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Re: csv transaction file import does not work
I have reported this via Help > Report a Problem.2 -
Re: csv transaction file import does not work
@Boatnmaniac I'm not sure what the OP's eventual goal was, but the question uncovered errors in Quicken's Help that would prevent anyone from being able to successfully import transact…2 -
Re: csv transaction file import does not work
@Andrew Z Did you get an error message when you tried to import that file? I did and it turns out that despite what it says in the Help, the Amount and Debit/Credit columns must be switched from what…1 -
Re: Tax Planner Long Term Capital Gains Problems
When you sell a security, Quicken defaults to using FIFO, so the MM lot or lots that were sold on 3/5 might have been long term holdings. If those shares had an incorrect cost basis of 0, that would …2 -
Re: Investement performance report- Quicken Classic Business & personal- Canadian
You can control whether the management fee is considered a Return or not. You should record the fee as a Misc Expense in the account, using a Category that is just for fees. To see and change the set…1
