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Re: Security reports inconsistency.
I found one such anomaly in comparing the two reports in my file. The discrepancy turned out to be a bond that was “sold” early (called before maturity). It was listed in the maturity report even tho…1 -
Re: Maturity dates for bonds and cd report segmented by month/year due
Thanks for the clarification. It is not a big deal to me personally, but I would most likely be interested in the face (par) values of the bonds maturing in the month. Short of Quicken assuming the $…1 -
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
