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Re: Mutual fund share balance is way off!
I'm having difficulty following your explanation of the history of the Account. Let's start here: "On the date that the broker changed my shares, I see a Removed transaction followed b…1 -
Re: Newly Added Accounts Have Wrong Balance
A semi-frequent issue that has plagued Chase is that, for reasons unknown, the "Opening Balance" of an Account can be changed, apparently as the result of a download, and that will of cours…1 -
Re: Online Balances are not updating
What financial institution and what download method? If the download method is EWC then it might be necessary to contact Official Quicken Support so they can tweak the script they run to gather up th…1 -
Re: When I buy Series I bonds, Quicken keeps changing them from bond purchases to share purchases.
Also, I expect you really bought two $1,000 bonds as the IBonds only go up to $1,000 denomination.1 -
Re: How do I create a standard balance sheet?
"I want to have several line items, aka Categories, added to the Balance Sheet, both Assets and Liabilities."Some instruction in Quicken terminology. In Quicken-speak "Categories"…1