Best Of
-
Re: Return to Franklin-Templeton ever?
Thanks. I should note that a QFX file cannot be imported because FT isn't listed as one of the supported financial institutions. I'm about to inform them of that.3 -
Re: Return to Franklin-Templeton ever?
Thank you for sharing! Discussions get closed after roughly 30 days of inactivity. To keep a discussion open, posting every 3 weeks or so will keep it from being dormant long enough to get closed. I …1 -
Re: Fidelity Downloaded Transactions Not Matching
@Quicken Kristina Just reported another problem. Different type of transaction this time. I thought the problems were solved but I did a REBALANCE on my wife's Fidelity account yesterday and the…1 -
Re: Spreading Positivity!
Something I often have to remind myself of—and that might be helpful to others too—especially when things aren’t moving as quickly as we’d like: “You don’t have to have everything figured out today. …4 -
Re: Need Help with Change of Ticker in Quicken
Most simplistically, this just an edit Security Details and changing the ticker there. The program will ask you about a) transferring the price history to the new ticker (normally a yes) and and b) d…2 -
Re: Set up Rename Rules for transfer in Q; No account number in bank download
This is not a problem that can be solved with Renaming Rules. As @UKR explained above, if these transfers happen regularly, once a month for example, you should set up a transfer Reminder for each of…1 -
Re: Unknown category at very top of dropdown category list
You should be able to delete this category. It's a remnant of a time, years ago, when transaction downloading created temporary "TEMP_xxxx" or "ACCT_xxxx" accounts during the…1 -
Re: Transaction counts in update summary are wrong
Hi @Quicken Kristina, I don't have complete info but I can say this: At least one of the accounts that had an erroneous zero transaction count uses the "Quicken Connect" transaction ty…1 -
Re: Transitions duplicating when editing categories
It appears that you are running a Beta version of Quicken. If you are a Beta user, you should be discussing these issues in the Beta section of the community.1 -
Re: Apple Card support
I suspect Goldman Sachs won't make that happen. Will have to wait until a new FI takes over the card. You can export transactions using QFX tho.1
