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Re: Best way to handle two sets of finances
You can have multiple data files under the same Quicken ID. Many users do that for variety of reasons. So you are good to go with your first option as you described and the transactions will download…1 -
Re: reports with multiple sub categories
Yes you typically can. Click on the +/- sign to accomplish what you want. It will help to know which report of course to provide a more accurate info. But attached is an example:1 -
Re: New Chase Update Method Won't allow Different Accounts with Different Logins to be Active
All, If you recall when Schwab migrated to EWC+, initially users could only have one Schwab login per Quicken ID and data file. Example: If I had one Schwab login for me and another for my wife, afte…1 -
Re: linking online bank accounts
First backup your Quicken data file. Deactivate that account in Quicken so that it becomes an offline account.Then in the Account Details, delete all fields relating to the bank and leave them blank.…1 -
Re: Financial Institutions that Support Direct Connect?
Andy, I suggest that you research it within this community and read the posts to make a more informed decision and be on the alert since users have reported missed payments. My personal view for me i…1
