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Re: How do I change "Financial Institution" in account list?
To modify the financial institution’s name associated with an account, we must first deactivate the Online Services setup for the account. If you haven't already, you may want to review: https://www.…0 -
Re: How do I edit the category list? [Edited]
Press Ctrl + Shift + C and right-click on the errant categories for the available options.1 -
Re: Savings goal charts?
I suggest you use a customized Account Balances graph to display the savings goal balances over time: select Reports > Graphs > Account Balances, choose a date range and interval, press Alt + C…6 -
Re: Setting a reoccuring payment to the third Wednesday each month
Edit the reminder, select change to the right of the Due next on field, then Monthly, 1, 3rd, and Wednesday from the pull-down menus and select OK and Done.1 -
Re: Why isn't Cloud Sync working on exit?
If you haven't already, I suggest you reset the Quicken ID associated with the Quicken file. * Select Edit > Preferences... * Select Quicken ID & Cloud Accounts * Select Sign in as a differen…2