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Re: New York 529 College Savings CC-501 error trying to add account
You would think so but not exactly. The best guess is that certain banking accounts can work but not investment accounts at this time. See old thread https://community.quicken.com/discussion/comment/…1 -
Re: cannot delete a security without any transactions
You cannot delete a security that has EVER had a transaction. That is by design. From the security list, click on the security name to look through the security detail.1 -
Re: Does Quicken have report that would display Fund Fees/expense ration?
There is no report however, there are several places in Quicken you can get the info (One fund at a time and you probably need Quicken Premier or higher) Go to the account with the funds, look at hol…2 -
Re: How to I update Quicken if I don't use electronic banking downloading?
Manually download the patches from here https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product/1 -
Re: How to use the new permissioned data sharing?
No, when I did the share. I share to other persons email. When they accepted the invitation, It asked them to create a login with their same email and it logged them in with their new account and no …1
