Best Of
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Re: Has Quicken Windows' Underlying Engine Been Updated Recently?
No, it hasn't changed (underlying engine). As for the rest, it is impossible to judge Quicken as singular entity when talking such things. They have fixed some things, broke others, added featur…2 -
Re: Taxable and Sheltered Dividends Inaccurate in Reports
@neloe That shouldn't matter - you can have the same security in both taxable & tax-free accounts. For example, last year I had SPAXX dividends in 3 Fidelity accounts - two taxable and one I…1 -
Re: Taxable and Sheltered Dividends Inaccurate in Reports
there is only one choice available in Window/Security @neloe Are you referring to the "This security is tax-exempt" checkbox on the Security settings window: That checkbox should only be ch…1 -
Re: Fidelity FDRXX Cash Balance Missing - Quicken Mac
Echoing Doug McCann's comments. This has been broken since the change was made to the Fidelity connection method back in ~September.1 -
Re: Fidelity Cutover recognizes the wrong money market fund as cash balance
With this update I was able to manually set FDRXX to my cash position, so I no longer get miscomparisons when I "reconcile shares". Even when I did a new update it did not prompt me to set …1 -
Re: Quicken Classic Mac 8.4 has been released!
I hadn’t thought of that!1 -
Re: Quicken Classic Mac 8.4 has been released!
@Shing Thank you, but I think I fixed the problem by "Reset all Cloud accounts"1 -
Re: Portfolio X-Ray not recognizing ETF stock funds
I spent hours on the phone with Quicken support on this issue (signing in and out, validating file, and lots and lots of waiting while the issue was supposedly "escalated"). On 1/14, I was …1 -
Re: Backup size not changing
To clarify, all Quicken files (since 2010 or so) are ZIP-style compressed files; not just backups. There is no distinction in that manner between a regular Quicken QDF file and a QDF-backup file.2 -
Re: Reverse stock split with new stock in lieu of cash
I suspect the reverse split got entered creating 183 old shares (with the correct basis) and an Add Shares of 183 new shares was downloaded / entered (without the correct basis). If so, I would delet…1
