Best Of
-
Re: Holdings view: Need % of Total Account & Ability to Customize
@J92130 Honestly, I am not trying to be antagonistic on this or disagreeable. I see the quick value in the Holdings view. My problem as I see it - while one user (you) might value Market (%) greatly,…1 -
Re: When will you fix the download for Target National Bank?
Come on guys, how difficult can it be to solve this issue. You've known about it for months. It seems to me that people just don't understand what is involved for problems like this. First …1 -
Re: I have transactions of the same Payee with different names. How to make a rule with a keyword only?
Create a Renaming Rule to change names containing 76 Speedee to be simply "76 - Speedee": You may need to experiment a little to make sure what search terms work best. You might need only &…6 -
Re: Fidelity NetBenefits rollover transactions--Withdraw should be Sold, ContribX should be Xin
I had the same experience with a rollover from 401k on 10/23/25. 401k shows no shares sold; just a withdrawal.1 -
Dodge & Cox Funds Share Split 24Oct25 Not Reflected in Account
Issue: Dodge & Cox Funds Share Split 24Oct25 Not Reflected in Account. How long does it take Quicken to correct? Timing The share split will apply to shareholders of record as of the close of tra…1 -
Re: Quicken is currently unable to verify financial institution information for download QFX file, BofA
https://community.quicken.com/discussion/comment/20518424#Comment_20518424 Chris_QPW said, "You need to separate that thought from a financial institution that is using Express Web Connect (no p…1 -
Re: Quicken is currently unable to verify financial institution information for download QFX file, BofA
https://community.quicken.com/discussion/comment/20518411#Comment_20518411 With Express Web Connect + Intuit/Quicken Inc never gets your username and password. When you go to setup Express Web Connec…1 -
Bug with Memorized Payees and Investments
This has been going on for a while with several iterations with Classic Quicken but I just came across it again so I figured I would report it. I track my HSA with Quicken. It uses a combination of c…1 -
Re: Quicken is currently unable to verify financial institution information for download QFX file, BofA
@wrb you have part of this wrong. With Express Web Connect + Intuit at no time has your login credentials. When Quicken starts the authorization process your web browser is directed to the financial …1 -
Re: Quicken is currently unable to verify financial institution information for download QFX file, BofA
I had discussions with Schwab and Quicken about Express Web Connect+ (EWC+). From these discussions, EWC+ works, as follows: When the financial institution agrees to force us to use EWC+, a new windo…1
