Best Of
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Re: Memorized payee changes every month, so it's useless
It should work in the case you describe, but be aware that to Quicken, "contains CITY OF MIAMI" means "contains the words "city", "of", and "miami" in tha…1 -
Re: Adding Employer 401K Contributions
I use a cash type account to record notes for events or transactions that do not belong to a real world account. For your 401(k) case, you can make the payee and category something like 401(k) Contri…1 -
Re: Memorized payee changes every month, so it's useless
Will the renaming rule work if the monthly transaction changes name every month as I described in the initial post? Yes it will. Go to Tools >Renaming Rules and click on Add a rule. The rule you c…2 -
Re: Memorized payee changes every month, so it's useless
Assuming you are downloading transactions from your financial institution, you can set up a Renaming Rule to change the payee from “CITY OF MIAMI mm-dd-yyyy followed by other numbers” to “CITY OF MIA…1 -
Re: How do I start my balance on a specific date?
I believe most people use reports for tracking transactions and other financial data. It is very easy to customize the reports so they show only the current year's data….or whatever year you wan…1 -
Re: Address Problems in Invoices and Estimates
I am having the same problem. I have been using Quicken Home and Business for over 20 years. Now it's one problem after another.1 -
Re: Fix Validate/Repair Messing Up Tax Planner
https://community.quicken.com/discussion/comment/20526412#Comment_20526412 The time suck of keeping Quicken semi-functional is absurd.1 -
Re: Moving my data from old Quicken Deluxe Release R3 to new 2025 Quicken personal and business
Or you can stop converting when you get Quicken 2013 since you don’t use any online services or download transactions now. You can get 2013 Deluxe for free in that convert article. Then it will run o…1 -
Re: Elevations Credit Union CC-501 errors
https://community.quicken.com/discussion/comment/20531047#Comment_20531047 yes1 -
Re: Mr. Cooper is no longer connecting.
Hello @bshopay, Thanks for reaching out! It looks like your Mr. Cooper account is hitting an internal error FDP-103, which usually means Quicken is being told the login credentials are incorrect or t…1
