Windows

Discussion List

• 
  Reconcile Shares => report of missing shares that aren't missing

  Closed maryh777 231 views 3 comments 0 points Most recent by DaveC February 2022Registers & Transactions (Windows)
• 
  R38.25 New Report Windows in Modern Dashboard - FEEDBACK

  Scooterlam 292 views 5 comments 1 point Most recent by Scooterlam February 2022Reports (Windows)
• 
  Error OL-362-A occurring with 7 accounts at 4 financial institutions

  Answered Closed Pacifica Bob 31 views 4 comments 0 points Most recent by Marty February 2022Errors and Troubleshooting (Windows)
• 
  Archiving-Year End Option - Error Message - File not copied

  Closed Paresh Buch 109 views 3 comments 0 points Most recent by EHegerle February 2022Errors and Troubleshooting (Windows)
• 
  Windows 11 and selecting categories when entering a new transaction

  Closed www.www 81 views 1 comment 0 points Most recent by splasher January 2022Installing and Updating (Windows)
• 
  CUSIP & Stock Splits

  Closed thansen 286 views 2 comments 0 points Most recent by q_lurker January 2022Investing (Windows)
• 
  Customer Support hung up on me

  Closed jrsenger 511 views 1 comment 0 points Most recent by GeoffG January 2022Download, Add/Update Accounts (Windows)
• 
  Register > dropdown Managing Payee List - fix

  Closed BRETTB 41 views 2 comments 0 points Most recent by BRETTB January 2022Registers & Transactions (Windows)
• 
  17

  Up
  Reporting system replacement (5 Merged Votes)

  Reviewed Dean Woolstencroft 234 views 11 comments 17 points Most recent by duckcrest January 2022Reports
• 
  Many accounts result in error message when trying to add to enable on mobile and web

  Closed Paresh Buch 122 views 11 comments 0 points Most recent by sdl January 2022Errors and Troubleshooting (Mobile)
• 
  Switch money market fund back from cash to mutual fund?

  Answered Closed TomG1955 948 views 6 comments 0 points Most recent by Rocket J Squirrel January 2022Investing (Windows)
• 
  Disappearing transactions since early December

  Closed Gary Passon 61 views 1 comment 0 points Most recent by NotACPA January 2022Registers & Transactions (Windows)
• 
  Merged: Wells Fargo Advisors not downloading new transactions

  nls 11 views 0 comments 0 points Most recent by nls January 2022Errors and Troubleshooting (Windows)
• 
  Paying Vendors HBR

  Closed System 62 views 2 comments 0 points Most recent by UKR January 2022Business and Rental Property Tools (Windows)
• 
  Fidelity (Elan) Credit Card Problem

  Closed neil154 311 views 5 comments 0 points Most recent by PrestonCudd January 2022Download, Add/Update Accounts (Windows)
• 
  How to handle Fidelity 401k account with before and after tax sources?

  Answered Closed mikek753b 214 views 7 comments 1 point Most recent by Jim_Harman January 2022Download, Add/Update Accounts (Windows)