Best Of
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Re: Creating Helpful Habits
https://community.quicken.com/discussion/comment/20514929#Comment_20514929 @John_in_NC I learned this lesson the hard way with our recent move. Turns out we had a bad habit of "shove it in the g…1 -
Re: can't fix (broken) online payee from Truist (caused during the Truist billpay upgrade 6/25)
yeah, I had tried validate already. but I tried it again. after validate, the same issue remains. 'this combination of payee name and account number already exists…'1 -
Re: Creating Helpful Habits
Not recent, but I learned being disciplined and a gatekeeper of my home really helps. Small, simple activities really help before things become projects or chores: Process/file/trash mail immediately…5 -
Re: Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded
As you can see in the screen shot, dividends from SLB and NXP do not download as dividends in Quicken. Meanwhile, other dividends download as expected, also seen in the screenshot. The only differenc…1 -
Re: Chase Visa transactions stopped downloading for 1 card only
Thanks Kristina, I appreciate the quick reply! Moving 40,000+transactions from the original account seemed painful so I simply deactivated and closed that account to keep the detailed history and wil…1 -
Re: Chase Visa transactions stopped downloading for 1 card only
Hello @rhinodad, Thank you for reaching out! There are a couple options to merge the accounts. First, backup your Quicken file. Then: Option 1 - Copy your historical transactions from the original ac…1 -
Re: With so many broken online billers, should we start a thread for each one?
Please consider using this alternate solution2 -
Re: Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded
This is not a one-off. I am seeing the same behavior with my international stocks after Fidelity's switchover from DC to EWC+.1 -
What happened to my Investment Registers?
Quicken did an update 16 July 2025, and suddenly when I click on my IRA accounts, I no longer see a register, just a dashboard. I searched the database and found this question in 2022, and the answer…1 -
Re: What's the best way to record covered calls?
Upon reviewing the responses and recording the entries as a series of short sales and covering sales, I have decided it adds additional complexity without providing any additional value/insight. My s…1
