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Re: Unable to connect to Everbank
If you were able to connect via OSU or Update Now a week ago but cannot now, then it seems pretty clear to me what is causing your issue: Everbank dropped support for downloading via Direct Connect a…1 -
Re: Imported Roth IRA account comes over as "Investment", not "Retirement"
Go to Account Register > upper right Gear icon > Edit Account Details > General tab. Do you see the option that is highlighted in yellow in this picture? If so, select "Yes" which …1 -
Re: How to enter IRA contributions question
I can edit the IRA Account details > Tax schedule, and set Transfer in = Form 1040:IRA Contribution self. The drawback of this approach is if I rollover funds from a 401k to this IRA, that will in…1 -
Re: Tracking credit card charges
@lmp6164 - Another suggestion if you set up Reminders for your credit card (and other bills, income and transfers): In your checking account register click on the clock icon above and to the right of…2 -
Re: Why does custom category no longer display in Budget
I assume you are referring to "custom category group" and not to "custom category". I don't think the Budget tool ever had the option for setting up a custom category. If you want…1