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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 -
Re: When entering Spinoff info for an older security, I receive the message "Name already exists".
Because you are backfilling in this data, you will need to work around this check. Backup your data file, just in case! Go ahead and give the form a new security to create. I suggest 1 character extr…1
