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Re: Why does the brokerage balance not match?
Check the price history. Sounds like the units (or shares) got entered instead of the price per share.1 -
Re: Recategorizing expenses
I would set up an Account called Cash (not a category). Then enter the cash withdrawal to it as a Transfer. Then you can enter transactions in the Cash Account to the expense categories.1 -
Re: Can I limit the categories available to a particular account - have Personal & Business ?
I have Quicken 2013 for Windows and when I click on the Category field I can choose Business or Personal category to narrow it down. See screen shot. Don't you get this? Have you assigned all yo…1 -
Re: How much investment data will I lose when converting from Quicken Mac to Quicken Windows?
Maybe you can get the investment data from the last Windows file or backup you had. And then just add the transactions since then. I don't know if you can copy or export an investment account fr…1 -
Re: How to categorize transfers from one account to another and have them show up as expense on P/L rep
First of all if you are self employment and file schedule C in your personal tax return you DO NOT pay yourself wages or expense them. You are not an employee of the business. You don't pay your…1
