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Re: zzz-Fidelity Updates
@HKB Was entering a 100:1 StkSplit transaction for each CD all you needed to do to correct the CD pricing issue, or did you have to make other adjustments as well? I suppose you would have to enter t…1 -
Re: zzz-Fidelity Updates
It appears that the Fidelity migration from Direct Connect to EWC+ has been restarted even though it is not clear that all the problems with the new connection method have been resolved. At the start…3 -
Re: How can I backup quicken as an Excel File? I need to do some "what if" senarios,
There is no way to back up your entire Quicken file to an Excel file. However, if you can set up a report that includes the data you want to analyze, you can export that to Excel. The most detailed r…2 -
Re: Quicken 2017 on new Win 11 laptop
If the transfer is from an investing account to a spending account and you want to think of the transfer as income, you may want to use an Income reminder instead of a Bill. For example this will cau…1 -
Re: Debt Planning and Projected Balances
@markus1957 did you mean "… did not create any scheduled bill reminders …"? If the Debt Reduction plan includes the first monthly payment, you can easily convert that to a monthly Reminder …1
