Best Of
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Re: How do I do a conversion on a fund that converts to the same named fund in my IRA?
Let's make sure we are using Quicken terminology here, not mixing up "securities," "funds," and "accounts". It sounds like you have two Accounts in Quicken, Individ…1 -
Re: PNC bank upgrade affecting Quicken downloads?
Just spoke with PNC this morning. The fix to deactivate and then reactivate your linked accounts. DO NOT RESET, REMOVE, OR AYTHING ELSE! It worked, no duplicate transactions. All is working as it sho…1 -
Saved reports and date ranges
This isn't really a question so much as just giving you a heads up that something with saved reports has some room for improvement. I received an update to QWin R58.9 this morning and proceeded …1 -
Re: Pershing Investments - MFA - Remember My Device
https://community.quicken.com/discussion/comment/20521248#Comment_20521248 I am Citi Personal Wealth Management (CPWM) client and while the color scheme is slightly different from what's shown h…1 -
Re: How do I get rid of these unnecessary placeholder transactions?
Howdy, @Miranda I don't think there are any serious issues here. What I suspect happened is that when you connected to Ameriprise, most of the Securities "matched" correctly, but the o…1 -
Re: Target National Bank - FDP-163 error
Same issue for me. Two days now. Will give it one or two more to see if corrects.1 -
Re: American Express - FDP-401
I've cancelled my upcoming annual quicken renewal. How am I supposed to run my business ?? Majority of my business accounts and cards are Amex and I can't do what has to be done.1 -
Re: Business vs personal register headings (Q Mac)
@Patrick Day I think you're saying that your checking account register is showing the added business columns of Business, Client and Billable — as that correct? If so, you can simply click on th…1
