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Re: Truist Confirms Quicken Direct Connect Option - but there's a problem
As far as I know you've never been able to establish bill payments at your bank through Quicken using EWC since the communications between Quicken and the bank are entirely one-way, from the ban…1 -
Re: How can I fix missing posting/download dates so I can reconcile my checking account?
I'm not understanding your problem. You don't need Posting Dates entered for transactions in order to reconcile an Account. An Account that's run in completely manual mode - no downloa…0 -
Re: Investment account within my HSA account
Sherlock's suggestion Is the way I've handled this situation for years. Accordingly, my Quicken file has 4 HSA Accounts: 2 Tax deferred Accounts that contain the "cash" component …1 -
Re: How do I handle this downloaded transaction?
The correct Quicken "action" to use here is the "Mutual Fund Conversion" action. When you move, tax free, between different mutual fund classes or different mutual funds, (e.g., t…1 -
Re: How do I handle this downloaded transaction?
As to your "how do I use" it question, within the Account click on the Enter Transaction button, click the down arrowhead from the "Enter transaction" menu, select "Mutual Fu…1
