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Re: building a custom report
You can create a Transaction report by going to Reports > Banking > Transaction. Then customize it to select the two credit card accounts. When it opens you can then set the sort at the top of …1 -
Re: Top of Quicken screen changed. - no "tabs" (edit)
Try pressing View > Show Tabs Does that fix the issue?0 -
Re: Problem transfering cash balance into investing account
Unless I am misunderstanding your question, that is what should happen. If you have money in an account and you use some of it to buy a security it will not immediately change the value of that accou…1 -
Re: Problem transfering cash balance into investing account
So if you are transferring $10k into the account and the account value is not changing where are you seeing the value? Are you looking at the Holdings (from the register click on the Holdings button)…1 -
Re: Why is my Current Budget Year to Date Report amounts different than my actual budget amounts?
If the budget report is run for a partial month it allocates that much of the monthly budget. So if you run it halfway through the month all of the budget numbers will be cut in half and compared to …1