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Re: Quicken won't automatically split my downloaded transactions.
You did not say whether the failure to correctly categorize transactions only occurs with memorized split payees, or with all memorized payees. If no payees are properly utilizing the Memorized Payee…1 -
Re: how to handle - GE spin off of GEV (edit)
@shelquis is having to get Schwab to correct cost basis after a corporate spin off a regular thing? This is the first corporate spin off I’ve gone through since getting migrated from Ameritrade to Sc…1 -
Re: Navy Federal Synch error (QWIN)
I switched NFCU over to Express Web Connect+ (EWC+) with no problems (in R54.16 and R55.15). I always take this approach: - Deactivate all accounts that will be switched - Initiate the Quicken "…1 -
Re: Adding 12 and 24 month view option to "Portfolio Value" card in the Home Dashboard
I think all the new Dashboard cards are significantly lacking in customization capabilities; something I hope Quicken will ultimately rectify. And while I agree with the suggestion here that the spec…1 -
Re: Schwab Brokerage downloads duplicate Quicken entries for Bond Purchases.
There's no evidence in your posts that points to this being a Quicken problem (1). And given the fact that it is Schwab who selects, formats and sends the transactions that Quicken receives (2),…1
