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Re: Portfolio History
You can customize the "Portfolio Value Graph" to whatever period you like. Click on the gearwheel, select "Customize this graph" and change the date range to whatever you want it …1 -
Re: Cost Basis Incorrect
I assume you've inherited securities and somehow have access to the Quicken Accounts that presents the history of transactions that resulted in the holdings you've inherited.If that's …1 -
Re: How to connect to Employe's 401K when administer by a Financial Institute
Well, first, the financial institutions need to allow you to connect to them directly via Quicken, i.e., downloading is available through either Direct Connect, Web Connect or Express Web Connect. Wi…1 -
Re: Golden One Transfer Between Accounts
Assuming this is the correct financial institution in the fidir.txt file:22113 22113 22113 Golden FCU https://www.golden1.com/ 1-406-454-5600 https://onlinebanking.golden1.com/auth/SignIn?wa=wsignin1…1 -
Re: Golden One Transfer Between Accounts
They switched from Direct Connect to Express Web Connect. Direct Connect is much more reliable than EWC and allows your Quicken to "talk" to the financial institution where EWC does not. Ac…1
