Best Of
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Re: Unacceptable situation with OneDrive and Quicken
I've been lurking in this thread, and the demands for Quicken and Microsoft to "fix" how .QDF files interact with OneDrive just isn't going to happen. Here's an analogy: Dema…5 -
Re: "Tax schedule" option has disappeared
See this:5 -
Client Statements
There needs to be a way to print client statements showing invoices sent, payments and current balance. It would be helpful to have the ability to export this to a .CSV file also. Currently, the only…5 -
Quicken Mac 9.0.3 Citibank direct connect error 2000
Hi Have been getting error 2000 with no reason when I try to update Citibank cards through direct connect. Have tried all suggested troubleshooting and am still getting error. Is anyone aware of this…5 -
Add Roth Conversion Estimator
In the Taxes section, along with the Capital Gains Estimator, add a Roth Conversion Estimator. What a great Tool it would add to see the results on Income, Tax Bracket, and Taxes. Definitely a Financ…5 -
IRA Transfers and Dividends Qualified vs. Unqualified
Hello, We have two suggestions for Quicken software: When we make a transfer between IRA accounts at different brokerages, Quicken requires specification of which year to record the IRA contribution.…4 -
CC-503 Error on Quicken Deluxe
I can not download transactions from my Amazon Card - Synchrony Bank. I keep getting error code CC-503. I have tried adding an account. I have changed my password. It is still not working0 -
Dates in the 'Last Payment' column should include year
The 'Last Payment' column includes a sometimes helpful 'Entered' with the amount and date below. However, it is missing the Year! Many of my bills are annual and it is very confus…7 -
Attachment Thumbnail Images
I would like to recommend that when attachments are done, that the image of the attachmen be displayed rather than just a generic thumbnail image. This change recommendation would allow the user to h…5 -
Re: BOA and Express Connect +
Sorry your support was lacking. Merrill needs to be connected to Merrill and NOT BofA. Disconnect the Merrill account and connect it to Merrill Lynch and complete investing will return.5
