Best Of
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Re: Portfolio X-Ray not recognizing ETF stock funds
It seems unlikely that Morningstar removed the functionality for ETF’s, but left it in for mutual funds. The Morningstar website still provides a full analysis for both ETF’s and mutual funds. More l…1 -
Re: Changed password on RBC Wealth Management, now cant download transactions
OK thanks for the help. I'll see what support can do for me.1 -
Re: Changed password on RBC Wealth Management, now cant download transactions
@epicmountain, Thank you for following up, and I apologize for the delayed response. Unfortunately, I searched, and the password requirements are not in the logs, like we would normally expect them t…1 -
Re: Unable to Import any QFX Files after Latest Windows Update [Edited]
@mjonis thanks for pointing this out! I've included a note for it in my initial instructions. Also, thank you for submitting it and letting us know! We'll get this turned in to the proper c…1 -
Re: Fidelity Updates Still Broken after Update
There are 2 aspects to this: 1) FDRXX is not listed as one of the potential money market funds that Quicken considers potential core funds. That's the list I pasted in my previous post: "Fu…1 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
After weeks of relatively stable transaction downloads (of what was known to be working), I received 4 incorrect transactions yesterday. All were involving ETF fractional shares. The first 2, which s…1 -
Re: How to record Sony Corp Spin-off on October 6, 2025
As shares distributed as a taxable dividend, yes, the new shares would get a new acquisition date.1 -
Re: Why is an account not set up to download transactions asking me to download transactions?
I don't think I would have been able to set it up as an online-connected account since Cash App is not listed. Those fields are already blank on the General tab. I'll try setting up a new a…1 -
Current Spending vs. Average Spending by Category Report Error
When you run a Current Spending vs. Average Spending by Category report, the total for the category is not correct. The total for the category it totaled by leaving out the last sub-category of the p…1 -
Re: Missing Categories in Windows Reports
That worked well, thank you. I still wonder what other category/subcategory pair is also corrupt but I'll keep my eyes open.1
