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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 -
Re: Bank of America Reconcile Balance includes Pending Transactions
I am still observing this problem any time there are pending transactions in my BoA checking account.1 -
Re: Incorrect Register Balances
To answer the "where is your file located" question, @Quicken Alyssa is looking for the highlighted path in your File menu: Having OneDrive or another cloud storage system in that path may …1
