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Re: Issues with Portfolio Rebalancing with custom asset classes
@Quicken Kristina I feel it is important to highlight that the rebalancing numbers provided in the table are wrong because they are calculated based on a total value that is incorrect. The total valu…1 -
Re: 1) Open file dialog every startup 2) no automatic backups, manual backup reminders
That is helpful clarification because saving to a NAS - or the cloud for that matter - can be done while avoiding multi-user simultaneous access. It is important clarification that Quicken's concern …1 -
Re: Issues with Portfolio Rebalancing with custom asset classes
I've submitted a problem report as per your suggestion. The second problem is a real PITA; until this is fixed, there is no value in using custom asset classes. The main value of using of asset class…2 -
Re: Tangerine Express Web Connect for the Canadian Windows Quicken Deluxe version
If you want to look up with download methods are supported for each financial institution, you'll find that information in the Canadian FIDIR.TXT file on your computer. The file gets updated automati…1 -
Re: Deactivate/disable account
If the Older account is at a zero balance and will never have any more transactions entered then CLOSE the account. I will presume it should be at a zero balance because if you split the account in Q…1