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Re: closing vs. hiding, and keep separate
You should use Keep the account separate when you want to exclude an account from net worth calculations, historical calculations, and from reports and graphs by default.1 -
Re: Tracking a 401 loan
We use the Holding view when we reconcile investment accounts.1 -
Re: Linked bills and projected balances
An online bill should post well in advance of the bills actual due date but, I agree, it would be nice to be able to project beyond the current bill. Quicken's stated position has been that linking …6 -
Re: What does Reset Button in transaction window do? [edited for readability]
The Reset button also clears the register's search box.1 -
Re: Primary Sort Report by Category Group, then Categories within the groups
If we've created a category group, when we customize a summary, comparison, or budget report there should be a Category Groups tab presented that allows us to filter the report's transactions by the …6