Best Of
Re: Has anyone noticed the new "Simple - Positions Only" tracking method for investment accounts?
Some odd behavior observed with Simple Investing enabled when downloading quotes from Fidelity that is not observed when Simple Investing is not enabled: $1.00/share security prices being downloaded on a Saturday (markets are closed so there should be no securities prices being downloaded at all). Here's a thread discussing this: https://community.quicken.com/discussion/comment/20126606#Comment_20126606.
Re: Gray out register reminders not yet entered
Well that clock is in a different color... What I do is expand the status column so that I can see the text and then these standout quite well.
BTW gray would be a terrible color to pick. You would want it to standout, not "fade away".
BTW gray would be a terrible color to pick. You would want it to standout, not "fade away".
Re: Express Web Connect Accounts did not update and have disappeared following One Step Update
@robdille and @ronaldmcohen I'm going to summarize my comments to both of yours here since they overlap a lot.
@robdille
On the "didn't work". I see that you didn't select the "fix". I just want to note that I tried that recently and it actually did seem to fix the problem without any loss of data for the account. But note since reset cloud data wipes all the data at once I think it is a better fix when multiple accounts are involved.
As far as what you can do to prevent it from happening again. Well since we really don't know what caused the problem in the first place no one can tell you that. One guess might be that the switch from the old FDS system to the new QCS system caused the problem, and once fixed might not happen again.
On Chase accounts. Direct Connect is free on Chase non business accounts. There isn't a special username/password for it, but you do have to enable it at the Chase website.
Select the person icon in the upper right then Profile & settings -> AccountSafe/Manage access -> Desktop software/see more
On that page it should allow you to enable it.
@ronaldmcohen
I don't think robdille knows how to switch from QCS to FDS, that information that you posted was edited out by the moderators (Quicken development doesn't want people switching)
On you having some Chase accounts setup for Direct Connect and some for Express Web Connect and the "ain't broke" statement. I have never believed in that statement. It is used most of the time to neglect proper maintenance. In my work I have to deal with very old code that could have been maintained quite easily if they keep up with it, but they wait until it breaks and then can't understand why it is much harder to change 20 year old code so it works again.
Direct Connect has always been the better system. It has "fewer parts"
Quicken -> financial institution (OFX server dedicated to this purpose)
Standardized protocol (OFX standard)
Express Web Connect has always been a problem system that will continue to be a problem.
Quicken -> QCS -> Intuit server -> non standard website
Ad hock system which is an "agreement" between Intuit and each financial institution (not necessarily the same agreement) on how to log in, and how to fetch the data, and what format it is in (Intuit does a conversion for most of these).
Note that there is also Web Connect. Which is downloading the QFX file and importing it manually. Clearly if one goes with this over either Express Web Connect or Direct Connect that is just a personal choice on convenience. Nothing wrong with that from a maintenance standpoint. BTW a QFX file is simply the "response" that would have been sent if Direct Connect was used. As in Direct Connect sends a "request" and the OFX server sends the "response". If you look at the OFX log you will see this interaction.
@robdille
On the "didn't work". I see that you didn't select the "fix". I just want to note that I tried that recently and it actually did seem to fix the problem without any loss of data for the account. But note since reset cloud data wipes all the data at once I think it is a better fix when multiple accounts are involved.
As far as what you can do to prevent it from happening again. Well since we really don't know what caused the problem in the first place no one can tell you that. One guess might be that the switch from the old FDS system to the new QCS system caused the problem, and once fixed might not happen again.
On Chase accounts. Direct Connect is free on Chase non business accounts. There isn't a special username/password for it, but you do have to enable it at the Chase website.
Select the person icon in the upper right then Profile & settings -> AccountSafe/Manage access -> Desktop software/see more
On that page it should allow you to enable it.
@ronaldmcohen
I don't think robdille knows how to switch from QCS to FDS, that information that you posted was edited out by the moderators (Quicken development doesn't want people switching)
On you having some Chase accounts setup for Direct Connect and some for Express Web Connect and the "ain't broke" statement. I have never believed in that statement. It is used most of the time to neglect proper maintenance. In my work I have to deal with very old code that could have been maintained quite easily if they keep up with it, but they wait until it breaks and then can't understand why it is much harder to change 20 year old code so it works again.
Direct Connect has always been the better system. It has "fewer parts"
Quicken -> financial institution (OFX server dedicated to this purpose)
Standardized protocol (OFX standard)
Express Web Connect has always been a problem system that will continue to be a problem.
Quicken -> QCS -> Intuit server -> non standard website
Ad hock system which is an "agreement" between Intuit and each financial institution (not necessarily the same agreement) on how to log in, and how to fetch the data, and what format it is in (Intuit does a conversion for most of these).
Note that there is also Web Connect. Which is downloading the QFX file and importing it manually. Clearly if one goes with this over either Express Web Connect or Direct Connect that is just a personal choice on convenience. Nothing wrong with that from a maintenance standpoint. BTW a QFX file is simply the "response" that would have been sent if Direct Connect was used. As in Direct Connect sends a "request" and the OFX server sends the "response". If you look at the OFX log you will see this interaction.
Re: What triggers Auto Renewal?
It seems like every company has their system set to different times and for various internal and external reasons. I have auto pay set up for my credit card bills and some will run the EFT command very early in the morning (midnight - 4 am), while others do it at night (9 pm - midnight) and others do it right after bank hours are done (4 pm - 5 pm). I don't think there's anything we can do to get them to change their schedule, if for no other reason that no matter what time they select to do this there will be some who are disadvantaged so they can't please everyone. I've just learned to keep my phone out of the bedroom so I don't hear the texts come in. It also works well for giving me some reprieve from telemarketer and spam phone calls at night.
Re: how do I report a bug - accepting trans. into register does not stay on line
Thanks Tyka!
I hope you have a great day.
Bill
I hope you have a great day.
Bill
bmissell
1
Re: I accidently reversed the Balance column and I can't correct it
Hello @captphill
Thank you for reaching out on the community and telling us about your issue. It sounds like you have it organized backwards. In order to correct this at the top of the register click on the date column header. You should see a change in the direction of the transactions in general so that we're able to organize them in the direction you like.
Please let us know if this helps resolve the issue for you.
Thanks,
Quicken Francisco
Re: Allow Check Pay Transactions to be scheduled for next month when this month's quota has been reached
I too have reached my limit too easily. Not sure if there's a way to buy more since nothing pops up. I'm finding this new service to be "horrible". Give me back the old Quicken pay service.
Re: Quicken 19 Will not authorize an activation
We may use the same Quicken for Windows install program to install Quicken on any Windows computers: https://download.quicken.com/windows/Quicken.exe We do not need to sign in to our Quicken.com accounts to obtain the install program.
Sherlock
1
Re: Does Quicken 2019 run on Windows 10 home 32 bit edition
When I upgraded to Windows 10 on that computer I choose 32 bit. I have a lot of apps on that computer that I don't have updates for, so I don't want to lose them by updating to 64 bit
dan 130
1
Re: Schwab Ol-295- Known Issue
@rolanddawson2500 - Thank you! I followed the link you provided, downloaded and installed the "US Mondo Patch Update" (even though in theory I was already running the latest subscription version R29.22), ran One Step Update, and that fixed my problem. I can now download my Schwab accounts once again!