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Re: Schwab accounts not downloading
The solution was to deactivate all accounts and then add accounts from the tool bar….1 -
Re: Quicken and Citi
@Chris_QPW Thanks Chris…Direct connect is much quicker and more reliable…2 -
Re: R52.33 - Tax Planner vs Tax Center do not match for Cap Gains (edit)
I'm using premier, problem still exists for me.2 -
Re: R52.33 - Tax Planner vs Tax Center do not match for Cap Gains (edit)
@Jasmine ok it looks like the "projected tax" is missing the capital gains/losses until I open the "tax planner", then the CG line is added.2 -
Re: C2R resizing in investment accounts
Of course, It seems to be working now, as I try to duplicate my errors. I think I need to spend more time with it to understand how it behaves and under what conditions it might misbehave. Thank you …1