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Re: Which category to use for "Bank Interest" in IRA and RIRA
Here's what I've done: I created a pseudo "security" called "Schwab Bank" so when those bank interest transactions are downloaded into the "Downloaded Transactions&…1 -
Re: New Pages in Investments
"I used to have a page upon start up to enter transactions and holding."It would be hugely useful to know what that page was called. If you select Edit > Preferences > Startup and the…2 -
Re: Empower website location for quicken download
There's a few financial institutions (FIs) that have "Empower" as the first word in their names. Assuming that I've selected the correct "Empower" FI:69265 69265 69265 E…0 -
Re: How do you all handle bank interest in a brokerage account?
Very occasionally I get Schwab Bank interest in some of my Schwab brokerage Accounts. I simply created a pseudo security called "Schwab Bank" and use that "security" with an IntIn…2 -
Re: Can someone help me understand why so much personal data is requested to be shared with BOA download
I recently had to reauthorize my BofA credit card Account for downloading and did not see what you've posted. But at least you know exactly what information will be shared with Quicken. This is …1
