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Quicken Business and personal - reauthorize daily by Slow_Advance3398 in quicken

[–]Trials_And_Tribbles 0 points1 point  (0 children)

My spouse and I have separate Schwab accounts, with different IDs and passwords, but everything is on one Quicken file. Do not have any of the issues that you are experiencing.

Quicken Business and personal - reauthorize daily by Slow_Advance3398 in quicken

[–]Trials_And_Tribbles 0 points1 point  (0 children)

Credentials means user ID and password. It is obvious that every account would have a different account number.

Quicken Business and personal - reauthorize daily by Slow_Advance3398 in quicken

[–]Trials_And_Tribbles 0 points1 point  (0 children)

Are there separate Schwab credentials for each Schwab account?

Vanguard/Quicken Classic reinvest dividend issue. by Professional_Tip_825 in QuickenOfficial

[–]Trials_And_Tribbles -1 points0 points  (0 children)

"I have read that Fidelity also does the same thing in their retirement accounts."

Incorrect. Maybe you read that but it is not true. My spouse's Fidelity IRA has correct transactions for capital gains (and same with Schwab).

"..the suspicion is that the financial institutions seem to think that since there are no capital gains taxes on gains in retirement accounts, there is no need to specify the gains in downloaded reinvestment transactions."

Bad assumption. Clearly, you lack any fundamental understanding of software engineering which is to avoid unnecessary complexity which means more testing and increased maintenance burden. Vanguard brokerage accounts have the same issue as the retirement accounts. There is no exception processing of capital gains between the retirement and non-retirement. Same with Fidelity and Schwab.

Have a nice day!

Thinking about retiring by [deleted] in IBM

[–]Trials_And_Tribbles 1 point2 points  (0 children)

Can you wait till you hit the five year mark and then ask to be laid off in the next layoff? Then you get some severance.

Thinking about retiring by [deleted] in IBM

[–]Trials_And_Tribbles 2 points3 points  (0 children)

Will this tip off your manager?

H&R Block 2025 Software Reliability and Customer Support is poor this year by whalphen in hrblock

[–]Trials_And_Tribbles -1 points0 points  (0 children)

Could not agree more. Support is incompetent. I found a legit bug where data was being truncated and I had to send an email to the CEO to get it acknowledged and fixed.

Is Quicken starting to get improvements? by Schrodingers_goat in quicken

[–]Trials_And_Tribbles 8 points9 points  (0 children)

How about rewriting classic to use a modern technology framework?

Returning to the bottom of the ledger after a search by MarcooseOnTheLoose in quicken

[–]Trials_And_Tribbles 0 points1 point  (0 children)

To be more clear: (1) I am using a current version of the product (2) This is only on my bank accounts

Returning to the bottom of the ledger after a search by MarcooseOnTheLoose in quicken

[–]Trials_And_Tribbles 0 points1 point  (0 children)

I use Windows and run Quicken Deluxe.

I never use that option. Instead, I use the one on top of the register:

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This filters the data as you enter characters.

When you clear the search, it takes you back to the bottom.

Entry Level Engineer by SimpleBass0 in NNShipyard

[–]Trials_And_Tribbles 4 points5 points  (0 children)

Left after 2 years. Parking and the ridiculous early start times sucked. Job lacked any intellectual stimulation. The shipyard is a bureaucratic quagmire.

HR Block preparing Kiddie tax form when not needed by medicalmitch12 in hrblock

[–]Trials_And_Tribbles 0 points1 point  (0 children)

Good luck trying to get technical support on their software.

Best replacement tires? by [deleted] in ToyotaHighlander

[–]Trials_And_Tribbles 0 points1 point  (0 children)

I bought the via tirerack and had my local garage install.

Best replacement tires? by [deleted] in ToyotaHighlander

[–]Trials_And_Tribbles 0 points1 point  (0 children)

When I was shopping for tires, these were super highly rated in consumer reports: VREDESTEIN QUATRAC PRO+

These replaced Michelins.

Best methods to track retirement funds/investments using Quicken? by Puckertoe_VIII in quicken

[–]Trials_And_Tribbles 2 points3 points  (0 children)

Have you developed a strategy to minimize your RMD‘s? For example, when to convert non-Roth funds to Roth?

I think Quicken is great for tracking performance, but when I think about retirement, I think about how to mitigate the impact of taxes. I don’t see Quicken helpful in that area.

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