Bosco ✭✭✭

Work around: Do not change anything in Quicken! Log on to your Citi Bank card account and disable 2-Step Authentication. Wait a minute, then use Quicken > Accounts > Update Selected Online Acco…

When will the Securities list have standard asset types and classes as listed on some of the brokerage sites like TDAmeritrade or Fidelity? Or even from the industry standards like Bloomberg or Facts…

I contacted the support team and they walked me through exporting a Windows qxf file. That right! This is a Mac issue but Quicken only has the Windows export! After exporting the file I had to create…

> @Jasdelaney said: > I'm using the latest version of Quicken for Mac. I would like to group my portfolio by types that are user defined, not just the Quicken default categories of Mutual Funds…

Here is the fix to using Citi Cards FI with Quicken Connect when Direct Connect doesn't work. Log into your Citi Visa account and click Profile>More Settings>Manage Desktop Apps>Add Access. …