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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 -
Re: Incorrect avg annual return % in Performance reports
Test case: This is my test case transaction list Began the year with three assets - Cash, AAPL, and VFINX - all at a $10,000 valuation. AAPL paid out 3 dividends totaling $55. VFINX paid out one divi…3 -
Re: Spending reports showing Stock purchases as "uncategorized" transactions
I will suggest it is simply an unfortunate consequence of some enforced Quicken programming rules or policies. It seems to me Quicken tries to require that every transaction be categorized to an expe…1
