GeoffG ✭✭✭✭✭

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• Posts66
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• Re: 2026 Budget based on 2025 Actuals

  GeoffG

  January 3
  Yes, you can restore from a backup dated prior to 1/1/2026. Preferably a 12/31/2025 backup will provide the least amount of rework.
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• Re: How to adjust size of account list?

  GeoffG

  January 1
  You should be able to hover your mouse over the line until you see a double-arrow, then just drag to the desired size.
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• Re: Rollover budget for certain categories each month?

  GeoffG

  November 2025
  In the monthly planning view, select the category you want to turn rollover budget on. Once selected you will see the options for rollover on the icon.
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• Re: Closed account in Quicken but still asking me to reauthorize and shows Transaction Download as Yes

  GeoffG

  October 2025
  This link should address your issue… Should Not Be Prompted to Migrate Fidelity NetBenefits Account to EWC+ — Quicken
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• Re: Should Not Be Prompted to Migrate Fidelity NetBenefits Account to EWC+

  GeoffG

  October 2025
  I had the same issue with a long ago closed Merrill Lynch account. Assuming you hid the closed Fidelity account, go to Accounts and tick Show hidden accounts. The account you closed will have Direct …
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