Best Of
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Re: Is there a report that shows how many shares each account owns of a selected security?
Thanks, everyone. Tom Young's reply is the most helpful because it generates a report that lists only those accounts holding a given security. I have 20 accounts to manage our family's inve…1 -
Re: Best Way To See Which Accounts Hold Specific Stock
Thanks. That is hidden. But it seems to just show transactions in a set period vs listing what's currently being held in each account (unless I'm doing it wrong).1 -
Re: Why won't my Spectrum Charter and Verizon accounts sync with the new online biller system?
@Jim Driscoll, I too have had no success with Spectrum/Charter after 4+ attempts.1 -
Why won't my Spectrum Charter and Verizon accounts sync with the new online biller system?
I have tried several times to link my Spectrum Charter and Verizon accounts to have my bills updated in the "Bills and Income" tab in Quicken. It tells me after entering all requested info …1 -
Re: How stable is version R65.29
I updated to R65.29 on 12/23 because it was supposed to fix at least one of the Fidelity issues regarding cash representation of Core Position MMFs…and it did fix it for me. So far it has been very s…3 -
Re: How stable is version R65.29
With the qualifications that I am not a Fidelity customer and don't use "mobile & web" and bill manager, I have not had any problems with R65.29. In fact I am fortunate that new so…2 -
Re: Has anyone found the correct account name to connect to new Sun Country Airlines Synchrony cc?
I am getting conflicting answers from the Synchrony customer support. The last couple of times I called, they indicated that I needed to opt into paperless statements in order to download transaction…1 -
I cannot recategorize or retag transactions from report
I have always been able to "right click" in a report (for a single transaction or multiple transactions) and Recategorize Transactions, Retag Transactions, Rename Payees or Edit Memos. Thos…1 -
Re: PNC bank upgrade affecting Quicken downloads?
I was going to post that it looks like Quicken and PNC had solved the issue. Alas, DC only worked for a few days. As of today, I am back to manually tracking my bank balance. Not the service I am pay…1 -
Re: Pershing Investments - MFA - Remember My Device
@Hisashi T Fujinaka and @darinu71 and @QknUser942820948 I hope you've been able to resolve the Pershing issue by now. If not, here is specifically what solved the issue for me. I found that ther…1
