Best Of
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Re: Dividends included in income/expense reports
Thanks Tom. That worked. It look slike it had to do with the _DivInc category. I had it selected before and dividends did not show up. When I checked "Show Hidden Categories" dividend incom…1 -
Re: Marcus - Unable to Connect
Same here. I contacted Marcus and they said it's not them. They still download to "third party aggregators" like Quicken.1 -
Mac Quicken/Fidelity Investments Interface
I am so frustrated with the Fidelity/Quicken interface. The errors are continuous and seemingly without resolution. I estimate these problems began within the past year. I request that staff be assig…1 -
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
