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Re: Tracking eligible expenses for reimbursement from 529 plan
Can’t say I’ve been through that process, but I would be inclined to use Tags on the transactions. Multiple reports available limiting to tags or sorted by tag. Might use double tags (529:regular and…1 -
Re: How to setup Roth IRA and Roth 401(k) accounts?
A Roth account is considered a tax-deferred account for Quicken's purposes, since it grows and you you can trade within it without taxable consequences. The subscription edition allows you to ch…1 -
Re: Debt Reduction Planner doesn't use CURRENT BALANCES!
@arockwood I suggest you add your vote to this idea and move on. https://community.quicken.com/discussion/7642377/idea-allow-multi-sorting-by-multiple-columns-in-register-1-merged-vote-edited In the …2 -
Re: Security reports inconsistency.
I found one such anomaly in comparing the two reports in my file. The discrepancy turned out to be a bond that was “sold” early (called before maturity). It was listed in the maturity report even tho…1 -
Re: Maturity dates for bonds and cd report segmented by month/year due
Thanks for the clarification. It is not a big deal to me personally, but I would most likely be interested in the face (par) values of the bonds maturing in the month. Short of Quicken assuming the $…1
