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Re: Brokerage Account - allow user to LIMIT which Securities Available for each Account
Where exactly are you seeing the truncated security name? When entering transactions, the names are preceded by the ticker symbol, so if you know that, it is easy to select the security you want. You…1 -
Re: Quicken won't back-up after update to 60.12
Thanks all for the updates. So it appears the the issue is not related to use of OneDrive, as a similar problem was earlier this year, but whatever the source, R60.14, now available at https://www.qu…1 -
Re: Quicken won't back-up after update to 60.12
Does the path to your Quicken data file go through OneDrive, Dropbox, or another cloud storage service? You can see the full path to your data file at the bottom of your File menu. If so, you may nee…2 -
Re: Quicken won't back-up after update to 60.12
Note this is not about Quicken's cloud sync or where your backup file is located, I am referring to the file sync that is done by OneDrive or Dropbox when your data file is closed and the file u…1 -
Re: How do i transfer stock shares from brokerage#1 to brokerage #2
Make sure the holdings in the old account are correct and up to date before making the move. As always, back up your data file before changing historical transactions, in case something goes wrong.1
