Best Of
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Re: how to handle - GE spin off of GEV (edit)
@q_lurker sure no problem. GE % after was 84.1652% and GEV after was 15.8348%. I used $140.19 as my opening price on GEV as that it what Schwab sold the CIL of fractional shares at. I input $186.285 …1 -
Re: Quicken support for Canada
My test transactions downloaded and Quicken did not Automatically Detect the Transfer, which it should have. It seems that feature is broken in the Current Canadian Release. I will report this using …1 -
Re: Renaming rules based on Memo field. Possible or Why not???
The Canadian version may be different. The following (pasted below) is all the Canadian Help has to say about the Memo field. Furthermore, the Canadian help does not make reference to the memo field…1 -
Re: Renaming rules based on Memo field. Possible or Why not???
I don't know if something has changed or if that is an issue specific to the Canadian version ...It's my understanding that Renaming Rules work on a combination of Downloaded Payee Name and Downloade…1 -
Re: Is there any news or updates regarding QFX downloads from RBC (Payee/Memo reversed)
I seriously doubt that Quicken Inc is going to do anything about this, since it is the financial institution that is generating the QFX file, and doing it "wrong". They have to change it. A…1 -
Swapping Payee and Memo
From my bank's QFX file, for only certain type of transactions the NAME and MEMO column are swapped. What is in the MEMO column should be in the NAME column and what's in the NAME column should be in…1 -
Re: Roth 401(k) account not listed for after-tax deduction on paycheck
@Quicken Kristina I noticed the issue the day I submitted the question. I last used the Roth 401k option about a year ago, and had no reason to try it in the intervening year, so I don't know when it…1 -
NEW 4/24/24 Chase - CC-601/FDP-101
We have identified that users with Chase are receiving an FDP-101 in Mac and CC-601 in Windows. This has been escalated internally, though we do not have an ETA at this time. To be notified of update…3 -
Re: E-Trade users: how well is it working with Quicken for Windows now?
ETrade has direct connect connection and is very reliable.1