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Re: Please add ETF (and other customizability) to security/asset types (78 Legacy Votes)
You can add it yourself in Edit Security Details, Edit Types, New. Once your add it in one security, it will be available in the pull-down menu when you modify the others.-1 -
Re: No downloaded transactions for Discover Card since middle of December 2023.
Two suggestions. First in Account Details, Online tab for Discover Card account, use Reset Account. If that does not work, deactivate both Discover Card and Discover Bank from Online services. Close …-1 -
Re: Vanguard Cash Plus Account - Any Solutions?
FWIW, VMFXX has a 5.29% 7-day yield vs. Cash Plus APY of 4.7%. Sorry, I thought you were referring to the Cash option for the settlement fund. I didn't know they were piloting the bank-like feature. …-1 -
Re: CC-503 (Password Error) on all Express Web Connect (EWC) Accounts
A user you helped last month resolved the CC-503 by changing their password at the FI and nuking the Quicken password vault. You could try it.-1 -
Re: Tax Planner: Other Withholding using wrong total
FWIW, I use that section in my file and behaves as expected. That points to a data file corruption issue; usually can be fixed by super-validation and sometimes a corrupted scheduled reminder needs t…-1