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Re: Unable to add *att and att to same renaming rule
The place where I see quotes is when reviewing transactions in the Downloaded Transactions area, as shown in the screenshots above. If the Payee has been renamed by one of my Renaming Rules, the name…2 -
Re: please open reports full size or explain why you cannot
@Tom Houts You are agreeing with yourself twice? Would you like me to ask a Moderator to convert this to an Idea post? Then other users can vote on it, and if it gets enough votes (about 50) it will …3 -
Re: Unable to add *att and att to same renaming rule
[Edited and revised with more info] I did some testing and I see the following about what is allowed when creating a rule: Tokens are not case sensitive, i.e. att is the same as ATT. Most punctuation…1 -
Re: Return (%) Year to Date
Thanks for posting this workaround, @Gary R. Here is some more detail. Return (%) YTD and for other periods is supposed to be downloaded with the quote data but is not for ETFs. ROI (%) is calculated…1 -
Re: Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP
Late in 2023 the powers that be at Quicken decided not to make any changes or improvements to the Lifetime Planner for the next year or so. Hopefully they will take this up again soon. See this discu…1
