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Re: All my investment transactions since early January 2024 have disappeared--how do I get them back?
@John16 That 1st QEL (Quicken Electronic Link) reference could explain your issue, if you're downloading from the brokerage.1 -
Re: Date on transactions from UBS are way off
OK, for Direct Connect you can look at HELP, Contact Support, Log Files, OFX Log. It's a text file which I'd suggest you save to your desktop to explore. The most recent transactions will b…1 -
Re: Date on transactions from UBS are way off
Which method (Direct Connect, Express Web Connect+, or Web Connect) are you using to download from UBS? The various methods record that which they downloaded into differing files … but examining the …1 -
Re: Wrong previous balance for reconciling
@KenBushaw That's a bug, that's previously been reported. No indication of when it will be resolved1 -
Re: How to create a Budget Performance Report
How about REPORTS, Spending, Current Budget. Not exactly the same as your example … but pretty close. If not close enough for you, your other option would be to export this report to a spreadsheet, a…1
