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Re: Fidelity and Schwab download prob
@logroller I download from Fidelity Investments, using Direct Connect, 6 days a week … without problem. I don't have any Schwab accounts. SO, unless your issue has been resolved, we're goin…1 -
Re: US Bank not reconciling correctly. Always balance adjustment
@Kathleen2015 USB (i'm their customer also) has multiple names in Q. Which do you use? Do TOOLS, Account List and look in the "Financial Institution" column for this info. If that colu…1 -
Re: US Bank not reconciling correctly. Always balance adjustment
I use PFM Direct Connect with USB. I understand that USB's implementation of EWC has gotten better over the years, but it was so bad for so long that I gave up on using EWC with them. And, using…1 -
Re: hidden FITID
"In fact the data file who records FITID is hidden. I think they did it for security" UNTRUE! That a Windows setting that Q doesn't change. Other than that, you didn't answer what…1 -
Re: Problem with recording a stock gift to Charity in Quicken H&B 2017
Proper process is: 1) Remove shares at their cost (not current value) 2) ADD shares at current value. This gets the CapGain out of the account, and sets the value of the donation 3) Sell shares at cu…1
