Best Of
Re: Some Amex accounts are not being discovered
I was able to connect my 4 accounts this time when I went through the steps again. I did rename the old American Express institutions before I added a new American Express connection. E.g American Express Old 1 and American Express Old 2. These institutions were left over from making the accounts manual. Not sure if you did some work on your end or the renaming helped.
All things are back to normal with Amex for now. HealthEquity is still broke and I have to do manual updates, but I will continue to follow the issue on the other thread.
Thanks for the support.
rtnmn
Re: Use OAuth APIs everywhere they are available (Chase, Bank of America, etc.)
Discover and Voya will be migrating to OAuth next!
Re: Mileage Tracker for QBP: Share your feedback here!
This also helps when I view the log list. The purpose column only shows "other" when I would like to see my purpose as "Network Meeting" or whatever I choose to put there.
Iva
Re: Mileage Tracker for QBP: Share your feedback here!
Hi - I use an App called "Triplog" on my iPhone.
Any features to integrate with this app? or at least can I import from cvs?
hokuto
Re: Mileage Tracker for QBP: Share your feedback here!
yes to all of these suggestions! It would also be super helpful if the locations where connected to a map and/or we could add common places we go to be able to select them from a drop down.
This might be too specific for some, but it would also be awesome if we could connect it to invoices and/or expenses as well.
Re: Mileage Tracker for QBP: Share your feedback here!
Please add the ability to then add mileage to an invoice as an expense for reimbursement. Especially being able to tag mileage to travel associated with a client and project would be extremely important.
JMWDBA
Re: Mileage Tracker for QBP: Share your feedback here!
It would be great if there was a milage tracker for personal that would track volunteer miles for Sch A.
Re: Business Categories unavailable within Quicken Business & Personal (edited)
I'll pipe in here. Some businesses will never use some of these categories, like I'll never get a tip. If I do, and I'll be shocked to get one, it would be gross income, not needing to be separated.
If these can't be deleted, how about a hidden or archived toggle? That would help the usability of assigning categories to transactions so we don't see the unused ones at all. I'm considering adding an "x" to the unused ones to put them at the end of the list and/or resorting to a simplified chart of accounts numbering. But that doesn't work for that list as the name isn't editable either… Numbers would help as they sort before letters.
fcb
Re: QBP: Ability to delete ALL business categories (edited)
Here's what I was told: "Tip Income" is one of the business categories that cannot be deleted in Quicken as it's considered essential for business features. Other non-deletable categories include Business Income, Billable Expense Income, Discounts Given, Markup, Commission & Fees, Processing Fees, Office Expenses, Postage & Shipping, Other Expenses, and Bad Debt."
AAAAAAARRRRRRGGGGGHHHHH!
I don't have Tip Income, Discounts, Markup, Commissions, Processing Fees, or Bad Debt. I have my own chart of accounts. It is pretty long. These unwanted categories add clutter in what is supposed to be a simpler interface than QuickBooks Online, from which I transferred. Why are these categories non-deletable? Why?? Why?????
PegSy
IRA Distributions and Qualified Distributions to Save Income Tax
This is for the old codgers on here (like me). 😁
I have reached the age that I have to start taking the required distributions. I am not quite there yet, but getting there.
I did a couple of stupid things on some rollovers and ended up with three types of monies in my IRA. I had a very little that was already taxed and a larger chunk that the State had taxed. Most of it is subject to Federal Income Tax. It was going to be complicated to divide up and document. I was just going to eat the small already taxed part and pay taxes again, and the State of Alabama will let you take some $6K out per year and avoid state tax. But all of it would be taxed by the Feds. Unfortunately the Minimum Required Distribution was going to be more than $6K.
I stumbled onto Qualified Distributions, which allows you to directly send your distribution to a charity. Those distributions are tax-exempt. The main requirement is that you have to be at least 70.5 yo. Well, since my wife and I tithe and since we cannot deduct our tithe anyhow given the very high standard deduction we have, I decided starting in January to send my monthly tithe to the Church from my IRA. Fidelity makes this relatively easy to do.
In this way, I can save the tithe amount that is in my checking account putting it into savings that will already be taxed money and at the same time draw down on my IRA and not have to pay taxes on it. It will draw down slowly, of course, and so I will still have access to the money if I need it for other purposes later and also if I did first, my wife can continue to send her tithe the same way.
I have mentioned this to several of my friends and have found that about 50% of them did not know about QCDs. So I thought I would share.
SRC54