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Re: Investment Performance Report shows all equities: current holding and sold
Another way to do this would be to use an Investing > Portfolio view. I am away from my computer now, but I think that unless you have selected the Show closed lots option, this will only include …1 -
Re: Thanksgiving Prep or Cleanup…
My Thanksgiving specialties are monitoring the turkey temperature to predict when it will be done and making the gravy.3 -
Re: Downloaded transaction payees being renamed even though I am saying "Do Not Rename"
You can fix ugly transactions with Renaming Rules. This will also have the benefit of standardizing the Payee names, so you don't get things like Starbucks #1234 and Starbucks #5678 as different…2 -
Re: Downloaded transaction payees being renamed even though I am saying "Do Not Rename"
Please let us know if that change fixes the issue for you. I agree that Quicken sometimes comes up with wrong names for payees in downloaded credit card transactions. Most recently for me, it changed…1 -
Re: Downloaded transaction payees being renamed even though I am saying "Do Not Rename"
Please go to Edit > Preferences > Downloaded transactions and make sure the "Automatically apply Quicken's suggested name to payee" box is un-checked.0
