Best Of
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Re: Is there a way for me to merge securities?
There is a way to merge them on Quicken for Mac. Would be nice if they added that feature to Windows.1 -
TreasuryDirect access fails
Hello, This was asked before, but the tread was closed, while the issue remains. After providing login info and providing the code the setup fails, retry gives the same error. BTW - I setup online ac…2 -
Re: If the financial institution's website isn't consistent no way the data to Quicken is going to be.
I already think people should reconcile to their monthly statements & not to the online balance. This is just one more reason to do so.1 -
Re: Manually updating the cost basis of an investment
One method I have used on occasion; Enter a Return of Capital transaction for the security in question. The value can be either positive or negative - as needed to make the adjustment. In the ROC dia…1 -
Re: Why is my Current Budget Year to Date Report amounts different than my actual budget amounts?
You also set the ending date to be the end of the month And then it won't be prorated.1 -
Re: Android App and Exchange rates
I already mentioned I use Quicken FROM CANADA, so perhaps before replying please read carefully what is in the original message. What you DO NOT state is that you are using the Canadian VERSION of QW…1 -
Re: Quicken Registers Not Updating Correctly After One-Step Update (Bank of America, Wells Fargo)
It's not just BoA, it's USAA as well. One account will download transactions and the second one isn't even recognized even though USAA is tracking it as connected to update Quicken, and it never does…1 -
Re: Quicken Registers Not Updating Correctly After One-Step Update (Bank of America, Wells Fargo)
I also am having the same issue. I did call and finally got support for help and when they were done I ended up with 2 account in quicken for the same bank account with different balances. this is a …1 -
Re: Quicken Registers Not Updating Correctly After One-Step Update (Bank of America, Wells Fargo)
Hello, I have been having the same issues with my BOA-All Other states account. You would think they would fix the issue!! Marty1 -
Re: Problem transfering cash balance into investing account
it should be working…. You deposit $10,000 into the account - HOW does it get deposited - and HOW does it show up in the Register ? The Cash Balance should reflect this transaction - UNLESS this is s…1