Thanks for the video. Is there a way to clear all Quicken transactions and start over? My checkbook account is so inaccurate and every time I reconcile it, it has to adjust the balance. It's a mess and I'd like to wipe out all my records and start over. Is that possible?
You can just start a new database file. I know it can seem that Quicken saves your data in some unidentifiable way when you first start using it. But it actually stores it in a single database file. If you go to file/new, you can start a fresh, empty database file. I sell an empty database file that has all my categories already set up if you are interested. It basically saves you time if you are trying to replicate my setup. www.playlouder.com/reco/yt/utm/qkn-templates/PF_general-use/non-specific
do you have a video on Renaming Rules. I have created and recreated Renaming Rules and they aren't being applied when i download my transactions. Windows PC
Love your content, and been having some difficulties with quicken. Good to view your help videos. Thanks!
Thx Norm. Glad they are helpful!
This was helpful to me, thank you!
I'm so glad to hear that!
2.03 this was the best information on getting the category right in your entire videos series - thank you
thanks for saying that:)
Thanks for the video. Is there a way to clear all Quicken transactions and start over? My checkbook account is so inaccurate and every time I reconcile it, it has to adjust the balance. It's a mess and I'd like to wipe out all my records and start over. Is that possible?
You can just start a new database file. I know it can seem that Quicken saves your data in some unidentifiable way when you first start using it. But it actually stores it in a single database file. If you go to file/new, you can start a fresh, empty database file. I sell an empty database file that has all my categories already set up if you are interested. It basically saves you time if you are trying to replicate my setup. www.playlouder.com/reco/yt/utm/qkn-templates/PF_general-use/non-specific
do you have a video on Renaming Rules. I have created and recreated Renaming Rules and they aren't being applied when i download my transactions. Windows PC
Not specifically no. But I'll put it on my list.
Grammar: You should have said "fewer problems" instead of "less problems."
Ha! Well I am more of a "math guy" after all!