q_lurker ✭✭✭✭✭

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• Re: Tagging Investment Dividend

  q_lurker

  January 24
  BUT … normal income transactions, Div, int, etc. don’t have a category option. Therefore, you’d need to record the transaction as a MiscInc transaction where you can assign the category (_DivInc for …
  2

• Re: Maturity Report for Bonds and CDs

  q_lurker

  January 24
  One of a variety of improvements needdd to that report. Add your vote here: https://community.quicken.com/discussion/7673644/bond-maturity-report-needs-improvement-edited
  1

• Re: Trying to add a stock to watch list or thru an account

  q_lurker

  January 24
  I think this post reflects a issue identified here: https://community.quicken.com/discussion/comment/20532752#Comment_20532752 @Greg Wysocki Please review your security list (Ctrl-y) and remove the D…
  1

• Re: Portfolio Xray - Schwab

  q_lurker

  January 22
  See this discussion https://community.quicken.com/discussion/7969989/portfolio-x-ray-not-recognizing-etf-stock-funds
  1

• Re: 457(b) and Roth 457(b) - how to setup when its one "account" from the Fidelity website

  q_lurker

  January 21
  Personally, I’d go with #2. Whether to move transactions or delete and manually re-create would depend on number of transactions.
  1

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