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Re: Add categories display to downloaded transaction window?
Another option for dealing with large numbers of downloaded transactions is to go to Preferences > Downloaded transactions and check the "Automatically add to banking registers" option. …-1 -
Re: Add categories display to downloaded transaction window?
This sounds like a good idea, but it is not clear when it should apply. The downloaded transaction window already shows the results of any Payee renaming. Quicken can assign Categories to downloaded …-1 -
Re: Problem with emailing customer invoices. Function is not working how to troubleshoot?
Check your Spam folder. When you email from Quicken, you are identified as the sender, but the message is not sent from your email address. Some email systems, including Gmail, treat this type of mes…-1 -
Re: Categories are randomly added to Reports
Are the randomly added Categories ones you have created since the report was saved? Depending on the option you have chosen when you save the report, newly added Categories may be included in the rep…-1 -
Re: Net Worth Report is not correct
The transactions may all be correct, but if you are interested in fixing the Net Worth report, I suggest that you follow the approach I outlined above - compare the Net Worth report to the Holdings v…-1