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Re: Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions
This Idea has been around for a long time, but it is still worthwhile. Please review it, comment, and add your vote by going to the top of the discussion and clicking on the little up arrow below the…1 -
Re: Spending report displays excluded accounts
Hello @elorimer, Thank you for sharing your experience. I have some follow-up questions for you. Are you running a report? It looks like you are viewing the Home>See Where Your Money Goes. In this…1 -
Honeywell International Spin-Off Of Solstice Advanced Materials - Cost Basis
Hello Fellow Investors, Below are the numbers from the Honeywell Form 8937. You can use them for the 10/30/2025 Spin-Off of Solstice Advanced Materials. For a Schwab Account these will give you the e…1 -
Re: USAA downloading online balance but not transactions
Thanks for the suggestion on the opening balance change problem. It happened to me twice. As for the missing transactions. I cannot determine a pattern. Automatic entry has always been turned off and…1 -
Re: Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions
I agree with @markus1957 that the best way to implement this would be via a checkbox in the Security Details. But if we were to get an entry line in the Income and Reinvest dialogs, it could replace …1 -
Re: PNC bank upgrade affecting Quicken downloads?
This problem seems to be resolving unilaterally. I, too, successfully downloaded this morning several new transactions from multiple accounts including a couple of transfers that I had initiated betw…1 -
Re: PNC bank upgrade affecting Quicken downloads?
A point of clarification regarding EWC+: The EWC+ issue related to the PNC Bank - Direct Connect financial institution PW Vault. This Add Account financial institution listing is not set up to work w…1 -
Re: Quicken download via Bank of America
Private Bank of America is not allowing download of QFX files as previously allowed. B of A says that it is working on its access but it wont be ready until December 1. Only B of A could have cut off…1
