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Re: Deleting old, unused payees (Q Mac)
One more suggestion: Rename the Payee by placing a "zz " before the original name. This simply has the effect of grouping all old unwanted payees at the bottom of the list, thus getting the…1 -
Re: Web sync and re-download of existing transactions
I have a suggestion on how to proceed in a reasonably safe manner: 1) Make a backup of your current data file: in Quicken's menu: File > Save a Backup... 2) Reset the Cloud Account: in Quicken's m…1 -
Re: Schwab download duplicates transactions
Have you tried dragging one of the pair of transactions in your brokerage account on top of the other, such that they become (manually) matched? Once you manually match a pair of transactions this wa…1 -
Re: Unused categories - budgeting (Q Mac)
Click on the Edit Budget icon / text located just below the budget title in upper left of a budget display, then in that resulting editor display, click on the Select Categories button in the lower …1 -
Re: interest categories (Q Mac)
If you look at the Categories list (Quicken menu: Window > Categories) and search for "interest", you will see that the category Interest Income is grouped under Investments, and also ma…1