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Re: how do i record advisory fees
Hi @Michael Rosen Yes, that is an entry where shares in that particular investment (or fund) were sold to pay a periodic fee charged by the Plan. You should enter it as a sale of 0.22 shares for whic…2 -
Re: Categorizing my credit card monthly payment
Just to expand on the answers above a little - You said that you are categorizing the various credit card transactions to various categories (probably mostly expense categories and asset accounts) so…1 -
Re: Upgrade Quicken HB 2012 to current version? (edit)
Hi again @spacehorse, On your question about using Quicken after your subscription expires - yes you can use it on "manual mode" (i.e - no downloading of data), but you should know that the…1 -
Re: Trying to resolve the BECU issue by adding new account. What is the best way?
Hi @dman76, Since you've reconciled through 12/31/23, my suggestion would be to setup the new account with a zero balance. After you've done that, simply make an entry in the old accounts register, t…1 -
Re: NFCU now "requires" two iterations of the 2 Factor Authentication, again.
Hi again @johnodrake , Thanks for the update. Interestingly, when I went to the website today I am still seeing new interface… (However I did notice that there is a link at the top that allows you to…1