Best Of
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Re: missing budget items on HOME page
I am having the same problem, this is a bug. I was hoping it would have been fixed by now. My quick fix is going to the planning tab like RichardSchreyer suggested, back to the dashboard, then switch…1 -
Re: Register auto-enters bill reminders years into the future
Typically when something like this happens it is because of a corrupted reminder. It can be so bad that you can’t get the data file open because Quicken is trying put in transactions so far in the fu…1 -
Re: Unable to reconnect Schwab HSA account
Seems like the issue is affecting a lot of customers with a Schwab HSA and third party custodian all of the sudden. Not sure it matters but Lively is the HSA account, Schwab is the brokerage. Please …1 -
Re: Morning star Portfolio X-ray Stock Intersection
It does that for me. Apple 5.61% made up of the various funds I own that hold Apple and my own holding. Microsoft 6.36%, ditto Down the my 50th largest Adobe at 0.2% Now the fund holdings may be a bi…1 -
Re: AI and Machine Learning for Spending, Saving, and Account Balance Trends
I don't believe Quicken is using AI and ML for categorization. It's simply a rules engine. It uses basic logic such as "if merchant name is "Safeway" then assign "grocer…1 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
@MELCO I expect a dividend reinvestment late December. The previous one I got at end of September appeared to work OK. I remember thinking that it was an improvement to see one transaction (ReinvDiv)…1 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
@MELCO I downloaded 16 transactions including stock splits, short term and long term reinvestments. All had to be reentered manually.1 -
Re: How do I get pending transactions into the register?
I always enter the transactions I just did into Quicken. When the pending show up in the register at the bottom, it lets me compare so I know they are legit. I've had my identity stolen, so I fi…1 -
Re: How do I get pending transactions into the register?
https://community.quicken.com/discussion/comment/20475380#Comment_20475380 That's not how it works when you follow the recommended procedure for this mode. When set for the transaction to go dir…0 -
Re: Fidelity HSA - just another part of the Fidelity problems - Quicken Announcement
12-11-25: Please, what is the status of quicken posting fidelity transactions and balances correctly?2
