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Re: How do you filter downloaded transactions?
Glad to help. By the way, your profile says Quicken Windows. You should change that so your posts don't get redirected or mis-answered.1 -
Re: Security names to show in Security column under Investments
Makes sense. Glad you got it sorted.1 -
Re: How to show Banking in Investments
Unfortunately, there's no way to force checking and savings accounts into the asset allocation short of changing the accounts to Investment type, which I don't recommend. The Investing side…1 -
Re: What is Cash in Investments?
Cash reflects the uninvested cash sitting in an account. If you look at the register of an individual investing account, the number in the Balance column will match the Cash value at the bottom of th…1 -
Re: Quicken for Mac not reading payees from bank on register.
At first I didn't think it worked this way for QMac. But I think UKR is correct, even for QMac. I did a quick test and a new renaming rule did in fact look at both the Statement Payee and Statem…1
