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Re: Investment Income Report --mis-reports dividend income
What you describe is proper behavior. The dividend received in either account is properly _DivInc. Now when you ask Quicken for taxable information (such as various Tax Reports = Tax Schedules, Tax S…2 -
Re: Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded
Could this be tied into the fact that foreign stock dividends typically also carry in either a dividend charge or a foreign tax withholding amount (or both)? Are those expense transactions showing up…1 -
Re: Pre-Tax versus After-Tax Moneys
In my world, Roth IRA account balances are the only after-tax money. It is possible that your IRA have a basis value from you having made taxable contributions to them. That portion of the account wo…1 -
Re: How to compare an account from 2 backup?
My thought would be to print out (paper or pdf) an account balance report by month for your active file as far back as you might choose. Then restore the backup as Tom suggested and compare monthly b…1 -
Re: Backups on Flashdrive
I agree - personal choice. I make a backup almost every time I close Quicken. Some keep backups within the last month, month end and year end backups. Find a strategy that works for you.1
