Best Of
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Re: Account Specific automatic renaming, category assignment, etc. [Edited] + 46 Legacy votes
At this time, there is no automatic way to do the renaming and recategorizing that you want. Personally, I would define and use Scheduled Transaction Reminders with the desired Payee Names, e.g., &qu…1 -
Re: Can't Pay Excel Energy Bill with Quick Pay
Hello Bob, Thank you for taking the time to visit the Community to report this issue, although I apologize that you have been unable to add your Xcel Energy Bill. May I ask that you provide the URL t…1 -
Can't Pay Excel Energy Bill with Quick Pay
I believe there is an error with Quicken's login procedure for Xcel Energy. Xcel rejects the credentials sent by Quicken. Xcel now requires user ID and password plus ONE of these three: social s…1 -
Re: Missing One-Step-Update response buttons (e.g. Accept All)
I've had a similar issue since the last two updates. I open Quicken to a maximized window on my 23" desktop display. After doing a one-step update, the small transactions window does not sh…1 -
Missing One-Step-Update response buttons (e.g. Accept All)
[Windows 10 Home, Quicken Classic Deluxe version R60.20] I use Quicken on my laptop with an external monitor (and keyboard and mouse). Note: not dual monitor setup - laptop screen is not on, display …1 -
Re: Oakmark Funds & Janus Transaction Download - Issues with Password [Edited]
Can you Please add me to the list of people having this Janus Password problem? The Tracking Method Simple - Positions Only is not adequate and The Janus with Complete - Positions and Transactions wi…1 -
Re: I have a credit card that is adding charges and balance owed is decreasing
Hey! Sorry, you are correct. The issue was to a double payment posted because of a bank payment error. Log story, but it is working now. I just didn't go back further. Thanks!!!!!1 -
Re: Purging Old Transactions Using Year End Archive Function
Thank you for your reply, I suggest that you start troubleshooting by validating your data file. Please save a backup file prior to performing these steps. Validate: File Validate and Repair File... …1 -
Re: Lifetime planner Tax Deferred accounts
Thanks, now I see that both of the accounts employee deferrals are included on the deposits line for tax deferred accounts under the summary, that is where I was looking. The deposits line is lower t…1 -
Re: Portfolio graph by account defaults to half-month interval; unable to change the default interval
That “home view” graph is really just a precustomized variation of a basic report/graph. In this case, it is a variation of the graph from the Portfolio Value & Cost basis report/graph. When you …1
