nhuddleston Beta

Hey, Jared, thanks for the reply. I finally gave your new file test a go this morning, which turns out not to have been great timing: there's a warning on the Quicken support page about widespread c…

Late follow-up to this issue: transactions in the two accounts using Quicken Connect still download with unwanted category assignments and altered payee names. Direct Connect yields transactions that…

So, I've got 3 credit card accounts for which I download transactions via Quicken Connect. I want every newly downloaded transaction to be Uncategorized, and most come through that way. But a handful…

Thanks again, Jared. I have automatic backups set up, so there are lots of backups to choose from. But starting over from September has no appeal. There'd be a mountain of transactions to recreate -…

Still eagerly awaiting this feature. I'm in quite a few retirement investment funds with no ticker symbol and for which the "security overview" link goes nowhere. I'd much rather just be ab…