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Re: Why doesn't the Cash Flow report default to include transfers?
I saw another post talking about this - unchecking transfer accounts that you want to include (like the mortgage). How does that result in it being included? Strictly speaking, transfers between acco…2 -
Re: Portfolio X-Ray not recognizing ETF stock funds
@Quicken Kristina While your teams are working with Morningstar, I hope they will try to address the other X-Ray issues CTP-14261 and CTP-14535 as well. The discussions on these are linked above in m…2 -
Re: Why didn't these match?
It looks like they don't match because the downloaded transactions are Deposits and you have entered Payments in your register.1 -
Re: Subtotal by Memo
Using tags for this gets real messy fast as it would required adding a tag for every trip taken. Actually I have not found that to be true. I use Tags to track trips but only for major ones or for pl…1 -
Re: tax/insurance payments from mortgage escrow account dont show up in reports | banking | cashflow
Is the escrow account included in the report? You say it is a separate account. If it is marked Separate in Quicken, it will be excluded by default from reports. If you want to include it, you must c…1
