medvyed Beta

Overview

Overview

Roles	Windows Beta
Badges	4

About Me

About Me

What version of Quicken are you using?	Quicken Windows Subscription

Analytics

1

Posts

13

Visits

25

Points

Sep 22, 2020

Join Date

Apr 4, 2024

Last Active

Invited by

Quicken Kathryn

Reactions

• Unhelpful 1

  1

• Activity
• Posts1
• Comments

• Insurance Policies, Agents/Brokers & Companies - Poor Recursion Setup

  medvyed

  January 2024
  I'm having an issue setting up insurance information. Companies (State Farm) should be set up and referenced as Contacts. Same for agents/brokers (John Willard Agency). Policies (Home, Auto, etc.) sh…
  -1