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Re: qfx import fails - Quicken unable to verify financial institution
You'd only need to input manually those "catch-up" txn. Yeah, that's a pain, but once you're caught up, monthly downloads will take care of the rest. (Assuming your bank allo…1 -
Re: More than one username with the same CU?
My wife and I each have accounts, and our own logins, at several FIs including US Bank, Chase cards and Fidelity Investments. And I have no trouble with One Step Update downloading txn from each of o…1 -
Re: More than one username with the same CU?
@ralphc, the OP can probably be added to the wife's account as an Authorized user without closing the account in her name. Simpler process.1 -
Re: Can I pay monthly with SimpliFI?
NOTE, however, that Simplifi can NOT import your Q data. You'd need to start from scratch. If you decide to make the switch, I'd suggest that you do so as of 1/1/25 … so that you'd hav…1 -
Re: How best to do a Net Worth Report without including Unrealized Gains?
@Perry Smith How about looking into reports that show Transfers into your various accounts? That would show the amount you're "saving" into your investment accounts, for example.1
