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Re: Is it possible to add a note to a reminder?
Since this seems to be an account-level issue (how to reconcile), I'd be inclined to put the explanation in the Comments section of the Account Details. You could then have a Reminder transactio…6 -
Re: All Vanguard Accts Out of Balance
@q_lurker are your accts mutual fund only accts? I had both account types ( MF and brokerage) until December. At that time I completed the transition process to all Vanguard Brokerage accounts. While…1 -
Re: All Vanguard Accts Out of Balance
Another more comprehensive discussion: https://community.quicken.com/discussion/7935421/vanguard-cash-plus-account-handling1 -
Re: All Vanguard Accts Out of Balance
I suspect this is the sort of issue you are dealing with. https://community.quicken.com/discussion/7948247/proper-set-up-for-vanguard-cash-plus You can search this site for related posts going back m…1 -
Re: Investment Dashboard, Performance, and Returns IRR discrepancies... please explain?
(Sidebar gripe: Why can't the programmers be consistent? Doing so is important to avoid confusion. In most of Quicken (portfolio views), Return is not the same as Performance. Yet they put the I…1