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Re: Mismatched securities report
Or you can display the mismatch dialog for each account by clicking on the gear at the top right of the account and selecting Reconcile shares. Sadly there is no way to print this other than to save …1 -
Re: Duplicate screen entries after downloading and while accepting entries process
@MelSmith Instead of clicking on Accept below the downloaded transaction at the bottom, try clicking on the green Save button to the right of the transaction in the register. Does that accept the tra…1 -
Re: Portfolio X-Ray not recognizing ETF stock funds
@Quicken Kristina Thanks for those recommendations. I am working with a test file and the quotes were out of date. I updated the quotes then selected one account then all accounts and now there is no…1 -
Re: Portfolio X-Ray not recognizing ETF stock funds
@Quicken Kristina I am running R66.11. I followed your instructions above and my ETFs are still showing as Not Classified in the X-Ray. Perhaps it is R65.12 that fixes this issue? That is not yet ava…1 -
Re: Tax Planner Defaulting to Estimate or No Projected Amount
@Tammy Van Buren I have observed that if the Tax Planner settings are not sticky, doing a File > Validate and repair file with the Validate option selected will report that it corrected a schedule…1
