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Re: Validation: How To Fix stock split(s) that might be missing
If there has been a split in a security that you hold in multiple accounts, I think the StockSplt must appear on the same date in each account. You may need to enter this manually to prevent the spur…1 -
Re: memorized payee list deletions
I would like to take advantage of the automatic deletion of entries that have not been used recently, but I generally lock the entries. Locking prevents them from being changed if I edit a downloaded…1 -
Re: Portfolio X-Ray AI Analysis tool shows same results regardless of asset allocation
I see the same behavior. Thanks for reporting this @Langston Holland. I tried with with nothing but an international fund and it says I have very low exposure to foreign stocks. My title would have b…3 -
Re: Security List Cleanup
In my experience, Quicken will not let you delete items from your Security List unless there are no transactions associated with them. You can see if a security has transactions by clicking on the se…1 -
Re: Creating CSV file for importing credit card transactions - what do you put for Account?
In case it is not clear, you must create an offline credit card account in Quicken to hold the transactions you will be downloading. Go to Tools > Add account > Offline account and follow the d…2
