Best Of
Re: Will there be a Quicken Home and Business for Mac in the future? (213 Legacy Votes)
I can ditto Rick L. I definitely want Home and Business on a Mac. I was excited to see the Windows/Mac software for Quicken 2018 versions. Hopefully, the Mac Quicken has identical features of the Windows side. Turbotax has that and works great. I need the Home and Business software on a Mac. Any idea when that would be? I am currently using Quicken (H&B) 2017 for WindowsThanks for putting a vote for a Home and Business version. Anyone else interested in this? We still have quite a bit of functionality to add to Quicken for Mac just to get it even close to Quicken Windows so the reality is it may be some time before we get there but would love to find out how many people are interested in this.

Re: How to debug a particular transaction that is always missing in Schwab investment account update

Re: When linking fidelity 401(k) investments showing as cash balance & investments
- Backup your data file for quick recovery should anything go wrong.
- Change each of the Add Shares transactions to Buy Shares transactions making sure that cash comes from the account cash balance. (For the price paid you can use the per share cost from Add Shares transaction that was downloaded.)
- Is this a Fidelity Investments or a Fidelity NetBenefits account?
- Do the holdings in Quicken match what Fidelity has downloaded? You can get this information a couple of different ways but a fast way is to click on the upper right Gear icon of the Account Register and then click on Reconcile Shares. You will either get a message that they match or if they do not match where the mismatches are will be be identified for you. If there are mismatches identified, which securities are they?
- Does the Cash Balance in Quicken match what was downloaded by Fidelity? A fast way to check this is to click on the underlined blue Cash Balance amount shown at the bottom right of the Account Register.
- Does your Fidelity 401K account include a Core Account for settled Cash? Fidelity often assigns a Money Market Fund (MMF) for this purpose. If your account does include a Core Account MMF it will be identified in your online account Positions tab and the ticker for that MMF will be followed by "**" (example: SPAXX**).
Re: When linking fidelity 401(k) investments showing as cash balance & investments
Hello @broburke
Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I was wondering here if we might be able to easily adjust it by selecting the register under the account bar. From here in the bottom right see if you're able to click on the cash balance and adjust it to 0 out the cash. I'll leave a photo down below.
Please let us know if this helps resolve the issue for you.
Thanks,
Quicken Francisco
I have been getting a Category Sync Error?

Re: Can't see transaction register when I click on "View Payment Details" on a auto loan.
If you want to look at the register or do any kind of manipulations you'll have to change it to a manual entry account.
Re: Can I buy Quicken for MAC (64 bit) if I live in Australia or Papua New Guinea?
It's $160 for Deluxe and $230 for Home & Business for a license that expires annually - you cannot use / access your file after the expiry!

Re: R30.21 - now when opening Tax Planner or Portfolio Analyzer - tries to UN-install Quicken
and YES - clicked on Tax Planner - and it tried to install.
that is not caused by installing R31.xx -


Re: Release R31.6 Patch Causing Issues - "...Quicken components currently open..." [QFX]
> yeah... why are you manually downloading a file
> vs using One Step Update and downloading directly into Quicken ?
Because "one step update" hasn't worked for me with Capital One in years, and the "solution" offered by Quicken Support was to blow away my Quicken file and start from scratch.