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Re: I have 2 separate Chase logins ID's and I used to be able to get all Chase accounts to update now it
Not too long ago Chase quit using the Direct Connect method of downloading into Quicken in favor of Express Web Connect+. EWC+ doesn't involve sending your login ID and Password to Chase, but in…1 -
Re: Investment Account cash issue
That sounds like some sort of data corruption issue if the dates for the report and the date shown in the Holdings view are the same. What leads you to believe the $2,750 figure is cash? I'd gue…1 -
Re: TREASURY NOTE/BOND PURCHASES
Setting up a Treasury Direct Account in Quicken is easy. You'll create it as a manual (non-downloading) Account, you'll transfer money into that Account when the buy occurs (the Treasury wi…1 -
Re: Mutual Fund Cost basis adjustments
"I have not found a way to record these payments accurately (a cost basis adjustment)."What I do is to make two entries "as of" 12/31/XXXX. The first entry is a reduction of divid…1 -
Re: Running a Report to dispute Indiana Penalty - Income categories to match 1099, by Month or Quarter
One possible source for a difference between Quicken's total for a security's dividend for the year and what you see on a 1099-DIV is the fact that a dividend can be paid in one year but it…2
