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Re: dividend are being categorized as payment at ed jones
The type of transaction should be dictated by the financial institution, which encodes the OFX code to download to Quicken. If they are misidentifying dividends as deposits, then only they can fix th…1 -
Re: Unauthorized Cloud Storage
There are two controls for what is stored in Quicken Cloud. In Settings > Mobile, Web & Alerts, you can turn Sync to Off. Then, you need to go to Settings > Connected Services, and click th…1 -
Re: Cash Total Reports
I'm guessing there that what you're wanting is a report that shows cash within all brokerage/retirement accounts? I can't think of a way to generate a report with Cash in each investme…1 -
Re: Add transaction comments and colorize (Q Mac)
I'd note that the request to be able to highlight transactions by coloring them is something that has been requested by many users over the years, and is now denoted by the developers as "P…1 -
Re: Memo/Notes (Q Mac)
@treestar73 It sounds like you have a QuickFill rule for Uber, and that rule includes the Memo value. You can check this by going to Window > Payees & Rules > QuickFill Rules and search for…1
