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Re: My list of broken Fidelity EWC+ functions
@Steve Allain Many of the initial issues of the Fidelity cutover have been resolved. A few remain. However, I had the most success "cutting over" by starting with a Template backup. It requ…2 -
Re: Fidelity EWC+ reinvested month end dividends handled wrong
So far, the downloaded transactions for Fidelity are looking better regarding reinvested dividends. Several downloaded transactions that were incorrectly downloading as a Deposit/Bougthx pairs are no…1 -
Re: Copy an Income Reminder?
Nevermind. I figured out that I can Add A Reminder and copy the income transaction based on the register entry and create the new Income Reminder.2 -
Re: Is there a way to hide accepted downloaded transactions in investment accounts?
Correct. Strange limitation.1 -
Re: Is there a way to hide accepted downloaded transactions in investment accounts?
@NotACPA When downloading monthly investment transactions that can number 20 a month for one account, I reconcile them against scheduled investment transactions and expected amounts for each transact…1
