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Re: Stopping the Population of Memo Column From Downloaded Transactions
I don't know about a setting, but this is the way I do it: Create a renaming rule for a transaction you want to take control over. Create a memorized payee that matches the renaming rule. You ca…1 -
Re: Update UI and use AI for benchmarking
I don't think this is going to get much traction because 1) you've bundled two very large asks into a single suggestion, and 2) both of them are very broad. What kinds of spending benchmark…1 -
Re: Merrill Lynch Investments changed to EWC, failure updating from direct connect.
Well, I survived my first portfolio rebalance in my Roth IRA. All the buys/sells were in whole mutual fund or ETF shares, so I couldn't test whether fractional shares were an issue. The one unus…1 -
Re: Merrill Lynch Investments changed to EWC, failure updating from direct connect.
I think Quicken could help folks avoid these kinds of mistakes by changing the label on the "Add to Quicken" option to "Add as new account in Quicken." Too many times, I see folks…1 -
Re: Merrill Lynch Investments changed to EWC, failure updating from direct connect.
When I get these kinds of errors, I try once a day to see if the problems have been fixed. I did so this morning and was able to successfully reauthorize my accounts. Some things to note: DO A BACKUP…1
