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Re: Separating funds from an account
The easiest way to achieve what you want is to create a new Quicken Investment Account, perhaps named after the second mutual fund, then do a "Shares Transferred Between Accounts" action in…1 -
Re: Creating a loan account
"Quicken creates the loan obligation (opening balance) by creating a transfer back to the original account (category = loan account) instead of allowing you to associate the opening balance with…1 -
Re: Eliminating a column on reconcilement
I don't think this has anything to do with your reconciliation process, it sounds more like columns you're seeing in the check register.To change the columns that show up in the check regis…1 -
Re: Is there some way to manually mark an investment transaction as "cleared"
Sure there is. Put the arrow pointer in the "Clr" column and you should get a "drop-down" arrow head. Click on that and you're presented with a list of choices;2 -
Re: Portfolio History
You can customize the "Portfolio Value Graph" to whatever period you like. Click on the gearwheel, select "Customize this graph" and change the date range to whatever you want it …1
