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Re: Bank download missing transactions
"Today I called customer support (Amy) and s she said this was the bank's decision on changing to a new method " That is the case. It's the Financial Institution (FI) that determi…1 -
Re: How do I download all my stock lots from Fidelity
https://community.quicken.com/discussion/comment/20353976#Comment_20353976 You'll need to ask Fidelity if they support that function. Some Financial Institutions do, some don't, and I don&#…1 -
Re: How to get all transactions for one category for one year?
Assuming that you have an Asset Account where you've been recording activity associated with the house's basis, then you should be able to go to that Account, click the gearwheel in the upp…1 -
Re: Mystery Recurring Deposit
"Every couple of weeks I have a mystery deposit show up in my checking account from my employer for about $900." I'm assuming that you're referring here to your Quicken checking A…1 -
Re: Which of my data is stored on Quicken servers?
@Chris_QPW "Note I think Chase is the only one that did it so far for both banking and investment accounts." Schwab has a bank and the changeover applied to both the bank and the brokerage.1
