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Re: How can I stop the category from incorrectly pulling another account when downloading transactions?
Here is the dirt-simple bullet-proof way of keeping this from happening: When you initiate a transfer from any Account to any other Account, you simply enter the transfer manually. That's it. Wh…1 -
Re: Stock options income
The income associated with puts and calls should show up with the Category of _RlzdGain, just like any other security. If you're buying puts and calls then you use the "Bought" and &qu…6 -
Re: When I add stock splits to one account it adds them to other accounts that had splits
That's working as designed. If you have a stock in more than one Quicken Account and that stock splits, then it only makes sense that ALL holdings of that stock in any Account will be split too.…1 -
Re: What is the thinking behind self-transfer?
The "self-transfer" is a necessary action for most any personal accounting program because most people start using a personal accounting program when they have many different "real wor…1 -
Re: Bank accounts not showing in left side Accounts List
The "Account Bar", (that's Quicken's term for the list of Accounts that show up on the left or right side of the screen), has headings for different types of Accounts. The heading…1