Finances Discussion Forum

Discuss topics related to money and personal finances, including banking, retirement, credit cards, debt and more.

Recent Finances Conversations

Everytime I've transfered money, I've entered notes in the memos so I know where the money is going. When I look at the transactions, I don't see the memo at all. I've also downloaded them onto excel and I can't see it. Help?
Wouldn't it be nice if the memos we write when transfering funds to another account showed up when going thru transactions? I have a "Bills" account and I transfer my bill money to it and I always write what it is for like "Car, Insurance,Best Buy,etc." and sometimes I forget what an amount is for a...
My wife's employer provides our medical coverage which includes an HSA. She turns 65 in July and will continue working for the next few years. It is our understanding she will be enrolled automatically in Medicare Part A on her birthday, which is fine since our health coverage is through her employm...
After years of being able to download my banking account activity to input it into another planning program. USAA has changed access and will no longer be able to download our account activity. Instead you are now required to use Quicken to download account activity. Now the problem for me is that I...
Anticipating an upcoming very large medical charge I paid early on the outstanding USAA Preferred Cash Rewards card. I've paid the entire amount every month on any credit card I've had for the past forty-five years. The amount paid was an EFT bank transfer from my (non-USAA) checking account to my U...
I had a good thing going when my investment accounts were with USAA. i was able to automatically transfer money to my USAA investment accounts. Now with Schwab it seems like I can't even manually transfer money to Schwab. The Wire Transfer page on USAA says "Wire transfer services for brokerage acco...
My wife has U.S. savings bonds she has not cashed from 1995. How can I cash these with USAA?
On USAA's Web Connect page ("USAA with Quicken and Microsoft Money"), The following message is now appearing:The last day to download your historical USAA account activity will be Monday, May 25, 2020. ... You will be unable to download your historical USAA Bank account activity from usaa.com. USAA ...
I have been a USAA member for 43 years. USAA is not the customer oriented "one-stop" financial services company it used to be. USAA used to offer a full line of financial services: banking, credit card insurance, investments, brokerage, home mortgages, personal loans, etc. They still offer banking, ...
What happened to my watch list? I routinely go to see what happened each day. (Most days)I was surprised and disappointed to be unable to find it when I went there last evening. Advise.