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Re: I don't even know the proper terminology in which to present my question.
Click on the Tools menu and select Add account. Assuming you are not downloading transactions, select Offline account. Under Banking, select Checking. If you are just tracking income and expenses for…1 -
Re: Portfolio X-Ray not recognizing ETF stock funds
I see this same problem. This renders the basic asset allocation and stock intersection functions of the X-Ray basically useless. In addition, none of the other recently introduced problems with the …2 -
Re: "Show Splits" is not remembered when saving reports
It's a longstanding bug. See this discussion for a possible workaround https://community.quicken.com/discussion/7931902/display-setting-show-splits-enabled-does-not-save-with-report2 -
Re: Quicken STILL creating bogus opening balance transactions
@deliusfan As you have probably gathered, the issue of opening balances being changed when reauthorizing or reconnecting accounts has been going on for a long time. There have not been many reports r…1 -
Re: Memorized payee changes every month, so it's useless
It should work in the case you describe, but be aware that to Quicken, "contains CITY OF MIAMI" means "contains the words "city", "of", and "miami" in tha…1
