Best Of
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Re: How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?
@mikek753b It's interesting that you do get to select "SNSXX" as a money market you can treat as cash but you don't get to select the fund you want. For years I've been wanti…1 -
Re: How to set sweep SWGXX MM Fund as the Cash for Schwab investment account?
Oops! Slip of the tongue, so to speak. I understand that it is Schwab. I'd just gone through this mess with my Fidelity accounts for several months but it's all resolved for me now. To my u…1 -
Re: Venmo - CC-502 (QWIN)
Since Wednesday, 01/07/2026, my Quicken Windows subscription given CC-502 errors when running the 1-step update. I've been running it for months/years without a problem.1 -
Re: Quicken is not matching transfers between bank accounts
If you have existing scheduled reminders for transfers, make sure these reminders are correctly categorized and recorded into your register on or before the Due Date and BEFORE you download transacti…1 -
Re: Handling IRA withdrawls
Assuming you are tracking the IRA in Quicken, the Category entry in the split line for the transfer would be the name of the IRA account in [square brackets]. That will create a linked Withdraw trans…1 -
Re: Handling IRA withdrawls
It sounds like you are on the right track. Rather than entering a transfer from the IRA then editing the receiving end to make it a split transaction, I think it is better (i.e. less likely to cause …2 -
Re: Cleared balance showing an amount in reconcile window
Another possibility is for a payment or a credit for $14.69 (one-half of $29.38) that was erroneously entered as a charge—1 -
Re: Cleared balance showing an amount in reconcile window
The first thing that I would do would be to do a search on the amount $29.38. If that turns up nothing, I would then look at the opening balance listed in the account register.1 -
Re: PNC bank upgrade affecting Quicken downloads?
@Michael D'Amore , while the instructions for deactivating/reactivating PNC DC accounts indicate you need to deactivate all PNC accounts, they do not specifically say - or even imply - that appl…1 -
Re: New user needs to reconcile for the first time
Don't delete the register, you might not get the transactions back. There is a limit on how far back you can download of transactions. From what you said where you had a zero difference, that ac…1
