enter pending transactions into moneyspire

#Enter pending transactions into moneyspire how to
#Enter pending transactions into moneyspire software
#Enter pending transactions into moneyspire download

I spent more than 40 minutes, mostly on hold, and then the call just dropped. I called the Quicken help desk and the tech rep had no clue.

#Enter pending transactions into moneyspire download

I have been getting error messages when trying to download my Fidelity account. This is not about me being a technology neophyte.

#Enter pending transactions into moneyspire software

I consider myself to be a very competent and experienced user of financial software and online services. I have used many sophisticated software packages over a long career in finance.

#Enter pending transactions into moneyspire how to

It can be difficult to figure out how to do some things and generate certain reports as the process can be rather circuitous. The result is a convoluted menu system that is difficult to navigate as it is not intuitive. As unsafe as the internet has become, and I have been victimized many times over the years for account compromises, who can trust your data online anymore? I sure don't and never will. I vote they go back to offering the perpetual version for those of us who don't need or want the ability to sync online. Since I don't use Quicken on my phone then I really don't need the cloud sync and prefer it to be local especially when it isn't reliable. However, I do save all my Quicken data externally to other services. I don't use any bank connections because I don't trust them and enter everything manually. Days ago I sent a screen capture to Quicken showing the problem, but haven't heard back yet.Įven though I still have another year of my subscription, I disconnected from their cloud and will continue to just use it locally without the interference with their screwed up cloud backup. I wanted to delete everything then do a new sync from the desktop app, but the website has been down since I tried to use it three days ago. I found a lot of duplicates and unknown data on my Quicken Cloud account when it was working and there is no explanation telling what it is. The only good thing about the subscription is once paid for I can continue using Quicken even if I do not resubscribe for the online/cloud services which for me are just a backup vault and that needs fixing. I wish I had only made it for one year only. While there I took great pleasure in not renewing my subscription which was already paid for with the two-year subscription. The only part I can access online is for my account information.

I even uninstalled the desktop app twice then reinstalled it using the latest copy on my account page. I have tried repeatedly to access that data online to manually delete it only that website has been down for several days.

It removed the 2019 from the 2020 data file, but as soon as I did an updated Cloud sync it put all that old 2019 data back into my current file. The last three days I can't access it which I needed to do to delete old 2019 data that should have been deleted when I chose not to include it in my 2020 data after doing a Year End backup. More button so that you can easily add multiple transactions at a time.One problem I have had is the cloud service connected to the desktop app always seems to be down. Pressing the Control + Return key on the keyboard will automatically activate the Add This specifies the account you wish to transfer funds to (or from for the specific investment action (such as transferring dividends to a checking account, for example). This specifies the total of the transaction. This field specifies any fees and commissions for sale and dividend transactions for an investment. This field will be automatically filled in with the current investment price specified in the Portfolio. This field specifies the investment price-per-unit for sale transactions. This field specifies the number of shares sold or purchased for sale transactions. This field specifies the dividend amount for dividend transactions. To setup a new investment, click the Portfolio button from within the investment register. This is the investment the transaction pertains to. Deposit: Deposit cash to an investment account or record miscellaneous income.Withdrawal: Withdraw cash from an investment account or record miscellaneous expenses.Cover Short: Cover a previous short sale.Reinvest Dividend: Reinvest a dividend from an investment.Dividend: Record a dividend from an investment.Below is an explanation of the fields you have to fill in: Date Then click the Add button to add the new transaction to the account. To add a new transaction, first click on Accounts on the top, and then double-click on the desired account. Investment transactions help you keep track of your investment activity, such as stock purchases and sales. Adding Investment Transactions Adding Investment Transactions