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Re: Settling placeholders by copying transactions didn't resolve - help
Do you actually have a Placeholder for this security, which will have a gray background even if it is not selected, and an Action of "Entry" and not an Added transaction? Do the transaction…0 -
Re: Subcategories: Hide All does not work
@dave344 I think there may be more than one related issue here that affects multiple reports. To be completely clear about this issue you are seeing, do you want a report that just has the top level …1 -
Re: Subcategories: Hide All does not work
How can I get Quicken to address this issue? @dave344 This is primarily a user to user forum. Forum Moderators (users whose names begin with "Quicken") sometimes review issues discussed her…1 -
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
