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Re: I tried to update 2000 transactions with a new category
This is a rather timely topic for me. I'm in the process of combining a bunch of old closed credit card accounts into one account called (wait for it)… Closed Credit Cards. Having so many old cl…1 -
Re: I tried to update 2000 transactions with a new category
I don't know if this will help but one thing I have noticed when doing edit updates for a large number of transactions is that it is best to restart Quicken before doing the mass edit. I've…1 -
Re: Schwab ETF splits causing Quicken Portfolio Discrepancies
Just got this message from Schwab. It is dated the 9th but was sent and received today. The Cash-in-lieu for fractional shares won't be posted until the 14th> "Date: 10/9/2024 Category: …1 -
Schwab ETF splits causing Quicken Portfolio Discrepancies
On 10/11, Schwab split ETF shares for several funds, including SCHA, SCHD, SCHF, SCHV, SCHX, and SCHZ, just to name a few. If you owned fractional shares of any of the split ETFs, your Quicken Portfo…2 -
Re: year end copy
Year end copies are not necessary but they can help clean up your account a bit. I don't think it is useful to do one every year but you might want to do it for a range of years. I have been a Q…1
