Best Of
-
Fidelity IRA account multiple problems with balance, cash, realized gains/loss, add shares
Quicken overestimated my IRA cash balance today by 17942.93. The last time I looked closely at this was 11/8/25, when Quicken was short 407.62 due to cash (a long time problem). Today, Quicken is ove…1 -
Re: Correcting Price History Errors After Recording a Stock Split
1. Yes, I would go ahead with the manual updates. Depending on your patience level, you could try building the csv file for a few dates, importing it, requesting a historical price update, and seeing…1 -
Lifetime Planner not Supported
I just found out today that the Quicken Lifetime Planner has not been supported for several years, yet we pay for it….. This is the response from Quicken on the incorrect RMD age that Quicken current…0 -
Re: Tax Planner Errors
I've deleted the scheduled transaction. Created a new scheduled transaction. Backed up the file. closed the program. Restarted Quicken. TP showed the correct entry for January and all looked goo…1 -
Re: Tax Planner Errors
@petermartin1950 You have not answered m question about your Sync setting, which I think may be what is causing the problem you are seeing. To repeat: If you go to Edit > Preferences > Mobile a…1 -
I can't find "Tools" in Q classic
I'm running Classic for Mac, 8.4.2 on Mac OS 26.2 on a Macbook M3. I just added AmEx accounts to Q, and about 1/3 of the categories are bizarrly wrong. In Q help, I found instructions tellime me…1 -
Re: Portfolio X-Ray not recognizing ETF stock funds
Hello @ralph8947, Thank you for letting us know you're also encountering this issue. I merged your post with the ongoing discussion. This is a known issue that our teams are working to resolve. …1 -
Re: One Step Update Not Completing
@Quicken Alyssa I ran it a second time and this time it took 13 minutes. It was slightly faster. It spends most of the time executing updating data. Andy1 -
Re: Migrating your Discover Card to Capital One
This is what worked for me Right clicked discover account on left hand list, clicked edit, switched to online services tab and then deactivate button. Then following the initial poster's steps, …1 -
Re: Migrating your Discover Card to Capital One
Did the same and everything works. Deactivated my Discover card account. "Added" a new Capital One account. Capital One then asked for data sharing approval. Ok'd that. As I had a prev…1
