Best Of
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Vendor Invoices
how do I customize the Vendor Invoce form and printing template? Customer invoice customization is easy. But for vendor invoices the form isn't anything like the printing template. In fact, the …5 -
Re: Import Vanguard 529 transactions w/only option, .csv files
You are missing the "opitionalSymbol" column. When they say "optional" they mean you don't have to have a value in the data rows for it, not that you can remove the column. N…5 -
Avalonbay to Vivmark acquisition
@Ray posted an idea about corporate mergers inspired by the (inadequate) downloaded transactions from his financial institution (FI). In the discussion about his idea, he asked: What transactions are…6 -
1-Month budget view needs to handle long category names
Because of the way I've organized categories in Quicken Classic for Mac, when I view the 1-Month view of the budget I've created, many of the category names are cut off. One simple way to f…5 -
Re: Why do monthly budget amounts change?
@blh387 It would help us help you if you would post a screen shot of what you're seeing in one or a few categories. The budgeted amount should not change unless you manually edit them or unless …5 -
Total portfolio performance in Quicken for Mac
The only performance reports available for a portfolio are by account, and not the entire portfolio. I have spoken to your chat person to try and obtain this and I was told it is unavailable in Quick…4 -
Multiple Exchange rates by Currency
Ability to enter multiple exchange rates against a currency with a start date (no end date as this would be infinite until a new exchange was added for the currency with a new start date). Specific/s…5 -
What does Quicken mean to you?
This post is about Quicken, but with a different angle, so I really am not sure what category it belongs. This forum mostly contains issues and complaints about Quicken. You hear about the problems a…8 -
Re: One Step Update Changes?
@lmnowik you are welcome, but you are absolutely correct. That little caret is tricky. Users have inadvertently clicked on it without realizing it. I did find though that if the caret is down, the &q…6 -
Re: STILL "Awaiting Next Bill"
So this online biller debacle has been going on for around 9 months now. So glad this was elevated to a "priority fix". It would be nice to get an update once in a while. I have to believe …5

