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Re: Getting setting up with financial institution
So under the Online Services tab of Account Details you see: but under the General tab the correct financial institution is shown there? What does the Online Services tab look like after you go throu…1 -
Re: Maturity Dates for Bonds & CDs
I've never used that report and don't really understand why they're being shown twice, except maybe just a quirk in the programming. If the entire portfolio in every Quicken/Vanguard A…1 -
Re: How do I undo a bank reconciliation?
You will need to work backwards from the end of the reconciliation period to the start of that bank reconciliation period changing those transactions Clr status from "R" to "c." Y…1 -
Re: Treasury Bonds
"I thought of that, except that when reconciliation time comes. The brokerage will show a drop of 20500 and quicken will show two entries, i.e., 20000 (principal) and 500 (interest)." If th…1 -
Re: How to edit loan payment
In the loan Account click on Payment Details > Monthly Payment edit > Edit Loan Reminder then change the "From" Account.1
