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Re: How to accept Investment "Sold" Transactions Automatically with Default Cost Basis
Go to Edit > Preferences > Downloaded transactions > Lot assignment after investment download. Click on Settings and make the selections for your account. Unfortunately only FIFO and LIFO ar…1 -
Re: Switching from QBOnline to Quicken Classic Business/Personal
Re: CSV import, please see this discussion. https://community.quicken.com/discussion/7963384/csv-transaction-file-import-does-not-work In R63, Quicken has dropped the "Mint compatible" from…2 -
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
