Accounts

Discussion List

• 
  Issue with new year and register balance on one account only

  Answered Closed Jim Mooree 144 views 9 comments 0 points Most recent by jacobs January 2021Errors and Troubleshooting (Mac)
• 
  Reconcile Account Function Issues With Accounts Set-Up in Others Currencies Than USD & CAD

  Answered Closed DanlR 84 views 12 comments 0 points Most recent by DanlR January 2021Errors and Troubleshooting (Mac)
• 
  I cannot add a closed account to my 2020 budget.

  Answered PamandSteveStrobel 142 views 4 comments 0 points Most recent by Boatnmaniac January 2021Registers & Transactions (Windows)
• 
  When I do an online account update - investment transactions are deleted from years ago

  Answered Closed cvfuchs 91 views 2 comments 0 points Most recent by cvfuchs December 2020Errors and Troubleshooting (Windows)
• 
  How do I synchronize Account Bar value for 401(k) plan to current Market Value in Holdings?

  Answered ✓ RBrunson 31 views 2 comments 0 points Most recent by RBrunson December 2020Registers & Transactions (Windows)
• 
  How do I split my datafile into two files?

  Answered raymorr2 409 views 9 comments 0 points Most recent by splasher December 2020Registers & Transactions (Windows)
• 
  Transfers between Chequing and Asset accounts on wrong side of ledger

  Answered ✓ Closed ssmill 43 views 3 comments 0 points Most recent by ssmill December 2020Errors and Troubleshooting (Windows)
• 
  6.0.3 (Mac) Chase doubles some securities transaction downloads

  Answered ✓ Closed Spoonmeister 63 views 1 comment 0 points Most recent by John_in_NC December 2020Download, Add/Update Accounts (Mac)
• 
  Merged: How to account for Donor Advised Fund (DAF)

  Closed DavidZ123 21 views 0 comments 0 points Most recent by DavidZ123 December 2020Budgeting and Planning Tools (Mac)
• 
  Importing transactions from a French bank through an .ofx or .qif file

  Answered ✓ Closed schnarrd 329 views 5 comments 0 points Most recent by jacobs December 2020Download, Add/Update Accounts (Mac)
• 
  Why not a Year End Roll Function for closed out Stock positions for Investment Accounts?

  Answered Reysanp 109 views 11 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
• 
  Cannot split mortgage payment details

  Answered ✓ Closed Brian246 262 views 6 comments 0 points Most recent by Boatnmaniac December 2020Registers & Transactions (Windows)
• 
  my credit union changed my checking account number. Now nothing downloads.

  Answered ✓ Closed pgzark 92 views 5 comments 0 points Most recent by Quicken Francisco December 2020Download, Add/Update Accounts (Mac)
• 
  Posting taxable vs non-taxable dividends

  Answered ✓ larryh4043 453 views 2 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
• 
  Online Investment updates not working.

  Answered Closed rlhill 95 views 9 comments 0 points Most recent by rlhill December 2020All Things Canadian (Mac)
• 
  Renewal Banner

  Answered ✓ Closed Cmath999 202 views 1 comment 2 points Most recent by jacobs December 2020Installing and Updating (Mac)
• 
  Show Total Portfolio Value (Including Contributions)

  Answered ✓ Closed jackhake 524 views 8 comments 0 points Most recent by jackhake December 2020Investing (Mac)