Best Of
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Re: How to archive data so that I start fresh 1/1/2026...
The archive function only removes reconciled data and as I expect that the data you pulled in isn't reconciled, it's all maintained. You could go back and turn all transactions to "rec…1 -
Re: Discover Card and Capital One.
I just selected "tools\add account" and selected Capital One card services. Authenticated my account and Quicken found the Discover account at Capital One and it was already defaulted to li…1 -
Re: Bizarre Quicken behavior
Are you referring to "Portfolio view?" Is so, click on Options > Customize current view > Securities and check to see if that security is selected for that view.1 -
Re: Dividends included in income/expense reports
The only rational reason I can come up for what you're seeing and describing is that something that you say you've selected for inclusion actually isn't selected. I have a very similar…1 -
If I start over, will my accounts redownload tractions?
My financial situation and account have changed so I need to start over. I know from other threads I can change name of the old file to save it and create a new file to start from beginning. However,…1 -
Re: Marcus - Unable to Connect
Ditto, hopefully this is temporary2 -
Marcus - Unable to Connect
I'm not sure if others are experiencing the same issue, but I could not connect to my Marcus account today and received the following error: It appears this account is at a bank that no longer s…5 -
Re: Fidelity money market automatic redemptions
@Quicken Kristina The two I mentioned are the ones where the problem is still actively occurring. But last year I think I recall seeing SPAXX have an issue as well. Please ask engineering to disclose…1 -
Re: Charles Schwab account not syncing properly
Yes, this resolved the issue. What I discovered, however, was that there was a an entry that was listed as an "unidentified security" that I had to delete in order to get the balance to ref…1 -
How to transfer all assets from one brokerage account to another (Q Mac)
I am transferring all assets from one type of account at Vanguard to another. The investments are being "transferred in kind" so the capital gain and loss information stays the same. What i…1
