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Re: Can't connect to CITI Cards with a One Step Update
I was able to DIrect Connect to Citi Cards,but it is not downloading new transactions nor showing correct OSU Online balance even though the Last download date/time is being updated in the register.1 -
Re: Is Citi Card Direct Connect still an option?
@Boatnmaniac "To be clear: Your EWC+ connection uses the Citi Cards setup?" Yes, Citi Card setup now defaults to EWC+ which is what I used. I switched between DC and EWC+ several times to s…1 -
Re: reconciliation impossible
I always make my starting balance transaction $0.00 for all accounts. That way if Quicken changes the opening balance, it's usually the starting transaction that has been changed and I just chan…1 -
Re: Changes to Beginning Balance
I just create an earliest transaction of $0.00 in my accounts. That is the transaction that gets updated with the "drifting" opening balance problem. When it happens, I just change the earl…1 -
Re: How is a tag removed from an investment transaction?
Nevermind. The investment description field in the register needed to be widened to show category and tag. I could edit the tag at that point. However, the tag does not display in the transaction det…1