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Re: Continued Duplication of security names
It is very helpful that Quicken now presents the underlying type of security type for those cases where users have renamed them. That underlying type carries with it several unchangeable aspects, lik…1 -
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
