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Re: Budget Planning
You can control this. If you're actually starting your budget in August, then click on that column header and make a selection:2 -
Re: How to add an Opening Balance to a Brokerage Account
That Opening Balance entry can be edited, just like any other transaction. So fix that by deleting the negative number and entering a $0 figure. Having Opening Balance numbers change is not entirely …1 -
Re: replacing lost credit card - Chase
@John Ashbaugh You need to disconnect the Account from downloading to get that old credit card number un-ghosted. At that point you should be able to get rid of that card number and try the re-connec…1 -
Re: Amex Download - Reconciling balance issue (balance adjustment every time)
It sounds like you are reconciling to the online balance and the online balance Quicken presents to you is always wrong, resulting in Quicken proposing an adjustment. Reading your previous posts you&…1 -
Re: how should I record a partial tender of JNJ shares in exchange for KVUE?
You might be eligible for a fractional share, depending on the circumstances, so the initial entry for the KVUE stock should include that fractional share, later sold (at a gain or loss) using the ca…1