Best Of
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Re: How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?
@mikek753b It's interesting that you do get to select "SNSXX" as a money market you can treat as cash but you don't get to select the fund you want. For years I've been wanti…1 -
Re: How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?
https://community.quicken.com/discussion/comment/20533732#Comment_20533732 Oops! Slip of the tongue, so to speak. I understand that it is Schwab. I'd just gone through this mess with my Fidelity…1 -
Re: Venmo - CC-502 (QWIN)
Since Wednesday, 01/07/2026, my Quicken Windows subscription given CC-502 errors when running the 1-step update. I've been running it for months/years without a problem.1 -
Re: Quicken is not matching transfers between bank accounts
https://community.quicken.com/discussion/comment/20509958#Comment_20509958 If you have existing scheduled reminders for transfers, make sure these reminders are correctly categorized and recorded int…1 -
Re: Handling IRA withdrawls
Assuming you are tracking the IRA in Quicken, the Category entry in the split line for the transfer would be the name of the IRA account in [square brackets]. That will create a linked Withdraw trans…1 -
Re: Handling IRA withdrawls
It sounds like you are on the right track. Rather than entering a transfer from the IRA then editing the receiving end to make it a split transaction, I think it is better (i.e. less likely to cause …1 -
Re: Cleared balance showing an amount in reconcile window
Another possibility is for a payment or a credit for $14.69 (one-half of $29.38) that was erroneously entered as a charge—1 -
Re: Cleared balance showing an amount in reconcile window
The first thing that I would do would be to do a search on the amount $29.38. If that turns up nothing, I would then look at the opening balance listed in the account register.1 -
Re: PNC bank upgrade affecting Quicken downloads?
@Michael D'Amore , while the instructions for deactivating/reactivating PNC DC accounts indicate you need to deactivate all PNC accounts, they do not specifically say - or even imply - that appl…1 -
Re: New user needs to reconcile for the first time
Don't delete the register, you might not get the transactions back. There is a limit on how far back you can download of transactions. From what you said where you had a zero difference, that ac…1
