

It lets you select these categories, yet they appear NOWHERE in the budget. Except I can't include transfers or any personal income other than my paycheck in the budget. Only one month of budgeting allowed at a time and only one type of budget. It allows you to "name" a budget, implying that you can have more than one budget. Quicken doesn't allow you to see investment transactions, which it used to do (throttling).Īlso the budgets don't work properly.
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I cannot link my Edward Jones account at all. They should simply worked, as they worked before and now they don't. I have already categorized all of the transactions and am not going to start over for just two accounts. Online balances are inaccurate for two of the accounts. So I simply use the web version, which is extremely glitchy. I am on a network drive, so I chalked it up to compatibility problems.
