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Re: assigning categories to downloaded transactions
Another way to get Quicken to assign the proper Categories to downloaded transactions, especially if they are for the same amount each month, is to use Reminders. For example, if your Disney+ is 12.9…1 -
Re: Remove "Show Allocation Guide" and "Rebalance portfolio"
For me the only useful information on the Rebalance Portfolio page is in the table that includes the Current Value and Adjustment to Reach Target amounts. The Actual and Target pie charts would be mu…1 -
Re: How to add total Gain/Loss to a report
Have you tried an Investing > Portfolio view? They are like the "Holdings" view for an account but they are customizable to include specific accounts and securities and you can pick the …1 -
Re: How to add total Gain/Loss to a report
How many groups do you have and how often do the securities in each group change? You can repurpose any of the standard views and there are 20 custom views you can set up however you want. As you men…1 -
Re: Need "Find Next" when searching for categories to include in report
I'll vote for this. Note that the "Early access" version of the report customization has a larger Category selection window, but it is buggy and sht search function is no better than t…1
