Best Of
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Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
@Quicken Janean Looks like categorizations of Div, CG ST & CG LT transactions are now working correctly, although memos are still missing. Not sure about other types of transactions yet.1 -
Re: Download only new data
What transaction are downloaded is partially determined by download method. Using Direct Connect, the financial institution makes the choice, using EWC+ the Q/Intuit software makes the choice. SO, wh…1 -
Re: Can you remove/adjust the withdrawals from the Plan Summary in the Life Time Planner
Basic info on withdrawals is they will cover annual expenses from taxable accounts if there is sufficient funds or from tax deferred accounts if balance in taxable accounts is not sufficient. Once yo…1 -
Re: Why not return this feature which disappeared?
I get a Category Report option by right-clicking on a category:1 -
Re: Return to Capital - curious how others do it?
This is what I see in an investment transactions report subtotaled by Security for this type of situation. In this case the 12/30 transaction was recorded as "DivInc" to the _DivInc categor…2 -
Re: Display of the same payee and Merging Memorized payees
Alyssa, I answered your questions in another discussion. I did run Validate and repair and there no errors relative to this problem or any others. [Edit - Added link to the referenced response]1 -
Re: Incorrect Register Balances
To answer the "where is your file located" question, @Quicken Alyssa is looking for the highlighted path in your File menu: Having OneDrive or another cloud storage system in that path may …1
