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Re: How do i roll over budgets month to month
Quicken for Mac does not support rollover budgets. Each month will begin anew with the set goal.0 -
Re: Buy Security in 401k account does not reduce cash balance
Scroll to the beginning of the register and look for the light gray Placeholder transaction(s). Depending on your account, you might see some for securities, and one for the cash balance. These act a…-1 -
Re: TIAA Data Problems
If your holdings aren't changing (i.e., no transactions are downloaded in that range), then I would suspect an issue with the price histories giving you inflated values. When you have a sudden (unrea…0 -
Re: Can I print or download a list of Categories?
No, you can't print out the Category List. However, you can click the Action menu gear icon to display/remove unused categories. On a different note, I will say that, from my 10 years of helping in t…0 -
Re: financial institution is no longer listed with updated Quicken - Fifth Third Bank
Hi, again, tarnoldjr: It's nice you are familiar with setting up banking connections as it certainly makes things easier. That bank list, is for the most part, completely independent of the program r…-1