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Re: Product Enhancement Request: Please add "Make Deposit" function like in QuickBooks!
This may seem like a simple request, but an issue is that currently banking transactions can be split among several Categories but each transaction can only have one Payee. When multiple checks are d…1 -
Re: Is Morningstar Portfolio X-Ray still working?
The forum search works pretty well for me. I start on the Discussions page using a new browser tab. For example, if I type SAMLERROR I get this which leads directly to several relevant discussions on…2 -
Re: How to record an RMD with withholding into a brokerage account
I am surprised the Deposit transaction was changed to a MiscInc, but it should have the same results. In response to peoples' questions, I have updated the description of the procedure I use. He…1 -
Re: 401k Investment fees
The second option should work. You can see the difference by clicking on Show details in the Investment Performance Report.1 -
Re: Tutorial and Renaming downloaded transactions
What I often see in downloaded Payees is a company name combined with something that identifies the store, like STOP & SHOP 0653 WESTPORT CT My Renaming rule for this is This will put purchases a…1
