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Re: Deposit Accounts vs. Cash
For #2 to work effectively, UBS needs to send those buy&sell transactions which your second error warning says they did not do. That is on UBS, so maybe talk to them. There is a setting under pre…1 -
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
