-
Re: After R45.7/.11/.13 Upgrade - Securities Comparison Mismatch (Multiple FIs) [Edited]
I've been having this problem also, the only REIT I own (in a Fidelity account) has a correct share count of 105.485 shares, but Quicken > Reconcile Shares insists that the balance downloaded…1 -
Re: Quicken changes opening balance for no reason and without a notice
> what many of us have done is to add a Memo to the opening balance transaction noting what the correct balance should be. That way you can really see if it was changed. My method is to modify the…1 -
Re: Quicken changes opening balance for no reason and without a notice
I've run into similar issues. I have one (fortunately inactive) savings account that I emptied in May 2021. The register pages show zero balance. There is no pending activity for the account. Bu…1 -
Re: Chase - should we DEactivate the accounts before attempting reathorize & migration
Bob139 asked, "Were you able to link your existing accounts, or did you end up with duplicates?" Yes, I linked my existing accounts. I did not end up with any duplicate accounts nor duplica…1 -
Re: Chase - should we DEactivate the accounts before attempting reathorize & migration
Yes, except I'm not trying to use an authorized user login, but his actual primary login for his accounts. Thanks for pointing that out, but my issue is with the primary user on any/all accounts…1