Best Of
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Re: .QFX Import from Vanguard results incorrectly assigned reinvestment transaction categories
I contacted Vanguard on this issue almost a year ago. I got bounced around for 9 -10 months with like 5 - 6 tickets. I finally got pissed enough and escalated to the CEO where an escalation manager h…1 -
Quicken STILL creating bogus opening balance transactions
I found the other discussions of this oddly closed, like it's a verboten topic. But it happened to me yet again yesterday, when one of my credit cards was wildly off, and yet, exactly by the amo…1 -
Fidelity accounts with multipile Quicken files - reset needed?
I manage two different Quicken files…one for a trust, and one for personal finances. Both the trust and personal finances have Fidelity accounts Ever since the new Fidelity connection method, I often…1 -
Re: PNC bank upgrade affecting Quicken downloads?
@Swift and @Boatnmaniac I just got off the telephone with PNC Tier 3 and my "resolution specialist". PNC Tier 3 was surprised nobody had reached out to me. She found the resolution speciali…1 -
Spreading Positivity!
Welcoming January and the New Year! This is your sign to pause and be kind 💬 Drop one positive word or affirmation for the next person who reads this 👇 Here's mine: You are doing better than y…2 -
Re: Spreading Positivity!
@Palace, I love it! Thank you for sharing that!1 -
Re: Discover Card and Capital One.
Attached is an email I have received from Discover. I have not seen anything from Capital One other than the new terms and conditions. There is nothing on there web site. In my account, it shows that…1 -
Re: Implications of creating a new checking account that matches another current account
In a new account, you'll probably only be able to download about 90 days of transactions.1 -
Re: Oakmark Funds & Janus Transaction Download - Issues with Password [Edited]
This is a bug caused from Quicken recent update (probably in late Nov. 2025). Be patient to allow their software team to track back their software update logs and figure out the solution. Quicken had…2 -
Re: Bank of America mess
@kaleggs Pick a time when you can sit in front of your computer for an hour or so uninterrupted. Pick up the phone and call Official Quicken Support . (Click the blue link I've provided, scroll …1
