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Re: Credit Card Pmnt: Transfer Categorization Not Working Correctly
When you download transactions from a financial institution, you have a choice as to whether those transactions automatically appear in your bank and cc registers or whether those transactions are fi…1 -
Re: Please Delete My User ID
But I do want to mention that I have never used the same Quicken Id for my data file and for this forum. There is zero requirement to do that, and I have never been comfortable with them being connec…1 -
Re: Historical Security Prices
That you imported 24 prices (purportedly successfully) yet they do not show suggests some level of corruption in the internal price history file. You might try the following: Change the ticker for th…1 -
Re: Stock Splits - Again
@mtn_living Perhaps this discussion about Day Gain/Loss (from2019!) might clarify aspects. The caveat there is you are asking about a dashboard card and the cited discussion is about portfolio views.…1 -
Re: Portfolio X-Ray - Reduced Functionality and Incorrect Graphing
Certainly looks like Morningstar offers X-Ray views to their own subscribers. https://www.morningstar.com/help-center/portfolio/xray3
