Best Of
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Re: How do I enter transaction to my investment account?
It's highly, highly, highly unlikely that you'll be able to "back fill" 11 years worth of history with downloads. Your Financial Institution (FI) MIGHT be an exception, so knowing…1 -
Re: Holdings view: Need % of Total Account & Ability to Customize
You can set up and save specific portfolio views as necessary - up to 20 or so customized views. I tend to one view per FI, but then when necessary cut that down to one account at that FI. So much yo…2 -
Re: Holdings view: Need % of Total Account & Ability to Customize
Portfolio Views (Ctrl-u) offer great flexibility. Holding view are a simple subset of portfolio views for a single account. Use portfolio views instead.1 -
Re: Updated 10/28/25 Fidelity Migration
UPDATE 10/28/25 Below is the latest update on what’s happening, what’s fixed, what’s still in progress, and what you can do in the meantime. Fixed or Being Released Good news! Several earlier issues …1 -
Re: Fidelity accounts - I do not see the Cash Representation option
https://community.quicken.com/discussion/comment/20517504#Comment_20517504 So as an experiment, I changed the Core Position back from SPAXX to FDRXX (to reap that extra 0.07% :), and after this morni…2 -
Re: Net Worth
https://community.quicken.com/discussion/comment/20518262#Comment_20518262 Good point, if you point at the bar that gives just the total assets. If you point at the red dot that gives the overall tot…1 -
Re: Mutual Fund Split show incorrect prices pre-split
See this thread to explain what is going on. Many of us have seen this with splits, and it isn't a bug, but rather with reporting: https://community.quicken.com/discussion/7965070/stock-split-pr…1 -
Re: Target Downloading Issues - changing to Target Circle Card
I use TNB. In the past the system worked but a couple of updates back it stopped. The way I made it work ONE time was to allow it to create a new account and then I transferred the data over.1 -
Re: Bank of America Discontinued Importing of QFX Files - CC-885 (QMAC)
BofA did respond to my email, and I'm still in discussions with them. There apparently is some fix for the API connection method that is being worked on and possibly out by December 1st. I would…1 -
Re: Do the Developers use Customer Accounts As Testing Grounds?
@recursor1 If you are not using the mobile or web features, make sure the Sync setting at Edit > Preferences > Mobile & Web is set to Off (slider to the left.)1
