Frankx ✭✭✭✭✭

About

Username
Frankx
Joined
Visits
5,997
Last Active
Roles
SuperUser
Points
9,297
Badges
31
What version of Quicken are you using?
Quicken Windows Subscription

Activity

  • schnarffs
    Hi Frank,

    Just attempted your fix from this old post: https://community.quicken.com/discussion/7884830/change-account-type

    Well, I didn't have as much luck.

    When I reset the account my Roth IRA was only able to be assigned Checking or Savings, not Investing.... any ideas?

    I have a screenshot but don't see any way to add that here.

    Thanks 🤞!
    January 12
  • Mark E Rayburn
    That took care of it! Thank you. You, sir, are a steely-eyed missile man!
    January 12
  • Frankx
    Frankx earned the Monthly Water Cooler badge.
    Relax and respond to the monthly post in the Water Cooler.
    January 3
  • colnana08
    Hi Frankx, looks like you help a lot of people; tried using the chat but could only get the bot which was no help at all.
    This is my issue: When I download my USAA bank transactions, in the checking account TRSF shows up on the check # column and, unless I delete that, I can't categorize my transaction. In the Savings account, it won't let me categorize the transaction at all. It shows both bank accounts and 'add a new account" on the category drop down menu.
    Any ideas? [email protected]
    December 2022
  • Frankx
    Frankx earned the 5,000 Comments badge.
    Eat, sleep, comment. We like your style.
    November 2022