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4

The difference is ordinary income. If the price drops and you sell for exactly what you paid, you have an income of D and a capital loss of D which usually cancel each other, but not always. For example, if you already have over $3000 in losses, this loss won't help you, it will carry forward. The above changes a bit if you hold the stock for 2 years after ...


2

"Salary" is what you want. Quicken treats it as gross salary and has tied the tax category "W-2: Salary or wages" to it. Did you know that Quicken has a paycheck wizard built in? You can use it to track all of the line items on your paycheck. Go to "Tools -> Manage Bill and Income Reminders", then at the top click "Create New -> Income Reminder". At the ...


2

You can edit the account that is currently downloading the transactions: Make a backup. Unsubscribe from One Step Update for both accounts. Change the bank account number on both accounts to something else Add a new checking account and set up a new One Step Update Verify you can import transactions and write checks from the new account You can cut and ...


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The reason people like Mint is because it allows you to see all of your financial details in one place. When you create an account, you’re able to link all of your bank accounts, credit cards, and investment accounts. This linking enables Mint to update your transactions automatically. The catch is that you have to provide the username and password you use ...


2

As I understand it, the opening balance in a Quicken 2014 account is simply how much is in the account at the point you want to start tracking. If you started tracking an account at the beginning of 2014 (say) then your opening balance in your Quicken account would be the closing balance on your December 2013 statement. Every transaction after that is an ...


2

Look at your list of memorized payees by going to Tools->Memorized Payee List Find somebody who you know you haven't paid in a really long time, and remember them. Close out of that window to return to the main window. Click Edit->Preferences In the Preferences Window in the tree pane click Register->Data Entry and QuickFill Enter a value in ...


2

As far as I know, Quicken registers can't easily be exported as CSV files (which is probably what you meant by a text file -- comma-separated values), but Quicken reports can, and you can create a report that has the registry's full history. See the documentation, or websearch "export Quicken", for specifics.


2

One way to do this is to print your account register to a text file. Quicken won't help you here, but you can trick it to print to a .prn file. Install the Microsoft generic text printer driver (instructions for Windows 10): Click the start button Open the "Settings" app Open the "Devices" app Click on "Add a printer or scanner". Wait a bit Click on "The ...


2

There are tools in Quicken which will let you delete a category and replace all references to it with another category. They aren't hard to find in the help, if I remember correctly.


2

Everything is clear now that I found QIF specification. I forgot the leading L that indicates it is a category field. !Type:Bank D05/02/2015 T-40.00 PRETRAIT DAB 01/02/2015 CIC PARIS LCash in Wallet ^ does work. If someone is interested I coded a small tool to help automate the categorization process, available at https://github.com/Kraymer/qifqif


1

While this is more of a software question and will probably be closed, I would say that yes you probably need to start again fresh. You won't need to reinstall the software, just create a new account book and import the data again. However, before you do this the second time, take a moment to read up on the process. See if there was something that was ...


1

Here's a very basic MySQL query I put together that does what I want for income/expense report. Basically it reports the same info as the canned income/expense report, but limits it those income/expenses associated with a particular account (rental property, in my case). My main complaint is the output "report" is pretty ugly. And modifying for a different ...


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You don't specify in which format are the files you're importing, but if it's .qif then qifqif provides a CLI interface to enter categories as fast as possible (by reusing categories used for similar past transactions).


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If you enter the transactions as you execute them (and categorize them then), Quicken will attempt to Match downloaded transactions with ones already in the register. "Memorized transactions" with known parties can also help. My credit card downloads actually come with a rough categorization provided by the vendor; that may or may not be accurate enough ...


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This post says the feature does not exist as of 11 months ago. I think it doesn't exist now either. That sucks.


1

Depending on your platform and country, there are alternatives to Quicken. Most banks will say "we only support Quicken" to lessen their technical support burden, but under the covers they mostly use a standard protocol, OFX. That means any software package which supports OFX should work. On the Mac platform, iBank is one example.


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Quicken was originally designed to print checks with addresses on them, which could be used with window envelopes for mailing. It sounds like they're still assuming you'll use it that way, which means the envelopes would only need the return address. (I never used it that way -- always hand-wrote checks AND envelopes, and just used Quicken as a ledger.)


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TXFR is typically used for transfers between your own accounts. When you choose that transaction type, then you should notice that it limits your category choices to just your accounts. EFT is for "electronic funds transfer" as your update suggests. This is for electronic payments, for example if you have a utility bill automatically deducted from your ...


1

I found a way to do this, but it's slightly backwards. Quicken does not allow you to make a graph of just your income, probably because that would be a fairly boring graph for most people. But it does allow you to do a graph of your expenses. Doing so, while including income categories, will produce the graph I want, but with negative numbers (savings is ...


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