Conversations
Allow me to set up a DEFAULT of FIFO (first in, first out) for securities. As it is now, if there are multiple lots of securities and s...
I often have 100s of transactions to accept after a download. Rather than accept ALL at once, I'd like to select a group of transactions...
I have some managed trading accounts that are very active and generate a lot of investment transactions. I want to track the downloaded ...
My bank automatically initiates monthly transfers to and from (between) checking and savings accounts, and I also from time to time initi...
After downloading transactions from my online brokerage accounts, currently I'm required to "accept" each stock transaction, specifying l...
I have some account which have a ridiculous amount of investment activity in them, and every time I update the account and try to accept ...
I am having EXACTLY the same issues reported by QuickWells on 4/26. His posting is on a slightly different topic: https://qlc.intuit.co...