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Re: Can I do this with my bank?
"So, can I keep my non bank connected account and create a new one and download my bank info to it only? " Can you do that? Sure, but in the connected Account you'll probably get a lot…1 -
Re: Is there a way to export a report to Excel and keep the bold formatting for total rows?
I don't believe there is a workaround to the general "formatting" issues here, it's all simply "data" to be exported and received. I absolutely agree with you as to &quo…2 -
Re: what is the best account type to place cash value life insurance under assets
If it's a simple whole life policy or other sort of non-indexed policy where the cash component grows due to your premiums and interest I'd probably just set up a generic "asset" …1 -
Re: Splitting Expenses for Dual-Income Family
I'm not exactly sure why you're doing what you're doing here. Typically married couples pool their income and expenses and allocating an expense - groceries say - based on the income o…1 -
Re: Quicken Downloads Detected, not Available for Reconcile, Trans are Missing Data (lots of issues)
"If I tried to accept a single transaction, I would get an error." What error, exactly? You certainly can and should be able to accept downloaded transactions one at a time. With Direct Con…1