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Re: Is Morningstar Portfolio X-Ray still working?
My X-Ray currently gets hung up with that error on 6 bonds I own. 14 other bonds do not cause the problem (but I also doubt they get included in the evaluation). The Search function available on this…1 -
Re: Exiting Quicken and message pops up, you changed transaction, you want to save it?
I suggest you vote for this idea1 -
Re: Memorized transaction loses it's category splits.
For those who choose not to use or cannot remember most keyboard shortcuts (like me), another option is to … … right click on the transaction to get the same set of options. At least that is my incli…3 -
Re: Issues with one step update and resulting placeholder transactions
My strategy would likely to be NOT create the placeholders, but perhaps put in a Reminder transaction that pending transactions may apply. Perhaps my aversion to placeholders is overblown. Perhaps th…1 -
Re: Quicken Security Issue
The only account connections that use your FI’s access password are Direct Connect connections. EWC and EWC+ use a different security approach that does not require the Quicken program to pass along …1