NotACPA ✭✭✭✭✭

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• Posts1.2K
• Comments26.2K

• Re: Balance amount is only correct when showing all transactions...

  NotACPA

  October 2023
  The Balance that it's showing is the Balance of the UnReconciled transactions. It's the intendended action.
  1

• Re: Why does Wells Fargo require a code to my cell phone to sign in to update my account.

  NotACPA

  September 2023
  That's called "Multi-Factor Authorization" and WF decided to require it. Only they can answer why.
  1

• Re: Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)

  NotACPA

  September 2016
  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

  NotACPA

  September 2023
  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

  NotACPA

  September 2023
  Why are you using EWC+ with Fidelity NetBenefits? They support Direct Connect at no cost to you.
  1

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