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Re: How do I apply a negative cash balance to an investment account with simple tracking?
@26@harrich are you saying that if you have a Buy that has not settled yet, the new holding is included but the Settlement fund has not been reduced by the amount of the purchase and the cash balance…1 -
Re: Best way to set up manual bill reminders to match downloaded transactions for recognition for entry?
It is a good idea to normalize the Payee names as @mshiggins recommends, but Quicken ignores the Payee name when matching banking transactions. That's how a checking account download with a Paye…1 -
Re: Best way to set up manual bill reminders to match downloaded transactions for recognition for entry?
If it finds a matching amount already in the register (from entering the bill reminder into the transaction) it will match the downloaded transaction with the bill reminder entry and then match those…1 -
Re: Best way to set up manual bill reminders to match downloaded transactions for recognition for entry?
Do these downloaded transactions then get put into a list that I go through and manually review each one? Will it hold them there until I review and if I subsequently update my transactions again bef…1 -
Re: Balance from account bar doesn't match register balance
To summarize, your register balance is correct but the Account Bar is wrong. One way to find the source of issues like this is to compare Quicken's reports to the balance in your register and if…1
