Best Of
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Re: Schwab HSA account not downloading CC-800 error says Deleted Schwab account
I have the same problem. Was able to download before, but now, Quicken shows the account as available for download from Schwab but then after I clicked the checkbox on the page to allow the account i…1 -
Re: Fidelity monthly share sales download with generic info
While this account is syncing using OSU the monthly share sales for my monthly distribution is still being downloaded as generic withdrawals. I have to manually edit each transaction to enter the cor…1 -
Re: PNC bank upgrade affecting Quicken downloads?
@MBaron - I've noticed that PNC seems to be taking longer to process transactions with some taking as long as 4 days. Others seem to process more normally within 1-3 days. So maybe PNC is still …1 -
Re: Continuing issues with Quicken /Fidelity in reporting shares of Money Market FDRXX and Cash
I have Quicken Business & Personal version 27.1.65.17 with 43 data files started in 2010, 2023, and 2025. Each has the same investment accounts; 3 at Fidelity and 2 at Schwab. Fidelity uses FCASH…1 -
Re: Calendar options...only accounts are available and Bills, still can't figure out how to show (Q Mac)
Hi, @NitDawg You aren't missing anything. That dialog is a standard picker used in multiple parts of the program, with some options unavailable (grayed out) if they don't pertain to the par…1 -
Re: Tax Planner and Lifetime planner are broken after upgrade to latest version
Same for me. I just submitted an error report to Quicken.3 -
Re: CSV File Import for Banking Transactions not working
Maybe it honors the date format you have selected in Quicken, or perhaps the Windows date format. What format does your version of Quicken use when displaying dates?1 -
Re: "Bank Of America - Quicken" replaced "Bank Of America - All Other States"
https://community.quicken.com/discussion/comment/20526354#Comment_20526354 If you want to do it, you would deactivate the accounts from BofA, not all of your financial institutions.1 -
Re: Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)
Perhaps a couple of clarifications are in order. Most presentations of index performances do not include dividends reinvested and many do not include dividends paid. So one needs to be very clear in …2 -
Re: Transaction list for stock transactions doesn't include spin offs
Thank you Boatnmaniac, The Quicken help says click on "Enter Transactions", then click on "Corporate Securities Spin Off". However there is an interim step - It should say "E…1
