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Re: Deposit Accounts vs. Cash
Assuming your Quicken records are showing properly the $594 as cash in your account, I see 2 basic options: Ignore the warning (which will continue) since you know and like the way this has been hand…1 -
Re: Exporting transactions in a particular account
Click the 'gear' icon right side just above the X for the window below, then the Accounts tab1 -
Re: Exporting transactions in a particular account
You can also call up an Investments Transactions Report and export that Excel, or copy it to the Clipboard and paste it into a spreadsheet. That report likely has more detail than the Banking Transac…2 -
Re: Why are Lots missing in Account Overview> Holdings > Value
How did you handle the brokerage conversion with Quicken? One account with the FI name changed, or two accounts, one for each brokerage? If the second, how were the shares transferred? You used Share…1 -
Re: Update cached data from Schwab/other investment FIs more frequently [Edited]
@veegee It has often been stated in this site by long-time users that Quicken is not a good tool for the active day-trader. They do not fall within Quicken’s apparent target demographic. This idea / …0
