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Re: Portfolio X-Ray not recognizing ETF stock funds
@JFS8020 What got the ETFs working for me was: Install R66.11 or newer At the top right of the X-Ray page, click on the arrow next to Update and select Quotes Select one account Select All accounts C…4 -
Re: Tax Planner Errors
@Quicken Anja I have sent a problem report in 2 parts with sanitized test files, referencing CBT-746. This demonstrates the scrambling of the split lines after syncing to the Quicken Cloud. The first…1 -
Re: Investment account daily cash balance
If all you want to see is the cash balance by day, go to Reports > Net Worth & Balances > Net worth Select the date range you want and set the interval to Daily Click on the gear to customi…1 -
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
