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Re: Reconciling cashflow with changes in net worth
Every month I use the Net Worth report from the prior month and the Net Worth report for the month ended, along with an Income and Expense Report for the month, and make sure they balance out. I do i…1 -
Re: Asset to Lending Loan - Interest Category
@mshiggins You're absolutely correct, I posted the same screen shot twice. I've edited my original reply to incorporate the correct screen shot that shows the change in the interest income …1 -
Re: Incorrect Handling of Expired Short Sell and Sale of US Treasuries
You seem to be suggesting that "Quicken" doesn't know what it's doing, and you know what, that's exactly correct! Quicken (the program) really is as dumb as a rock and has no…1 -
Re: Bug when downloading a transaction than involves a funds transfer between 2 accounts
How very, very odd. For decades I've set up "future" Transfer transactions for credit card payments in Quicken, as you've described, and I don't remember EVER having a downlo…1 -
Re: Account Adjustment After Reconciling
When you say that you reconcile your checking account every day, what does that mean, exactly? Because of your use of the active voice I assume you don't have the Account set to "Reconcile …1