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Re: Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)
In QWin, the Linked Checking Account is created from the Account Details dialog of the brokerage account. There's no way to link an existing checking/cash account to a brokerage account ... as t…1 -
Re: How long should I hold onto backup files
I keep year-end backups for 7 years, month-end backups to the end of the year (except December month-end which is also the year-end backup), week-end backups to the end of the month, and daily backup…1 -
Re: EWC+ transactions not downloading from multiple financial institutions - no error messages
Why are you using EWC+ with Fidelity NetBenefits? They support Direct Connect at no cost to you.1 -
Re: New bank services (Bank of the West merging with Bank of Montreal)
NO - just deactivate all accounts for the old name and simply rename them. Whether you CAN reconnect depends upon what the new bank offers. If you provide the name of the 2 banks, we can be more spec…1 -
Re: How long should I hold onto backup files
OR write those backups to a CD and then delete all but a recent few.1
