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Discussion List

• 
  R37.66 - Brokerage account register replaced by overview/dashboard view (Simple Investing)

  Answered ✓ Closed jseason 183 views 5 comments 0 points Most recent by jseason January 2022Registers & Transactions (Windows)
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  Merged: Can't Down Load New Data for Schwab Accounts Since Mid-November

  Closed Steven Wetterling 11 views 0 comments 0 points Most recent by Steven Wetterling January 2022Download, Add/Update Accounts (Windows)
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  How to enter a missing paycheck retroactively

  Answered Closed harry askenazi 782 views 1 comment 1 point Most recent by harry askenazi January 2022Registers & Transactions (Windows)
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  Downloaded transactions unable to be accepted individually.

  Closed Keddie 118 views 1 comment 0 points Most recent by Quicken Anja January 2022Registers & Transactions (Windows)
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  Merged: Charles Schwab - transfer transactions changed after recent conversion

  chuckfoster 11 views 0 comments 1 point Most recent by chuckfoster January 2022Registers & Transactions (Windows)
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  The same WRONG PAYEE name applied to NUMEROUS different DOWNLOADED PAYEE names.

  Answered Closed gene.miller 1.1K views 13 comments 0 points Most recent by Bradpreach January 2022Registers & Transactions (Windows)
• 
  Best way to change an Investing Account

  Answered Closed kashg 150 views 2 comments 0 points Most recent by Frankx December 2021Registers & Transactions (Windows)
• 
  Date sort

  Answered ✓ Closed jdhilt 1.4K views 3 comments 0 points Most recent by jdhilt December 2021Registers & Transactions (Windows)
• 
  Schwab conversion and account reconcile - Opening Balance Changed

  Closed cstoner 47 views 1 comment 1 point Most recent by watsongal December 2021Registers & Transactions (Windows)
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  Status Column - Not Showing "Uncleared" anymore

  Closed Weisler 303 views 3 comments 0 points Most recent by Chris_QPW December 2021Registers & Transactions (Windows)
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  Why are the register formats different?

  Answered Closed wimplister 141 views 5 comments 0 points Most recent by Chris_QPW December 2021Registers & Transactions (Windows)
• 
  Totally wrong money market fund value in Investment Register

  Answered Closed kashg 124 views 6 comments 0 points Most recent by Sherlock December 2021Registers & Transactions (Windows)
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  BNY Mellon-Pershing Sync Issues

  Answered Closed Mark Porter 305 views 3 comments 0 points Most recent by CasualUser December 2021Download, Add/Update Accounts (Windows)
• 
  How do I correct an erroneous auto-categorization?

  Answered Closed hammock_monk 149 views 5 comments 0 points Most recent by Chris_QPW December 2021Registers & Transactions (Windows)
• 
  New Charles Schwab EWC+ [Edited]

  Closed AgBrewer97 158 views 4 comments 2 points Most recent by AgBrewer97 December 2021Download, Add/Update Accounts (Windows)
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  investment transaction window missing?

  Closed barbmcgq 85 views 3 comments 0 points Most recent by Jim_Harman December 2021Investing (Windows)
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  Match Manually Not Working For Some Transactions / USAA Bank

  Answered Closed RangerDoc 828 views 26 comments 1 point Most recent by Matt in Fort Worth December 2021Download, Add/Update Accounts (Windows)
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  After installing the 12/1 update how can I display transactions in IRA Accounts?

  Answered ✓ Closed Peter Beynon 174 views 3 comments 0 points Most recent by Frankx December 2021Registers & Transactions (Windows)
• 
  Renaming rules problems

  Answered ✓ Closed TTSguy 402 views 7 comments 0 points Most recent by Chris_QPW November 2021Registers & Transactions (Windows)