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Re: New Schwab download mis-categorizing transactions
This particular problem has been mentioned several time since Schwab's transition to EWC. It seems to be one of the things that Quicken is "working on."https://www.quicken.com/support/…1 -
Re: Paying off a Mortgage
From the sounds of it, you have a manual loan Account. I'll proceed using that assumption.If you are posting loan payments in your checking Account but not seeing any principal reductions in the…1 -
Re: How do I set up a Cash Flow report to include Transactions to an Other Liab or Other Asset Account?
If you're really focusing on "cash" then first, only have any checking or "cash" accounts selected under the "Accounts" tab of the Customization screen. Next, on th…1 -
Re: Searching (Find) within a SINGLE Investment Account
I'm not sure I'm following along with you about what went wrong, i.e., how the entries looked before the change and what they looked like afterwords.One possible approach is to simply run R…1 -
Re: How to fix Total market value for securities showing double what it should be?
I can only guess as to what's causing this, but my guess is that the security purchases are recorded as "Add" actions instead of "Buy" actions. A Buy action reduces cash, an …1
