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Previously used register memos are being pulled into downloaded transactions
When I download transaction from institutions and Quicken renames them from what they are named by the institution, Quicken includes in that rename previously used register memos for that payee. For …1 -
Re: Request: Business report for detailed transactions grouped by category
So what you want, I think, is basically the Business Income Statement — a report of business-only categories of income and expenses — but expanded to show transaction detail for each category. If you…1 -
Request: Business report for detailed transactions grouped by category
When creating a detailed transaction (considering all accounts, including personal ones), I need an option to be able to filter Business only transactions and have it grouped by category. I can do th…5 -
Re: Feature Request - Stop scrolling to top on Refresh
Hello @SteveInReno, I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below). Ideas are also revi…1 -
Re: Bank of America Reconcile Balance includes Pending Transactions
I posted recently that the problem of the BofA reconcile balance including Pending transactions had disappeared but that I was skeptical. I reconcile today amd the reconcile balance still includes th…2 -
Re: Online billers - ongoing issues
OK, seems EVERY online biller is broken in QWIN. I have a bill that should show for 1/7/26. It shows for 2/7/26. Every time I change it, it comes back. This is in reminders. NO bill this month and th…3 -
Re: Elevations Credit Union CC-501 errors
Sorry for the late post. I just now found this blog. On Monday December 8, 2025, Andrew Smith, Vice President of the Contact Center, called me back as he promised regarding the error code 501 on Quic…1 -
Re: CD Mature/Renewal
Personally, I just roll CDs over into the same account, with either renewing the whole balance or just the original amount with a withdrawal/transfer of the interest paid. I've never felt the ne…1 -
Re: Quicken 2014
The issue you are facing is that QWin 2014 was the 1st year where the product needs to be activated on an Intuit server. Intuit sold Quicken in 2016 and the Inuit servers for that have long ago been …1 -
Multiple accounts corrupted when opening Quicken
In the past week I have multiple accounts display the wrong balances and transactions. My credit card account shows no transactions at all. I can go back to a backup from the day before and everythin…1
