u/charlieg4

Planner and general liabilities

So I created a general liability to track my deferred tax (on unrealized gains and tax deferred accounts). I can't get it included in the Planning/Assumptions section. It's not hidden or separate. It's showing up in all other reports, but it's not even listed in the Planning Assumptions to turn on or off.

Any idea? I realize it would be probably be double counting the Planner's future tax handling, but not at that point yet.

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u/charlieg4 — 1 day ago

Adding things like Apple/iCloud balances

Any way of linking balances like your Amazon Gift Card balances and Apple account balances?

Also, what do you guys use to track your rewards/points for airlines, hotels, credit cards, if not Quicken?

For ones I don't track - when I use rewards I put the expense as a category but an offsetting "Rewards Programs" income category. That way I'm tracking my expenses correctly, but also reflecting the offsetting positive.

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u/charlieg4 — 6 days ago

Hello,

I was wondering what would happen in this situation - I have a business checking account. If I put it in my personal Quicken account but also a separate Quicken data file (business) - will both be able to download and interface online as if they are the only one? Will transactions go to both?

I want it in my personal Quicken to mimic my "shares" in my sole LLC. But also to download to my LCC Quicken data file.

Are is there an easier way to do this LLC treatment all in one file (a Business version) ?

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u/charlieg4 — 10 days ago