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Re: Problem adding both a common & preferred to Securities List
As far as your Wells Fargo issue, it appears that the problem is that Quicken is using the exact same name for both the common and preferred stock. I got both stocks onto the Security List by adding …1 -
Re: Has anyone figure out how to track a "recasted" mortgage in quicken?
"I tried to mimic a mortgage recast by refinancing the loan in quicken. I applied the lump-sum payment to the original loan and then refinanced the loan at the new lower balance, same interest r…1 -
Re: Charles Schwab Downloads
@snearman_22 Nope. Charles Schwab did this to their benefit and unless they see a large adverse action - like scads of clients leaving as a result of the change - Direct Connect is gone, never to ret…1 -
Re: To Whomever in Quicken deals with the program processing EWC+ for Schwab
Oh, I know that. Just a small reminder that EWC is extremely error prone and a potential danger to your data.1 -
Re: reconcile mistakes/adjustments, can go back
In addition to having Quicken make a backup each time you exit the program there's a couple of other things you can to to protect you from your own errors. The first thing I'd do is Edit &g…1
