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Re: Apple Email: "You requested your purchase details" when downloading AmEx account from Quicken
@Quicken Kristina said Thank you for letting us know you're seeing this message also. Is the payment made using an American Express card or a different payment method? Yes, the payment is for iC…1 -
Re: "Securities Value" does not match "Market Value" by 40%... What to look for ?
Do you have overdue Reminders for this account? Oddly, overdue Reminders in investing accounts are included in some places in Quicken but not others. Also future dated transactions or hidden Placehol…1 -
Re: Quicken is incorrectly treating Fidelity cap gains as dividends for non-IRA account
I see the same issue with Long and Short term Capital Gains distributions in all account types at Vanguard. The workaround is to accept the downloaded transactions and then edit them to be CGLong, CG…1 -
Re: Transfers
In a QWin report, click on the gear at the top right then on the Advanced tab, where there is a setting for transfers. Include all includes all transfers Exclude all excludes all transfers Exclude se…1 -
Re: My list of broken Fidelity EWC+ functions
Sorry about the length of this response, but it should provide the information you need to correct these mismatches. Quicken uses the CUSIP ID to match securities in its Security List to downloaded i…1
