Best Of
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Re: Reconciliation Window Should Open Even When No Uncleared Transactions Exist
Hello @thompson87, Thanks for reaching out! I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see bel…1 -
Re: Fidelity 3 prices not updating and HSA account not downloading transactions [Edited]
https://community.quicken.com/discussion/comment/20523158#Comment_20523158 It was announced when Fidelity first started to migrate to EWC+ that the Fidelity Net Benefits FI was being eliminated and r…1 -
Re: IRA RMD distributions
It can be tricky to record distributions such as RMDs from a tax deferred account to a taxable account in Quicken so that the tax implications are captured correctly. There are no built-in Categories…2 -
Re: Unable to send error report to Quicken
This issue of being unable to submit a problem report remains open. I had this happen again a few minutes ago. Problem report not accepted, reason given was too many attached files. Only the default …1 -
Re: Error Code Discover Bank
Hello All, Thank you for adding to this discussion. I am happy to hear that some of you were able to reestablish your connection today. I can confirm that the email was from Quicken. Discover is prep…1 -
Re: Make customization of projected balances sticky
Is it possible that the view's results aren't "sticky" because, upon entry to the view, the Select accounts field is selected (highlighted in blue) and you are mistakenly scrollin…1 -
Re: Transaction matching
Yep I manually record the transactions when I recommend the grant. I don't actually write a check—That's done by Schwab (and most of the time they do an electronic transfer so it's jus…1 -
Re: Expand All on the Portfolio Tab
Interesting… if (in the Portfolio View) I go to Options > Protfolio Preferences > (DO NOTHING) > Click OK, It collapses back to Account > Investments and does not show the individual lots…1 -
Re: Blue Download Dot and Other Issues
https://community.quicken.com/discussion/comment/20523132#Comment_20523132 @RickO Thanks for pointing this out! I will go ahead and update the Idea post. Appreciate your insight!1 -
Re: Blue Download Dot and Other Issues
Hey Frank, While this is the intended behavior, there is a user option for it. Click menu Quicken > Settings. In the Sidebar tab of Settings, look at this option:2
