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Re: How can I add Chase & CapOne to new Quicken data file (edit)
It looks to me like USAA uses Direct Connect for its downloading method, and I know that Chase, and probably Cap One, use the Express Web Connect+ method for downloading. With EWC+ you need to give p…1 -
Re: Schwab Downloads, Problems, Issues, Etc.
"the way Quicken wants to treat MMF's as cash is incorrect. MMFs are securities" That's correct and the subject was pretty thoroughly discussed over here: https://community.quicke…1 -
Re: Corporate Spinoff Wizard does not give correct results on a Lot basis for large data files.
The only way, right now, to get accurate lot-level information due to a spin off is to do your calculations outside of Quicken, do a global remove of the parent company stock, then do individual adds…1 -
Re: TD Ameritrade / Schwab dividend transactions incorrectly show up as Deposits vs Divs?
I've seen a couple of other posts along this line and as @bmciance says my guess is that transactions downloaded with the "Tda Tran" identifier are transactions not downloaded in the t…1 -
Re: T-bill purchase creates a day gain in the Investing screen.
This is a known issue. When you purchase a bond like this that has no ticker symbol Quicken can't download the security's historic prices, (the previous 5 years I think) so simple math (val…1
