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Re: Add an option to re-order accounts in the sidebar (Q Mac) (+1 Merged Vote)
Look at Banktivity, they've done it correctly. The sidebar is completely "user" customizable. The user can create groups, sub-groups, can drag-and-drop accounts between groups/sub-groups, r…4 -
Re: Roth IRA account reports reinvested dividends incorrectly
Frankx, Thank you. I had to edit the security. Window > Securities > select the Security Name > right click > Edit Security > check the Tax-free1 -
Re: Add a Quicken file to my Quicken Cloud account listing
Quicken Anja, That was simple. Resetting my cloud account did work and did not affect my other cloud accounts. I saw the Reset option (button), but I was reluctant to proceed after reading its purpos…1 -
Re: Payee Transaction Report Will Not Sort by Date
@RickO, thank you. I would like to sort the report by date, but retain the format of the Payee report. I see it's not possible, so I'll poke around with some of the other reports. Hopefully, I can fi…1 -
Re: Convert Single Mutual Fund Account Imported into a Quicken for Mac File
@jacobs I did get he option to turn off single mutual fund and it changed the account to a regular brokerage account. Thank you2
