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Re: How do you categorize legal fee under "category"?
The list of Categories presented to you when you first install and run Quicken are "suggestions" only. You can use them, not use them, and create your own Categories to use instead of them.…1 -
Re: Adding dividend investment income to budgets
When you receive a dividend and it's entered into your Transaction List (Register) in the fashion you've shown, the associated Category Quicken assigns to that income is _DivInc. The Quicke…1 -
Re: Cloud Sync still happening even if Sync is off.
As I understand it, doing a Restore of a backup forces an initial sync process. There's two ways of stopping this, I believe. The first way is to not RESTORE a backup but, instead, use File Expl…1 -
Re: Best practice for moving from manual entry/direct connect to web connect without data loss
You don't have to lose anything. One approach would be to transfer your holdings to a new Account. That should result in correct Holdings in the new Account and no securities in the old Account.…2 -
Re: Can't activate multiple Schwab accounts
One thing you might try here is to open the Account List, and deactivate all Schwab Accounts for downloading. Make sure every Schwab Account including closed, hidden, are deactivated. The do Edit >…1
