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Re: dividend are being categorized as payment at ed jones
I’m not advocating for a slow bureaucratic process, or for Quicken; I’m just trying to help you have realistic expectations. The various Quicken programs deal with 10,000+ financial institutions; the…1 -
Re: dividend are being categorized as payment at ed jones
@Brad L Vandermoon As I said, you can go through Quicken Support. The first thing is that Quicken — really Intuit, who handles the connectivity — needs to be aware that there IS a problem. (They woul…1 -
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
