -
Re: Moving my four Vanguard accounts to Fidelity
Sigh — all that did in my opinion was confirm that Quicken is using the basis of the Add Shares transaction for the Return YTD calculation. Without seeing and testing your data, I can’t comment on wh…1 -
Re: How to Record Exchanging Warrants for Co. Stock
The place to start is this post from the original time frame. Yes, dividend, then buy.1
