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Re: When would I use the Category called Credit Card Payment?
If you set up everything as it should be you would never use that category (I have been using Quicken for 30+ years and have never used it). That is for people that do not create a credit card accoun…3 -
Re: New report icon??
I think that may indicate that the report is on your toolbar.1 -
Re: Investment Report including acquisition date
Have you tried the Portfolio Value report? I have Premier but I believe that is available in Deluxe. There is a button on the report to show the individual lots including the purchase date of each.1 -
Re: Ex-dividend entry
Just enter it as a dividend it doesn't matter that you didn't have it when the dividend was1 -
Re: Why doesn't my new Charles Schwab accounts download any action when I run one step Update?
I assume it was a TD Ameritrade account that moved to Schwab? If so it's because of the migration to Schwab. The dividends earned prior and being paid now are going to TDA first and then transfe…1
