Best Of
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Re: By pass entry of password when you want to update accounts.
When you set up an Account that uses the Direct Connect downloading method you're prompted to enter the password used into the Password Vault and that Vault must have a password. (It wouldn'…1 -
Re: Portfolio X-Ray not recognizing ETF stock funds
It seems unlikely that Morningstar removed the functionality for ETF’s, but left it in for mutual funds. The Morningstar website still provides a full analysis for both ETF’s and mutual funds. More l…1 -
Re: Changed password on RBC Wealth Management, now cant download transactions
OK thanks for the help. I'll see what support can do for me.1 -
Re: Changed password on RBC Wealth Management, now cant download transactions
@epicmountain, Thank you for following up, and I apologize for the delayed response. Unfortunately, I searched, and the password requirements are not in the logs, like we would normally expect them t…1 -
Re: Unable to Import any QFX Files after Latest Windows Update [Edited]
@mjonis thanks for pointing this out! I've included a note for it in my initial instructions. Also, thank you for submitting it and letting us know! We'll get this turned in to the proper c…1 -
Re: Fidelity Updates Still Broken after Update
There are 2 aspects to this: 1) FDRXX is not listed as one of the potential money market funds that Quicken considers potential core funds. That's the list I pasted in my previous post: "Fu…1 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
After weeks of relatively stable transaction downloads (of what was known to be working), I received 4 incorrect transactions yesterday. All were involving ETF fractional shares. The first 2, which s…1 -
Re: How to record Sony Corp Spin-off on October 6, 2025
As shares distributed as a taxable dividend, yes, the new shares would get a new acquisition date.1 -
Re: Why is an account not set up to download transactions asking me to download transactions?
I don't think I would have been able to set it up as an online-connected account since Cash App is not listed. Those fields are already blank on the General tab. I'll try setting up a new a…1 -
Current Spending vs. Average Spending by Category Report Error
When you run a Current Spending vs. Average Spending by Category report, the total for the category is not correct. The total for the category it totaled by leaving out the last sub-category of the p…1
