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Re: Possible to rearrange the order of holdings for an Investment account?
Along the same lines, I'd like to be able to subtotal the holdings (i.e. stock fund total, bond fund total). There are a couple of way to approach that. You could create separate security types …1 -
Re: Security Changed names on 8/25
Just so everyone reading this is clear, when you edit (change or rename) a security name, all historical transactions with the old name get changed to the new name. That is of no meaningful importanc…1 -
Re: Transactions occurring in the wrong accounts
For myself, I find pre-entering such transactions using scheduled reminders most effective. When I tell the cc-company to pull $X from the checking account on day Y, I make that entry into Quicken. I…1 -
Re: Is there a way to filter the Security Detail View by Account?
Following up on the @Jim_Harman comment … The Security Detail View shows 3 groups of data on the left side - My Holdings, Security Details, and Quote. The latter two are independent of the account. T…1 -
Re: Assigning a Category to a Transaction
https://community.quicken.com/discussion/comment/20381632#Comment_20381632 In that two separate process, If he records his “check” to her as a Vacation expense and her side income is the same categor…1
