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Re: Zelle receipts automatically categorized as transfer category
I expect you know this but for clarity… "Category" is Quicken-speak to what real accountants call "income and expense accounts" and "Account" is Quicken-speak for balanc…1 -
Re: Zelle receipts automatically categorized as transfer category
"I want to recategorize the zelle transactions in my bank account but I get a warning that doing so will record a transfer back into the same account." That will happen if the entry in the …1 -
Re: Schwab - wrong transaction dates
"Schwab does not simply post transactions overnight, or update Quicken downloads overnight. " As I understand the situation, when a financial institution uses EWC+ to download transactions …2 -
Re: Schwab - wrong transaction dates
" It also does not happen with Schwab's bank transactions. They are dated correctly. " Not in my file: It can get real obvious at month end: https://community.quicken.com/discussion/79…1 -
Re: Loomis Sayles Large Cap Growth Trust Class C
I had no trouble at all setting this security up in a test file. Regular Tools > Security List >Add Security > type in LGRCX. Of course I don't have LGRCX so I can't download actua…1
