Best Of
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Re: Oakmark Funds & Janus Transaction Download - Issues with Password [Edited]
It would be useful if someone replied to the report a problem if only to say it was received or yes we are aware of this problem and maybe the problem ticket number. Or at least tell me we don't…1 -
Re: Prior ending statement date
Thank you for your reply, Did you try the work-around I suggested earlier? When the issue is triggered and it shows today's date as the last reconcile date, go ahead a do a reconcile with no unc…1 -
Re: Prior ending statement date
Thank you for your reply, When I tested in my Quicken, I saw something similar. The pattern I noticed was that if I did a reconcile where there were items to reconcile, then the next time I opened th…1 -
Re: My checking account has a red Balance!
Hello @Kathryn See, Thanks for the update! Only admins and moderators are able to delete posts. However, we appreciate you coming back to share the solution, as it will definitely help other users wh…1 -
Re: I'm wondering if I'm paying for more than I need
Hello @Rod F., Thank you for reaching out! The easiest way to figure out which subscription tier will best meet your current needs is to consider which features you currently use/need. Do you current…1 -
Re: Dark Mode for Quicken for Windows (6 Merged Votes)
Just a note regarding the Dark Mode autohotkey script for use with Quicken; I'm working on a 'tweak' that allows the switching from an app (like Quicken) to another app using the taskb…2 -
Re: Simplii Financial Credit Card Interface Stopped Working
Does anyone have context on what Simplii would have to even do? We already have the QFX file downloading successfully and seems to be properly formatted. Opening the file, the relevant information is…1 -
Re: How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?
You removed the SWGXX security from your Security List? That could well be the primary reason why you are not getting the SWGXX option. How would Quicken know to give you the SWGXX option when SWGXX …1 -
Re: How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?
I wouldn't think you'd want to remove all historical transactions for SWGXX as that would affect your history and net worth. Did you really follow the Add Account process I laid out? I'…1 -
Re: Privacy policy - what personal information does Quicken share with affiliates or other 3rd parties?
Thank you @jacobs couple of follow-up questions How can I tell is if an institution supports direct connect? I tried adding, WellsFargo, Chase, Bank of America and few more, I only see the Intuit opt…1
