Best Of
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Re: Vanguard transition
What steps did you take to do the transition? Remove/add or transfer?Tell us what you did and then we can comment intelligently.5 -
Re: Is it possible to add a note to a reminder?
No, you can't add a note to a reminder. Only a memo. You could add an Account Attachment. Actions gear menu > Account attachments.This allows you to attach a document to an account as opposed…6 -
Re: Is it possible to add a note to a reminder?
Since this seems to be an account-level issue (how to reconcile), I'd be inclined to put the explanation in the Comments section of the Account Details. You could then have a Reminder transactio…6 -
Re: How do I change the date on a statement that I have attached?
I learned something new after all these years (THANK YOU @Sherlock) on how to select a statement date.0 -
Re: How do I change the date on a statement that I have attached?
Is this attachment on a transaction that is in a register of an account? If so, Click on the paper clip icon on that transaction. Then click on three dots (...) and select delete. Then Add correct th…5 -
Re: How do I change the date on a statement that I have attached?
Open the register, press Ctrl + Shift + A, select the date row, View, and the ellipsis icon below the attachment. To save a copy of the attachment, select Export.... To delete the attachment, select …6 -
Re: Re-Categorize Transfers Easily!
The best thing isn't to go down that path in the first place. You need to turn on at least "Confirm" on transfer detection or maybe even turn it off. Edit -> Preferences -> Trans…5
