Best Of
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Re: Transfers
In a QWin report, click on the gear at the top right then on the Advanced tab, where there is a setting for transfers. Include all includes all transfers Exclude all excludes all transfers Exclude se…1 -
Re: Fidelity 3 prices not updating and HSA account not downloading transactions [Edited]
Has anyone seen any progress on being able to get the end of day NAV on funds within our netbenifit accounts without having to manually add them? Update: I just ran OSU and the NAVs of the private fu…1 -
Re: Credit card balances
The Credit Card Accounts snapshot cannot be changed to show current balance and ending balance. There is an All Accounts snapshot that does show current balance and ending balance for all accounts, i…1 -
Re: Issue syncing with Quicken Servers (after updating to Q Mac 8.4)
I was getting the same Quicken servers message since updating to 8.4. I reset my cloud account today and that fixed it.1 -
Re: Issue syncing with Quicken Servers (after updating to Q Mac 8.4)
Syncing had been working find for me all day with 8.4.0, but now I'm having a problem. As soon as I press the sync button an empty window pops up. I tried waiting it out for a couple minutes but…2 -
Re: Can't download from my USAA Checking Account
Hello @majorgear, Thank you for reaching out! Before deactivating any accounts, please make sure to backup your Quicken file (for instructions, click here). Once you have done that, navigate to Accou…1 -
Re: Can't download from my USAA Checking Account
Hello All, We now have a Community Alert for this issue. I recommend bookmarking it to be notified of any updates, once available, and know when the issue is resolved. If you do not see the bookmark …1 -
Re: Budget Rollover Report (46 Legacy Votes, +4 Merged Votes)
I would like to add my vote to having rollover budget feature parity for the Mac version the same as exists in the Windows version. Really, there should be feature parity between the two platforms co…1 -
Is there a way to perform a transaction search with multiple filters?
I want to perform a transaction search specifying multiple filters. For example, Payee is XYZ Company, date is between Jan 1 2020 and June 20 2020, and amount is between $100 and $150. How can this b…1
