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Discussion List

• 
  BNY Mellon-Pershing Sync Issues

  Answered Closed Mark Porter 307 views 3 comments 0 points Most recent by CasualUser December 2021Download, Add/Update Accounts (Windows)
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  How do I correct an erroneous auto-categorization?

  Answered Closed hammock_monk 148 views 5 comments 0 points Most recent by Chris_QPW December 2021Registers & Transactions (Windows)
• 
  New Charles Schwab EWC+ [Edited]

  Closed AgBrewer97 166 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 82 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 841 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 178 views 3 comments 0 points Most recent by Frankx December 2021Registers & Transactions (Windows)
• 
  Renaming rules problems

  Answered ✓ Closed TTSguy 406 views 7 comments 0 points Most recent by Chris_QPW November 2021Registers & Transactions (Windows)
• 
  Why does my Chase Visa keep downloading cleared transactions

  Closed TomF 86 views 4 comments 0 points Most recent by TomF November 2021Download, Add/Update Accounts (Windows)
• 
  Incorrect Online Balance

  Answered Closed tmucsu 631 views 31 comments 0 points Most recent by hjohnm November 2021Registers & Transactions (Windows)
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  Category/Class not prefilled for Online Payees in Register

  Closed Geoff Stuart 52 views 1 comment 0 points Most recent by Quicken Anja November 2021Paying Bills, Online Billers & Reminders (Windows)
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  Merged: CC-501 error after attempting to reactivate Schwab online services

  AgBrewer97 131 views 0 comments 0 points Most recent by AgBrewer97 November 2021Errors and Troubleshooting (Windows)
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  How to have 2 SSA deposits each with different amounts use transaction reminder entry.

  Answered Closed Mike.R.Court 234 views 3 comments 0 points Most recent by NotACPA November 2021Registers & Transactions (Windows)
• 
  More cash balance discrepancy between holdings and register values

  Closed kharreld 45 views 0 comments 0 points Most recent by kharreld November 2021Investing (Windows)
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  New user - how to enter transactions manually

  Answered Closed ksukat 230 views 4 comments 0 points Most recent by Sherlock November 2021Registers & Transactions (Windows)
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  Has anyone successfully resolved an OL-316-A?

  Answered Closed BigBlueFan 75 views 2 comments 0 points Most recent by BigBlueFan November 2021Paying Bills, Online Billers & Reminders (Windows)
• 
  Previously reconciled checks become unreconciled

  Answered ✓ Closed bussysconsultant 869 views 16 comments 0 points Most recent by bussysconsultant November 2021Errors and Troubleshooting (Windows)
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  Can register entries be centered in field?

  Answered rvmeush 22 views 4 comments 0 points Most recent by volvogirl November 2021Registers & Transactions (Windows)
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  Turning a "matched" transaction to a "new" one - keeps old date

  Answered DiscoClark 76 views 3 comments 0 points Most recent by DiscoClark October 2021Download, Add/Update Accounts (Windows)
• 
  Why Check # column for CC Account?

  Answered TTSguy 34 views 2 comments 0 points Most recent by Chris_QPW October 2021Registers & Transactions (Windows)