Best Of
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Re: Recording Dupont Spinoff
I have Quicken Classic Business & Personal (Subscription says it expired on 8/17/2025 but I know I paid it - thought it would update this date) Version R65.17 and Build 27.1.65.17 and I am on Win…1 -
Re: Unable to reconnect Schwab HSA account
Why is this taking so long to fix?2 -
Re: Unable to reconnect Schwab HSA account
Ditto. I have 14 Schwab accounts of varying types (checking, traditional brokerage, Roth IRA, work-sponsored 401k/PCRA, etc.). Four of which are HSA/HSBA - two from Lively and two from Optum. The HSA…2 -
Re: Principal Financial 401(k) shows wrong balance
Issue persists with Quicken for Mac 8.4 - Principal 401k problem persists. Total Market value is doubled because the Cash Balance still incorrectly = the Fund balance. I've submitted a fresh Err…1 -
Re: Quicken Classic Mac 8.4 has been released!
"You can now hide securities from the Securities list " Great add on, useful not see see unlisted securities and/or ones that we never want to buy ( we can unhide if we change our mind) whe…1 -
Re: Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]
@Quicken Janean Looks like categorizations of Div, CG ST & CG LT transactions are now working correctly, although memos are still missing. Not sure about other types of transactions yet.1 -
Re: Download only new data
What transaction are downloaded is partially determined by download method. Using Direct Connect, the financial institution makes the choice, using EWC+ the Q/Intuit software makes the choice. SO, wh…1
