Best Of
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Re: How to Handle Renamed Security that Keeps the Same Ticker Symbol
So you now have two securities in Quicken - Small Cap Fund Retail and Small Cap Retail. I would: Edit any transaction that use the Small Cap Retail name and change it to Small Cap Fund Retail.. In th…7 -
Re: File/Copy or Backup File window will not let me create a Year End file
This window appears to have been truncated. Are you using View / Use large Fonts? If so, temporarily turn Large Fonts off Are you using any other display setup with a magnification factor greater tha…1 -
Generating invoices, software is changing customer info to Billing info
Recently updated to R65.17. While creating invoices the system is changing all the Customer info to the billing info. I went back to earlier created invoices and it has done the same to previously su…1 -
Account balance column and investing register don't match.
When looking at my investing page with the "accounts" column on the left, the total of 1 account is less than the market value total on the investing page on the right. I can't find an…1 -
Re: Quicken is logging updates to the wrong accounts - the online totals do NOT matching the app totals.
If have have 2 credit cards by same vendor example Chase that use the same login , it is logging payments to the wrong credit cards and other transactions to the wrong account. I have to manually adj…1 -
Quicken is logging updates to the wrong accounts - the online totals do NOT matching the app totals.
Quicken is logging updates to the wrong accounts - the online totals is not matching the app totals This is getting very frustrating…I am having to manually delete transactions and apply the payments…1 -
Re: Bank of America mess
Thank you for your updates. Unfortunately, I have joined this club. Having the same issues with my BofA accounts. I've been a Quicken user for many years, but this is unacceptable. Unless I can …1 -
Re: Oakmark Funds & Janus Transaction Download - Issues with Password [Edited]
@Quicken Kristina I still have Quicken Premier Windows 51.12 installed on another PC - see attached "QuickenVersion.jpg". I have been using Janus and Quicken for years. The above PC is usin…1 -
Re: Oakmark Funds & Janus Transaction Download - Issues with Password [Edited]
December 2025 release Version 65.29 (Build 27.1.65.29) still has the problem. Back to Version 64.30.1 -
Re: Oakmark Funds & Janus Transaction Download - Issues with Password [Edited]
I'm not able to add an Oakmark password in the password vault or in updating Oakmark directly from the Oakmark "Update Transactions" button in any release later than release R64.30. Re…1
