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Re: How do I create a report for a specific category which contains all transactions in that category?
I would use the Spending > Itemized Categories report customized as @Tom Young describes. If the report does not show the transactions, click on the + sign next to the Category name to expand it.1 -
Re: Changes to Easy Answer report function with a recent update
Quicken is working on improving the Reports & Graphs Center and the report customization interfaces and unfortunately the new versions are not ready for prime time. Try going to Edit > Prefere…1 -
Re: Why is Voya 401(k) so annoying?
@Boatnmaniac I think your recommendations are a little off. With securities that are not publicly traded, it is correct to remove the ticker symbol. We should also un-check the Download quotes box fo…1 -
Re: Mis-ordered splits in Scheduled Transactions
@Quicken Janean Sorry, but I have not experienced this problem myself, because I don't use the mobile apps and thus I always leave Sync turned off. From what others have reported, it appears tha…1 -
Re: R 64.19: improved portfolio x-ray not working
Two additional problems: Saved custom settings are sort of lost when you restart Quicken. If you make custom selections and then restart Quicken and return to the X-Ray, the dropdowns say Custom and …1
