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Re: Customizable Categories for Tagging Investment Holdings
Unfortunately Quicken's Tags can only be used with transactions, not with accounts or securities. However there is a user definable Investing Goal that you can set for each security.1 -
Re: Quicken thinks an IRA withdrawal is an IRA purchase
@Quicken Anja here is an even more detailed description of the steps to reproduce this problem along with screen shots. This problem appears even if the transaction is entered directly in the receivi…1 -
Re: UI Bug: Gains/Losses column cut off in "Specify Lots" window
There were several reports of this issue and some have been closed. This one is still open https://community.quicken.com/discussion/7969729/specify-lots-sold-in-this-transaction-view-is-truncated The…1 -
Re: Is your X-Ray Portfolio populating?
If the X-Ray is not populating at all, re-select the accounts and securities and then click on Refresh X-Ray. That often corrects the problem. Please let us know if that works for you.1 -
Re: Ledger Details - Sort
If you click on the gear at the top right of the account, there is an option "Sorting options." In addition to straight sorting on the individual columns, you can select By order entered or…1
