Best Of
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Re: Discover is changing to be Capital One
I just posted how I was able to do so. Look for Migrating your Discover Card to CapitalOne.1 -
Re: tax/insurance payments from mortgage escrow account dont show up in reports | banking | cashflow
Is the escrow account included in the report? You say it is a separate account. If it is marked Separate in Quicken, it will be excluded by default from reports. If you want to include it, you must c…1 -
Re: Investment accounts are loading very slowly
Thank you for your reply, According to Microsoft's support site: If power usage is not a concern, selecting Best performance can help the CPU run at higher performance when needed. Select Start …1 -
Re: Fidelity cash management account
that is one way to look at it, but I'm paying Quicken to have an app that downloads updates correctly, so it's also on them.0 -
Re: Fidelity cash management account
This is NOT fixed yet (as of 11/17/2025). when reauthorizing the CMA account, I still only get options "Brokerage", "IRA or Keogh Plan" and "529 Plan". None of these all…0 -
Re: By pass entry of password when you want to update accounts.
When you set up an Account that uses the Direct Connect downloading method you're prompted to enter the password used into the Password Vault and that Vault must have a password. (It wouldn'…1 -
Re: Portfolio X-Ray not recognizing ETF stock funds
It seems unlikely that Morningstar removed the functionality for ETF’s, but left it in for mutual funds. The Morningstar website still provides a full analysis for both ETF’s and mutual funds. More l…1 -
Re: Changed password on RBC Wealth Management, now cant download transactions
OK thanks for the help. I'll see what support can do for me.1 -
Re: Changed password on RBC Wealth Management, now cant download transactions
@epicmountain, Thank you for following up, and I apologize for the delayed response. Unfortunately, I searched, and the password requirements are not in the logs, like we would normally expect them t…1 -
Re: Unable to Import any QFX Files after Latest Windows Update [Edited]
@mjonis thanks for pointing this out! I've included a note for it in my initial instructions. Also, thank you for submitting it and letting us know! We'll get this turned in to the proper c…1
