Best Of
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Re: Fix Validate/Repair Messing Up Tax Planner
I'm assuming you don't have Mobile Sync turned On. That being the case there is still some syncing going on during OSU that jumbles the reminders. Knock on wood but it has been a couple of …1 -
Re: CSV File Import for Banking Transactions not working
Thank you Kristina. Your response helped me isolate the problem. It appears that the documentation in Quicken states that the dates must be in the format: mm/dd/yyyy. However, when using a date such …2 -
Data File Opening Slowly
The past few days, my data file has taken a minute or more to open. I validated the file, checked for errors, disk cleanup, and still no change. I called Quicken, and they told me OneDrive is the iss…1 -
Re: Elevations Credit Union CC-501 errors
Sadly, this Tuesday (11/9) will be 3 weeks from when this issue started and there is no fix in place or an ETA for one. I'm disappointed on both sides (Elevations and Intuit) that they can'…3 -
Re: Improve accuracy of Net Worth through automation by downloading home and vehicle values
Quicken already supports downloading Zillow provided you have the Premier edition or higher.1 -
Re: Unable to import data from Charles Schwab now like I have in the past.
Also, it's not clear which on the list of Charles Schwab (when clicking on add +) to choose. This is not working correctly. When reaching out to Charles Schwab, they are of no help. They point m…1 -
Re: Unable to import data from Charles Schwab now like I have in the past.
I'm having issues with getting data into Quicken from CS. I see no option to unlink Quicken. What are the steps to do that at CS?1 -
Re: Unable to import data from Charles Schwab now like I have in the past.
I have been successfully importing data from Charles Schwab for many years. Now I can't do that for some strange reason. Can you help?1 -
Unable to import data from Charles Schwab now like I have in the past.
I have been successfully importing data from Charles Schwab for many years. Now I can't do that for some strange reason. Can you help?1 -
Re: Bank of America Reconcile Balance includes Pending Transactions
Thank you for the follow-up, Unfortunately, our teams don't give ETAs. I can see that the ticket is open and in work, but there are no new updates available. Thank you!1


