Best Of
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Re: How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?
https://community.quicken.com/discussion/comment/20533463#Comment_20533463 You removed the SWGXX security from your Security List? That could well be the primary reason why you are not getting the SW…1 -
Re: How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?
I wouldn't think you'd want to remove all historical transactions for SWGXX as that would affect your history and net worth. Did you really follow the Add Account process I laid out? I'…1 -
Re: Privacy policy - what personal information does Quicken share with affiliates or other 3rd parties?
Thank you @jacobs couple of follow-up questions How can I tell is if an institution supports direct connect? I tried adding, WellsFargo, Chase, Bank of America and few more, I only see the Intuit opt…1 -
Re: Privacy policy - what personal information does Quicken share with affiliates or other 3rd parties?
Yes, your data file lives on your desktop. How much data Quicken gets its hand on depends on several factors. If you enable syncing with Quicken's cloud services, in order to use the companion m…1 -
Re: Discover new connection not working---times out (Q Mac)
My downloads are working now from Discover1 -
Re: Merging two Securities into one
@mshiggins: Thank you for the input. I'll look into it. At this time the shares are under the control of my financial advisor and held in a Schwab account. They have been advised these are ESPP …1 -
Re: Any update setting up Lincoln Financial Annuity account on Quicken (Windows)
thanks hmday. It’s bizarre because people using Quicken for Mac were able to use it.1 -
Re: Any update setting up Lincoln Financial Annuity account on Quicken (Windows)
I called LFG they said connecting account to quicken is not available to individual clients only for servicing agents.1 -
Re: Any update setting up Lincoln Financial Annuity account on Quicken (Windows)
hi Alyssa - I am having troubles posting my comments. The instance you listed is the one I use and it is asking for a Direct Connect ID and password, but Lincoln does not have such a thing The other …1 -
Re: STILL "Awaiting Next Bill"
I am having this same experience and posted about it 5 days ago, although not as eloquently as those who commented here. The transactions all download, just not the bill total and due date.1
