In Windows, if I had a transaction with multiple split lines, I could copy the category from the previous split line with a keystroke. I can't find any way to do that on the Mac. For example, I just bought a pair of prescription glasses. I have a transaction with split lines for the frames, the lenses, the lens coating, etc. I want each of them coded to Medical:Vision. It is unnecessarily clumsy to retype the category (or as much of it as it takes to identify the unique subcategory).

Can anyone help me with a keyboard shortcut or other suggestion? Thanks.

FDRXX account continues to be not downloading…was workoing fine then disappeared, reappeared briefly and now gone for months, never to return.

All other Fidelity accounts working fine.

Looking at the Account balances for all accounts in the list, there is a very significant difference in the actual for just one account. The account is reconciled, but the balance on the list of all accounts hasn't changed. I have been using Quicken for decades and have never seen this.

HELP!

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Now the January reconciliation shows an uncleared balance in Dec., even though the beginning and ending balances match the bank statement. The ending balance for Dec. bank statement matches the beginning balance of the Jan. statement. The uncleared amount on Quicken is $2.40. There are no charges or credits for this amount. There should be no uncleared amount when I start the Jan. reconciliation.

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When I download items to a register they are put in with a blue check mark. I do not use reconcile on many of these registers as it is unnecessary. But I still would like to select all items in a range with a blue check mark, and set them to green, because I have reconciled them by hand (necessary in many cases.) Can we please consider an additional menu item to switch a selected group of blue checked marked items to reconcile green? It would help greatly on registers I cannot reconcile by automatic means. Thank you.

I am suggesting that if I option click a check box, that row becomes the selected row, and the screen does not jump back somewhere else. This feels like a bug

Thank you

Somehow, but I'm sure it's my fault, I have multiple Quicken Accounts for the same Bank of America checking account. Some visible, some hidden. 1. How can I combine them into one and make it the only one visible?. 2. How do I designate that the remaining account as the only one updated via downloads from BA? Thank you.

In Q2007, I could get/make a drop-down of various entries besides a check number. I currently can type in what I want, but there is no drop-down. In Q2007, I could type the 1st character and tab, and the system would fill it in. It's tedious to type each one.

Does anyone else do this, and what is a quick fix?

Paulette

 I posted this back in December and it was closed with no explanation.

I posted this issue was still an on going problem that Quicken says was complete and this issue was closed.

 I am still having reconciliation issues with my brokerage accounts. Transaction are downloading properly into the correct account. The issue happen every time I download Dividend Income transactions. This is the same issue that was posted back in September with Fidelity upgrade. At that time you posted that we should let Quicken create the reconciliation adjustment. On Fidelity cash show up in Fidelity Cash Reserves (FDRXX). In my Conversations with Fidelity they stated that all there issues are resolved and this one is a Quicken issue.

 This was posted but seems to be incorrect.

 Quicken Mac users:

• The Money Market security will disappear automatically and be set to cash. Customers whose cash balance is incorrect should perform a reconciliation with the online balance and enter an adjustment to correct the cash balance. From that point on, you will be good to go.

This specific account is less than a year old.

I also observe in a Test File that a fresh import into Quicken of only the Fidelity IRA account, everything is balanced and in agreement.

The specific IRA account in question has only one entry that involves any other accounts in the Quicken file. (The problematic account was created about 11 months ago by a transfer of funds from another traditonal IRA account.)

I am wondering what the best way to eliminate the roughly $33K issue is. I can think of 3 options. And if something else is the best approach, tell me.

#1. Do I just delete the problematic Quicken account from my file and import a new account data set? (If yes, how do I do that?).

#2. Do I close the problematic account and create another? (I am assuming this is possible since I could download all the data into a new Quicken file.)

#3. Do I just delete all the transactions mentioned above and accept the $3.00 difference between Quicken and Fidelity?

For some reason, one credit card account is showing two duplicate payments each month. That's causing the balance on the credit card to be increasingly positive each month.

I don't know which of these transactions is the right one and which is not. I suspect the bank account and the credit card account are both showing a payment and not recognizing that one is a duplicate.

How do I reconcile this? Screenshot attached.

When I update accounts on Quicken Windows, accounts with new transactions are flagged in the account sidebar, and when I go to an updated account, I can accept the updates or do other things. On Quicken Mac, after an update, accounts with new transactions are flagged in the sidebar, but when I go to an account, I can't tell which transactions are new, they're just shown as cleared, like all other cleared transactions. It would be very helpful if Quicken Mac desktop would somehow show which transactions are new when going to an account after an update.

Is there any existing visual indication that I may not be displaying? If not, would be be possible to somehow indicate new transactions and have a way to accept them or otherwise clear the new state?

Banana Republic Card, I have no idea. I select the proper option offered by Quicken, and it still tells me the credentials are wrong. Which they aren't. Sometimes, it even says there is no account associated. Which is not true.

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I am an ATM vendor(cash machines). My inventory is cash which of course runs through my bank accounts. I do not want the electronic deposits to reflect as income nor do I want my withdrawls of cash that I use to load my machines to reflect as expense.

Any ideas how to show the movement of cash through my bank accounts by way of asset and liability, such as I did with Quick Books.

I tried creating a csv and importing that, but quicken leaves off important information such as tags and is very persnickety how it handles csv files. And it won't import csv into an existing account.

So I wrote a new script which creates a QFX file, however, Quicken rejects this, probably because it does not contain a recognizable bank name. So it appears that Quicken Mac is unable to import transactions of any sort from a non-bank source.

Any ideas on how to get a list of transactions into Quicken Mac without having to simply re-type them?

I've been a Mac user for over a decade and getting weary of running Quicken in a virtual machine. The Mac version runs much better, with this glaring deficiency.

This seems like a basic and very useful feature, especially when reconciling accounts or trying to review what has actually cleared the bank versus what is still pending. For example, if I am investigating a discrepancy between the register balance and the bank balance, it would be extremely helpful to quickly isolate only the cleared items.

Is there a reason this capability is not available in Quicken Mac? Is it planned for a future update, or is there some workaround that provides the same functionality?

I would appreciate any clarification from the Quicken team or from other users who have run into the same limitation as this seems like a glaring omission for such a basic feature.

Thanks,

Mike

We were unable to connect to Fidelity Investments. Please try again later. If this issue persists, contact Quicken Care and report this error code and institution name. (FDP-101)

The following from that thread makes sense to me (my emphasis):

"In the case of a deposit, you are the payee, but the payor is what is recorded because you own the account so that isn't the important part for the transaction, the payor is in this case." (-forum user Chris_QPW)

With that logic, the name of a bank that I received an interest deport from, or a person who wrote me a check, is entered in the PAYEE field.

However, when I looked in help (a link from my Quicken app): info.quicken.com/mac/ I see this:

"Payee (default)

Shows the name of the person or business paid or receiving the deposit."

My interpretation is this is for when I pay a person or business (that is obvious), but if I get paid interest by a bank, or someone writes me a check, entering the name of the person or business that paid me in the Payee field (of a deposit transaction) is not discussed. PAYEE should be the person or business paying me, correct?

The user in the thread I mentioned also postulates an explanation of the PAYEE terminology use, and it sounds reasonable to me: "They had to pick one term, and they picked payee, they maybe should have picked something more generic, because never payee or payor is going to be correct for all transactions. Between Payee and Payor, Payee is the better choice because you have more transactions where you pay people in most accounts, than they pay you (as long as you aren't a business)."

The current values for the Cleared Status field are "Cleared" (blue checkmark), "Reconciled" (green checkmark), or "Neither reconciled nor cleared" (no checkmark). Add a new value for "Pending" (red? checkmark or question mark).

From what I've seen in the discussions, some institutions include pending transactions in their downloads — if these transactions can be distinguished, simply set their Cleared Status to Pending.

Other institutions do not include pending transactions in their downloads, but they do include the pending transaction amounts in the account's online balance amount. Even though they are pending from the bank's perspective and not downloading, I usually have already these transactions entered into my Q register, either added manually or as scheduled transactions. In either case, I would happily manually set the Cleared Status to Pending. And then when they eventually downloaded from the bank, Q can override the transaction's Cleared Status to Cleared or Reconciled as appropriate.

My bank is one of the latter institutions, which is why my account only reconciles when it has no pending transactions. I've asked the bank to change (or correct, in my opinion) their download, but I doubt that that will happen. Below is my prior discussion about this topic but I don't think it's worth reading; I only include it for reference.

https://community.quicken.com/discussion/7968286/automatically-reconcile-my-cleared-downloaded-transactions-q-mac

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