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Re: Truist and Quicken
I was a BB&T customer using Quicken/Mac with Direct connect. Outside of the occasional hiccup, it was pretty reliable. Since the merger with SunTrust, the hiccups have increased in frequency, but…1 -
Re: Select securities to graph from investment accounts
To summarize some of the deficiencies of the current graphing functionality: * I can't view historical price information for securities that aren't published publicly, such as my company's 401k priv…5 -
Re: transactions not registering in portfolio view (Q Mac)
BTW, I was unable to print the chat to paper or PDF from Safari; it generated a thin box at the top of a mostly blank single page with a scroll bar, not useful. To generate the PDF, I selected all th…1 -
Re: transactions not registering in portfolio view (Q Mac)
BTW, In the end, I disconnected these two accounts from the financial institution, deleted the transactions that weren't properly reflected, and reentered them manually, Finally I compared the portfo…2 -
Re: transactions not registering in portfolio view (Q Mac)
OK, after struggling with it for a while, I started a chat with Quicken Support. I'm attaching a PDF of the conversation, but the answer seems to be there's nothing I can do about it except start a n…2