Find the Answers to Common Questions

Select a topic below:

Accounts:

Getting Started

Creating Accounts

Creating Accounts by Direct Connect Download

Importing Accounts

Importing from Quicken®

Importing from MS® Money

Importing from Other Software

Setting Up Direct Connect Account Downloads

Direct Connect Setup FAQs

Checking & Updating Account Direct Connect Connections

Recreating Account Download Connections

Investment Positions

Setting Up Loan Accounts

Editing Accounts

Deleting Accounts

Hiding & Showing Accounts

Transactions:

Creating Transactions

Creating Investment Transactions

Editing Transactions

Deleting Transactions

Transfer Transactions

Balance Adjustment Transactions

Split Transactions

Duplicating Transactions

Setting Default Account Transactions

Recurring Transactions

Auto-Categorizing Transactions

Memorized Transactions

Transaction Filters

Searching Transactions

Payees, Types & Categories:

Creating Payee Names

Deleting Payee Names

Hiding/Showing Payee Names

Merging Payee Names

Memorized Transactions

Creating Transaction Types

Deleting Transaction Types

Default Transaction Types

Creating Categories

Creating Subcategories

Removing Subcategories

Linking Tax Codes to Categories

Deleting Categories

Merging Categories

Investments:

Investment Positions

Creating Investment Transactions

Investment Transaction Examples

Updating Investment Quotes

Editing Historical Investment Quotes

Investment Tips & Tricks

Account Downloads:

Account Downloads

Setting Up Direct Connect Account Downloads

Downloading Transactions

Downloading Statements

Importing & Exporting:

Importing Accounts

Which File Type to Import?

Importing QIF & QMTF Files

Importing OFX & QFX Files

Duplicate Transaction Checking After Importing Files

Importing Category Lists

Importing CSV Files

Exporting CSV Files

Exporting QIF Files

Exporting TXF Files

Exporting Category Lists

Reconciling Accounts:

Reconciling Accounts

Creating Statements

Deleting Statements

Reconciling Accounts Using Statements

Reconciling Accounts Without Statements

Reports & Budgets:

Creating Balance Reports

Creating Cash Flow Reports

Creating Investment Reports

Creating Payee Reports

Creating Transaction Type Reports

Creating Category Reports

Creating Memo Reports

Duplicating Reports

Deleting Reports

Creating Budgets

Duplicating Budgets

Deleting Budgets

Other Information:

Keyboard Shortcuts

Setting Document Passwords