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Re: Placeholders
A Placeholder forces your share share count in Quicken to match the shares reported by your broker for that security. When you correct whatever caused the discrepancy, the Placeholder will automatica…2 -
Re: Managing Credit Card Fraud
Note that when you go through the Tools > Add Account process to reconnect the credit card and you are presented with a list of accounts, you should choose the "Link to existing account"…1 -
Re: What’s Going On Between Fidelity and Quicken?
@Quicken Jasmine I think the Alert should be revised to provide more information, either in the Alert itself or in a linked webpage: The terms "Fix it flow" and "add new account flow&q…3 -
Re: How to match downloaded transaction to the manual entry in Quicken [Edited]
It can be tricky to record IRA distributions such as RMDs to a taxable account in Quicken so that the tax implications are captured correctly. There is more than one way to accomplish this; here is t…2 -
Re: how can i edit the security list?
Clarification: From the Security Detail view, click on Edit Details. That is where the "Matched with online security" checkbox is located.1
