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Sometimes when focused on making changes in Classic, i.e. renaming, merging categories, etc., it is easy to get lost in it and forget to occasionally back up manually. I was buried in making changes for 30 minutes or so when I must have hit a wrong button, or something, and a bunch of transactions in the account were…
I'm experiencing this same problem described by someone else here: It says the discussion is closed, so I can't post in the reply. There is a link of the issue, but that page no longer exists either. I'm using Quicken Classic Premier v 8.0.1 (build 800.56243.100), macOS 15.3.1 I also tried to manually create the Check in…
i do a report of Transactions by Category i do view > expand all I export to excel i filter by the column that contains date so that I can basically toggle between summary of Total for each category or an expansion of all the transactions for that category PROBLEM - quicken report is INCONSISTENT in that it outputs a…
Easy question here, but I don't know the answer to it. When necessary we will take our car for maintenance at a local auto shop. We did this today. I'd like to create an account for tracking payments, when we have them. But we don't normally have any payments to send to them. For me, that's the problem. When I have created…
I have not been getting errors upon updates, however, my checking and savings accounts are not updating, just the credit card. Very strange that some of it is working. Anybody else having the same problem?
I would like to make the account names / labels in the register (Banking etc), and the headings across the top (File Edit, Update, References etc.) larger. I can increase the font size of the date screens (Edit>Preferences>Register>Fonts) but I cannot see how to increase the labels. I am using Windows 11, and have tried…
when will the property management tab be available on the Mac version of Classic business and personal? Or what is the workaround to be able to track properties and tenants and CAM charges etc
It seems that last year's transaction to purchase a CD and sell at maturity has been classified as un-catigorized. What to correct steps? How does one properly classify the earned interest?
Sigh Download *.QFX file from Everbank Quicken rejects it "Quicken is currently unable to verify the financial institution" Of course the QFX has the same info as it always has, including the Financial Institution info ORG EverBank FID 3997 Of course Everbank says "this is a Quicken problem" Of course Quicken says "this is…
Why is the payment due date advancing incorrectly, and there's no way to fix it?
I am running Q Premier R54.16. When I attempt to update my security prices, Q is crashing. I have already run a repair of the pricing history to no affect.
I just spent some time with chat support. I have a budget, have selected my Business Income category on budget. I am using the new invoice functionality. On the budget report it does not show the Business Income category that does show on Schedule C and Business Income statement. However in the Check Register the Category…
Downloaded and updated to the newest version and now One Step update does not display downloaded transactions. When I tried to reset my account via the Account Details/OnLine Services tab, I receive a popup that states that the account cannot be reset as there are downloaded transactions that must be first accepted. See…
Let's take a simple scenario: * Income: $10K * Capital loss: $6K The Tax Summary report and the classic dashboard's Taxable Income YTD display the income to be $4K ($10K income minus $6K loss) in this example. But technically the taxable income should be $7K ($10K income minus $3K max loss allowed). I know the tax planner…
I have several credit cards which are connected and download transactions into Quicken properly. I have each account set up on AutoPay with the bank, not through Quicken. I would like to download the balance due into my credit card register so that I don't need to manually check the balance on each account and enter it as…
Apparently there was an update to Quicken that is affecting reports on the MAC version. A new category is appearing in current and previous reports—Everything Else. This category is not list anywhere in the category lists or in my selected categories. And yet it appears. Also in printed reports it appears like this:…
Why are some transactions showing under "Other college:Maddy:Rent" instead of in the top section of Rent? They are categorized the same in the actual transactions. The "Schwab joint" account is a brokerage account and the other accounts are checking accounts - could that be the difference? I'd like to find a way to have…
Does anyone know how to reconcile crypto monthly statements?
Since Punxsutawney Phil the groundhog has predicted 6 more weeks of winter, do you have any winter plans left for the rest of the winter season? My family and I don’t have any official plans made other than my older kids’ out of state basketball tournament, but my kids have been asking (or rather nagging) us to go skiing.…
We are getting reports from customers who are trying to connect accounts from Robinhood to Quicken for Mac or Quicken for Windows that are getting a FDP-105 or CC-505 error. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the…
We are aware of the issue with Computershare downloading investment accounts with $0 balances. This is mainly occurring on QMAC using Quicken Connect. This is happening because our OFX Screenscrape (a form of EWC/Quicken Connect) is able to successfully capture account details but unable to capture account activity. This…
We’re always looking for ways to make budgeting easier and more effective for you! We're conducting a quick survey to learn more about how our users approach budgeting and how you feel about using Quicken's budgeting features. Your insights will help us continue improving Quicken to better meet your needs. In addition to…
The latest Quicken for Windows release R61.16 is now being made available in staged release to a limited amount of users. Before you install this update, we recommend performing a One Step Update to ensure your data is up to date. If you use Quicken Mobile or Quicken on the Web, this will also sync your data to the cloud.…
We have started to roll out Quicken Classic for Mac (8.0)! You can get the latest Quicken build by clicking "Check for Updates" under the Quicken menu. Thank you for your help and support. Best Regards, The Quicken for Mac Team Please take a moment to review the summary and try the new features in the product. Business &…
How to See Your Finances Clearly By Janean Comfort A Personal Financial Health Dashboard is a powerful tool for gaining a clear, real-time snapshot of your financial well-being. By consolidating all your accounts, budgets, spending, and goals in one place, it provides actionable insights that help you make smarter…
The latest Quicken for Windows Canada release R60.18 is now available to all Quicken Canada customers. IMPORTANT: Before you take this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud and also make a backup of your data file. What’s Included: What's Improved Access to the…
We have started to roll out Quicken for Mac (7.1)! You can get the latest Quicken build by clicking "Check for Updates" under the Quicken menu. Thank you for your help and support. Best Regards, The Quicken for Mac Team Please take a moment to review the summary and try the new features in the product. Charting Improved -…
We’re looking for about 10 Quicken Mac users to help us test and provide feedback on some upcoming improvements. We would do the testing the week of November 11th for about 45 minutes via Zoom preferably on a desktop, not a mobile device. If you meet the following criteria, we’d love to hear from you: Not currently a beta…
RESOLVED! 10/2/24 Citicard - Downloading Incorrect Transactions/Errors when updating/ FDP-390/CC-902
Great job to our most active members for this month!