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Re: Category not selected for report but appears in the report (and perhaps all reports)
It's a bug in the new report customization dialog. You can switch back to the old one: Go to Edit > Preferences > Early Access Uncheck both options It should fix your issue.1 -
Re: installing quicken on 2 computers
No, not with the subscription You can install on any number of computers. You just have to use the same Quicken ID.6 -
Re: Categorize Credit Card Payment
The payment is still a transfer and doesn't get categorized. That said, to include this payment in your budget you can select the credit card account when you select Budget categories. On the Plannin…1 -
Re: Problem where transactions from another category are reported along with desired category
This is probably due to a recent bug with the new report dialog. Try this: Go to Edit > Preferences > Early Access Uncheck both of the options then try your reports again.1 -
Re: Is there a way to bring back up the security mismatch report after closing the pop up window?
Yes. Go to Tools > Online Center. Select the broker with the mismatch. Click on the Holdings tab and then click the Compare to Portfolio button. It will do the match and bring up the window again.2