junkiesoffline.blogg.se - Fidelity cash balance is doubled in quicken for mac 2015

#Fidelity cash balance is doubled in quicken for mac 2015 install
#Fidelity cash balance is doubled in quicken for mac 2015 update
#Fidelity cash balance is doubled in quicken for mac 2015 upgrade

Improved: When adding a new security, putting that security on the Watch List is now optional.

Improved: The process for saving reports now provides more information, and reports can now be locked so that future changes to the report will not be saved.

Improved: Updated the Customize Action Bar interface to allow users to apply changes globally as well as to an individual account.

Improved: Updated the Check Pay interface to make the selection of the date to send the check clearer to avoid confusion between the Send on date and the Arrive by date.

Improved: Improved error messaging for bill payment setup.

This report identifies the highest balance for your accounts during a set time period.

Improved: The FBAR report has been redefined as the Maximum Account Balances report.

Please review this help document if you have questions.

A backup will not have connected services disabled when you open the backup via the Restore Backup feature.

If you want to make a complete Backup of your file to possibly restore in the future, use the Backup option instead.

If you only want to create a copy of your file for troubleshooting purposes or to experiment with a new feature, you can also make a copy, then reconnect any accounts you need, and proceed to use the copy.

#Fidelity cash balance is doubled in quicken for mac 2015 update

This is useful when creating an archive file you don’t intend to update in the future via download, or when you’d like to use the new file as a “template” or starting point for a new, separate Quicken file. To prevent these issues, using the Copy command in Quicken will now create a copy that has all the online services disconnected.

Using a copy of a Quicken file that contains connected accounts, syncs to the cloud, or uses services such as Bill Presentment or Quicken Bill Manager can cause problems if you perform certain connected actions in the file copy and then switch back to using the original file.

Improved: Copy and Backup File support has been updated to prevent connection problems.

New: Added the ability in Check Pay to mark Favorite billers and to use Favorite as a filter for billers that are set up for Check Pay.

New: Added option to Pay with Check Pay to online bills.

New: The delivery status of Check Pay payments will now appear on the Dashboard when there is a delivery date available.

Fixed: An issue in which Year-End Archive was disconnecting the accounts for the current file instead of the archived file.

Fixed: Automatic downloading was alerting customers to new transactions when there were no new transactions.Fixed: An issue in which the Schedule B report was sometimes improperly reporting dividend and interest income for split transactions.Fixed: An issue in which synchronization after several months of inactivity caused the Paycheck Reminder total to become zero.Improved: Added a keyboard shortcut ALT+O to use for Done in the Reconcile Summary window.Improved: For the Portfolio Value & Cost Basis, and Net Worth reports, there is now a ‘Day’ option for the interval.Improved: Check Pay customers will now be able to see what the check will look like before sending it.Improved: Bill Manager customers can more easily bring up their recent payments when using the Biller Name filter.Improved: You can now see which bills have been set up with auto-pay on your biller websites by checking the Current Bill column on the Bills dashboard.Improved: For Quick Pay and Check Pay customers, the last payment account used will be remembered and set as the default for a biller.This is intended to address scenarios where the account was initially set up with the wrong type. Improved: You can now change the account types for IRA accounts.New: For investment customers, the graph on the Security Detail View now optionally includes indicators for when the number of shares of the security increased or decreased.

#Fidelity cash balance is doubled in quicken for mac 2015 upgrade

New: Added the menu option to Pay with Bill Manager for customers using Quicken Deluxe and Quicken Starter. Choosing this option will give you the opportunity to purchase Bill Manager as an add-on or to upgrade to Quicken Premier to meet your bill payment needs.The option is available under Account Details → Online Services.

New: Added a Don't update memo when downloading option for customers who do not want their memos overwritten.This dashboard will be the default for new customers.

New: A new dashboard is available with new snapshots including Top Spending Categories, Top Payees, Uncategorized Transactions, Recent Transactions, Investment Top Movers, and Portfolio Value.

You should also make a backup of your data file.

#Fidelity cash balance is doubled in quicken for mac 2015 install

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud.