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Re: Transaction sort order
There is an investment register default sort order preference.2 -
Re: How to Generate a New Security Mismatch Report
In the investment register's gear menu in the upper right, choose "Reconcile Shares…"1 -
Re: Fidelity/Quicken Bad to Worse
I had an actively managed account (not at Fidelity) years ago and hated it. I got trades every day and more stocks than I even knew existed. Surely the account "managers" got commissions on…1 -
Re: Unresponsive Programmers
A keyboard shortcut to the search window in the upper right of registers. I made a product idea for this. https://community.quicken.com/discussion/7967251/provide-a-hot-key-for-global-search1 -
Re: Credit Card Pmnt: Transfer Categorization Not Working Correctly
You're doing things mostly right, but in the wrong order. You ought to enter the transfer before downloading the payment from the credit card account. Then the downloaded transaction in the cred…1
