Best Of
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Re: Securities Comparison Mismatch (x30 or so names)
My understanding of that type of problem is that the security you have in Quicken is not matched properly to the security being downloaded by the brokerage. My approach would be: Back up the file, ju…1 -
Re: Memorized Payees
file stored locally C:>programdata>microsoft>windows>start menu>programs>quicken That can't be right. You appear to be looking at the storage location for the Quicken program i…1 -
Re: My Quicken is Slow, and my data file is huge
The only thing that sticks out to me is the number of memorized payees. Do you really have over 800 distinct payees, customers, etc. to deal with? Or can this number be trimmed down a little? To tri…1 -
Re: New year - I want to start with a fresh Quicken file
Financial Spring Cleaning There is nothing quite like the feeling of a "slimmed down" Quicken file. 🧹 While I would have preferred to keep my original file intact, starting fresh has some …2 -
Re: Dividend - Buy vs Reinvest
A dividend is something given to me, not something I buy. If you are reinvesting the dividend then it is both. You are being given cash and then you are using that cash to purchase (or BUY) more shar…1 -
Re: Fidelity EWC+ Brokerage Securities Sales Not Showing [Edited]
Hello @Wize, Thank you for letting us know you're seeing this issue. The issue you describe sounds a lot like a recently identified issue with money market fund redemption transactions failing t…1 -
Re: UPDATED 2/18/26 Mr. Cooper (formerly Nationstar Mortgage) - FDP-105 / CC-505
ONGOING 12/31/25 This issue remains ongoing and our teams continue to work toward a solution. No ETA or further details are available at this time, and this Alert will be updated once more informatio…2 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
@jdparker225 @mrzookie My sensitivity to the memo field is that the memo field was populated with Direct Connect, the information is on the Merrill Lynch web site, the information provides detail suc…1 -
Re: Flexible spending account
IF you're going to be reimbursed for them, YES, they're transfers and not "Medical Expenses" (at least for tax purposes). Because you're being reimbursed, they're not de…1
