Best Of
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Re: I'm wondering if I'm paying for more than I need
Hello @Rod F., Thank you for reaching out! The easiest way to figure out which subscription tier will best meet your current needs is to consider which features you currently use/need. Do you current…1 -
Re: Dark Mode for Quicken for Windows (6 Merged Votes)
Just a note regarding the Dark Mode autohotkey script for use with Quicken; I'm working on a 'tweak' that allows the switching from an app (like Quicken) to another app using the taskb…2 -
Re: Simplii Financial Credit Card Interface Stopped Working
Does anyone have context on what Simplii would have to even do? We already have the QFX file downloading successfully and seems to be properly formatted. Opening the file, the relevant information is…1 -
Re: How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?
You removed the SWGXX security from your Security List? That could well be the primary reason why you are not getting the SWGXX option. How would Quicken know to give you the SWGXX option when SWGXX …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
