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Re: Moving shares between accounts shows an incorrect transfer value (Roth Conversion)
@Jim_Harman I have successfully recorded transfers direct from a traditional IRA to a Roth IRA without use of the intermediary taxable account. That was without having taxes withheld. Transactions sh…1 -
Re: Moving shares between accounts shows an incorrect transfer value (Roth Conversion)
@Jim_Harman Follow-up - I am seeing the conversion reported in both Tax Schedule and Tax Summary reports. Again, the action shows as a WithdrawX in the sending IRA account and a ContribX in the recei…1 -
Re: When entering Spinoff info for an older security, I receive the message "Name already exists".
Because you are backfilling in this data, you will need to work around this check. Backup your data file, just in case! Go ahead and give the form a new security to create. I suggest 1 character extr…1 -
Re: Twice monthly income reminders do not show in annual budget view twice per month (only one shows)
Follow this alert: https://community.quicken.com/discussion/7958852/updated-1-9-25-budgets-showing-future-reminders-incorrectly-in-quicken-classic-for-windows1 -
Re: Transactions needed for new car purchase without trade-in but later sold old car?
If I'd have traded in the car for $2k, my spending would show $28k only. In my view, I see you having spent $30k on the new car. As a trade-in, it would have been $28k cash and $2k transfer from…1
