I use Venmo for a couple of different things, and I don't think this is being accurately accounted for in Quicken. I am new to Quicken Online, was an old school Quicken (3.5 Floppys) user back in the 90's and decided to return to keeping track of things.

I add funds to Venmo from 1 of 2 different Checking Accounts which are each at different banks (The Checking Accounts are added in Quicken). One Wells Fargo the Other a Credit Union. If I add funds from the Credit Union, then transfer to Wells Fargo I save myself a trip to an ATM/Bank etc. and having to withdraw at one bank and go deposit in another. I'm not sure how to best categorize these transactions in Quicken? I'm adding the Venmo account to Quicken as well since I think this is part of the missing piece of the puzzle.

I also use Venmo to pay for goods and services occassionally as well as sending money to friends and family for various things. They will also send money to me from time to time. So these types of transactions I would also like to keep track of.

Any help or suggestions would be greatly appreciated.

Thanks,

B

Has anyone done this successfully?

AI says it can be done (login will determine the Quicken version), just want to confirm and get a 2nd data point.

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It started in mid-may so I can't breakdown my starting balance with carry overs.

Is there a way to eliminate and start over with a start date?

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I have the accounts list column on the left-hand side. It's defaulted to sort by Banking (and it sorts by checking accounts first, and then savings accounts, and then credit cards, etc.)

The issue:

I have a LOT of accounts. I added/linked (via EWS+) some additional Citibank accounts (checking and savings). They do not show up on the list, but at the bottom of the accounts list, there's a "more accounts" in italics. If I click that, I see the two new accounts, but I don't see any way to get them to show on the main list (me thinks there's either a hard-coded number of accounts it can show or some setting somewhere that limits the number?)

Normally I've been able to click on the "more accounts" select the one(s) and then it'll auto-add it to the list, but not this time.

Is there a way to select to filter by categories, by date.

When i tried, it sorted by categories and the transactions were listed oldest to newest in the register, When I then selected date, i lost the category filter.

I set up a loan account in Quicken with the loan details.

Questions.

1. Why does the loan account have "Hide in transaction entry lists" greyed out in the account details?
2. Why does the loan account have no associated register?
3. How do I enter the transaction for the down payment? Is it a transaction from my bank account? The loan account has no visible register. Or do I just create an expense category for the down payment?

I'm using Quicken Classic Premier for Windows 11.

2) si affirmatif comment trouver un quicken 2004

MERCI de votre réponse car je suis bloqué dp 27 03 2026
——

Translation:

QUICKEN 98 TRANSFER TO QUICKEN 2013

1° Is it true that it is absolutely necessary to go through QUICKEN 2004 to transfer data from Quicken 98 to Quicken 2013?

2° If yes, how can I find a copy of Quicken 2004?

Thank you for your response, as I’ve been stuck since 03/27/2026.

If I change the name, will the transactions in the existing account (the one where I am having manually download transactions) stay in a separate account? If that's the case, I think I may just continue to manually download, even though that is nowhere near as convenient.

Most of my expense categories are now in the Personal group. I want them in the Business group.

I've read the article about assigning categories to another group, but that only works for Custom groups. I have also checked the Tax Related box and entered the Schedule C and line item. Nope, still in the Personal Expense group.

I've spent more than an hour researching this and have found no solution.

So how do I do that? Or is that just not a feature of Quicken?

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I am new to Quicken with a subscription to the Desktop version of Quicken Classic Premier. In going through the setup, I downloaded all my bank account information from my bank. When the file was imported, I saw that the transactions went all the way back to 2023. It is not necessary that I have 2023 and 2024 information in Quicken, and I need to know if I can just delete all of these transactions and then enter an opening balance for the register as of 1/1/25, which would be the ending bank balance per my bank statement of 12/31/2024. I would appreciate the Community's help with this.

Thank you in advance.

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What's the best way to start a fresh file? I can archive the old info and just start with an empty file. I want to bring in balances as of January 1, 2026. I'd rather not enter all the account info. Several credit accounts, savings, checking, etc. I've never tracked my paycheck correctly. I've never used Quicken to track a loan. Now is the time!

Any suggestions for First Steps?

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Anna