Best Of
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Re: Moving shares between accounts shows an incorrect transfer value (Roth Conversion)
Perhaps you should look at an Investment Performance report following the use of Shares Transferred. You should find in that report the values are based on closing prices.1 -
Moving shares between accounts shows an incorrect transfer value (Roth Conversion)
When transferring shares between accounts, Quicken reports the value of the transfer as the cost basis of the shares transferred. This is completely wrong! The value of the transfer should be based o…1 -
How do I record a conversion of a Traditional IRA to Roth IRA in Quicken?
In July 2025, I converted my entire Traditional IRA into a Roth IRA. I paid the estimated taxes. How do record this conversion in Quicken.1 -
Re: Quicken Classic creates duplicate register entries after editing transactions
What version of Quicken you are running (Help > About Quicken)? And are you using dual monitors? I encounter this sporadically as well, but I found an easier solution for me: Instead of deleting, …1 -
Re: Fidelity download issue with HSA account
I've been pretty sure from the start that this is all about HIPAA concerns and potential health information in HSA transaction details (just knowing where someone spend money for their health co…1 -
Re: My Tax Planner is Messed Up as of 1/1/2026 ***UPDATE*** IGNORE POST-FIXED IN R65.29
@markus1957 I just finished upgrading to r65.29 and that seems to have fixed the problem which was what I thought was happening. Once the dropdown was fixed, I was able to access all of my 2025 info.…1 -
Re: Scheduled Income Transactions - split Categories scrambled
So,I did turn it off, and the order did not get scrambled. But, it would be nice to have Quicken come up with a fix.2 -
Re: How do I Stop the Stock Split Pop-Up Box?
One possible reason you can’t locate historical split data in the price history is that Quicken hard-links a security to its CUSIP at a deeper level due to prior data downloads. In my case (the BYDDF…1 -
Re: How do I Stop the Stock Split Pop-Up Box?
Possible Bug? Why Quicken Keeps Prompting Me for a Stock Split I Already Entered Manually I think I’ve found a possible bug that explains why I keep getting the “Stock Splits May Be Missing” prompt a…1 -
Re: Incorrect Stock Split for BYDDF
Update: Keep getting pop-up to accept BYD 3:1 stock split – how do I stop it? Hey everyone, I could use some help figuring this out now the the split has been confirmed. I manually entered the 3:1 st…1
