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Re: Is there a report that subtotals transactions by Tags and then by Categories?
The Banking Report = Cash Flow by Tags = provides "Inflows" and "Outflows" by category line with columns for Tags. There is a final column for the totals across all tags. A column…1 -
Re: RERFX vs RERGX
Hard to say. Maybe even a user problem. Somewhere along the line, a mismatch has been generated ans accepted. Do you have both securities in your Quicken file? Make sure you do with the correct ticke…1 -
Re: MANY THINGS WRONG WITH QUICKEN- BUT NO ONE LISTENS TO ME
The primary reason I have to recommend multiple posts is that it takes detail and explanation to describe each issue or problem. Discussions limited to simple one-line statements like "AAR% is w…1 -
Re: Recording WK Kellogg (KLG) Spin-Off
I agree with the comments from @Tom Young. but I sometimes struggle with how to best integrate the current Corporate Spinoff behavior with my desired Quicken behavior. My desire is to have transactio…2 -
Re: Security Prices - Issue with yesterday's closing prices changing to today's price for all holdings
Further to this red-herring about financial institutions is the hierarchy of entered prices Quicken uses. Manual price entry Current Price (Quote) Historical Price (Quote) Price downloaded with broke…1