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Re: Tracking Computershare Accounts
Couldn’t you create a Portfolio view that lists the Computer Share accounts?2 -
Re: Adding Employer 401K Contributions
I use a cash type account to record notes for events or transactions that do not belong to a real world account. For your 401(k) case, you can make the payee and category something like 401(k) Contri…1 -
Re: Memorized payee changes every month, so it's useless
Assuming you are downloading transactions from your financial institution, you can set up a Renaming Rule to change the payee from “CITY OF MIAMI mm-dd-yyyy followed by other numbers” to “CITY OF MIA…1 -
Re: 2026 Budget based on 2025 Actuals
If the problem is Quicken is now specifying 2027 budget since we are now in 2026, I would temporarily set the date on your computer to 12/31/2025, create the 2026 budget, and reset the computer’s dat…1 -
Re: Still trying to obtain info from old backup files
@Jack I would be very cautious about sharing your Quicken files with anyone offering to convert them for you. Perhaps @Colin2 ’s offer is completely legit, but they have no prior history on these Qui…2
