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Re: Occasional Balance Adjustment Reconciling Checking Account
Quicken computes that Prior balance on the fly each time you start a reconciliation. It is the sum of all ‘R’ transactions in the account, before and after the date of the reconciliation. So if is di…1 -
Re: Average Monthly Spend per Category
Reports / Spending / Current Spending vs Average Spending by Category The average spending can be set for a variety of time frames consistent with the current period. That is, if the Date range is cu…2 -
Re: Account Overview Screen: [Holdings].Market Value does not match [Account Status].Total Market Value
@Quicken Kristina … the top section is getting the value based off of quotes, while the Account Status section is based off of the information sent directly from the financial institution. I do not t…1 -
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
