FAQ: Quicken Windows FAQ List
mshiggins
Quicken Windows 2017 SuperUser ✭✭✭✭✭
Is there a list of Quicken Windows FAQs here?
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Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list
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Comments
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Archiving/Year End Copy
Backups
- How do I backup and/or restore my Quicken data? [Updated Link]
Basics
- Accounting 101 ....
- How can I access my data file across a network from a server?
- How do I use Quicken without giving bank user id and password
- How to get started as a new Quicken for Windows user
- Is my Quicken data secure? Where is my Quicken Data stored? [Updated Link]
- What Are Common Acronyms Used In Quicken And On These Forums?
Budgeting
- How can I create Budget for an Account
- How do I change my budget on my Quicken mobile companion app?
- How do I create or edit a budget in Quicken?
- How do I enter budget amounts for previous months in Q2012 for Windows. [Unavailable]
- What Can You Tell Me About Budgeting in Q2013?[Unavailable]
Display Issues/Fonts/Size
- Quicken Window Sizing Problems (main window)
- Windows Scaling Problems (text or controls not properly sized)
- Why can't I see anything in tips and tutorials?
Downloading/Importing Transactions
- A program to add the account name and type to QIF files so that Quicken will import them.
- Actions Windows Desktop Users Can Take to Remedy Connection Errors
- Cannot download from NEFCU; error OL-393-A [Unavailable]
- Download Old Transactions
- Download transactions prompt 'close current file [Unavailable]
- How do I download more than 30 - 90 days of transactions from bank to Quicken?
- How to Import QIF Files Into Non-cash Accounts, post-Q2004
- How does Quicken connect to my bank?
- How Does Quicken Determine Which Downloaded Transactions You Can "See"?
- I have a manual account I want to activate for downloading, how do I prevent duplicate transactions?
- I installed 2012 upgrade and now cannot get quicken to communicate with my bank. [Unavailable]
- I’m receiving an incorrect password error, error CC-503, or error 103 when I try to update my account in Quicken.
- Is there a way that will allow you to import transactions from QIF/CSV/Excel/OFX files into Quicken Windows?
- What do I do if I am missing some transactions when downloading from my bank?
- What is the difference between Direct Connect, Web Connect and Express Web Connect
Errors
- Error Code 7847 [Unavailable]
- How to Handle Pop Up Warning "The Transaction is a Deposit, and Cannot be Printed as a Check"?
Installing
- Can I install Quicken on multiple computers?
- Do I have to uninstall my old version of Quicken before I upgrade?
- How do I download Quicken from Quicken.com after I buy it?
- How do I install Quicken from a CD/DVD?
- How do I move my Quicken Data files between computers?
- How do I use QcleanUI to uninstall Quicken? And why would I need to use it?
- Installing and using Quicken 2015 Windows on machine without network.
- What are the system requirements for installing Quicken?
Intuit ID
- Why is Quicken asking me for a username and password? What is an Intuit ID, and am I required to create one?
- Is the Intuit ID and/or my data stored to the cloud?
- What do I do if I forgot my Intuit ID username or password?
- What is the Intuit ID?
- Where is my Intuit ID saved?
[Intuit ID FAQ's Unavailable]
Investing
- Best way to handle distributions from IRA
- Bill reminder for Investment transactions
- Convert Share Class for Mutual Fund
- How do I record a transaction in my brokerage account for the transfer of stock to a charitable institution?
- How to do an IRA distribution as a transfer of stock
- Managing Placeholder Entries in Quicken for Windows
- PLACEHOLDERS deciphered - If you are frustrated with placeholders read this.
- Security Price History Problems [Unavailable]
- TIAA-CREF Systematic withdrawals & interest payments in Quicken
- Why is Quicken downloading no price or a zero price for my security?
Loans
- How do I convert a loan account that automatically downloads transactions, to a manual entry/scheduled reminder loan account?
- How do you set up an interest-only loan?
- My loan accounts are different than what I'm used to in Quicken - how do I start?
Mobile
- How do I set up alert notifications for my mobile app?
- How do I set up Quicken Mobile for Quicken 2014 for Windows? [Unavailable]
- How do I use the Snap and Store feature for Quicken mobile?
- How do I view, edit, and add transactions on my Quicken Mobile App?
- What is the Quicken Cloud?
Online Service Discontinuation
Quicken.com
- How do I copy my investment portfolio to Investing.Quicken.com?
- I can't find the portfolio I uploaded from Quicken 2014 to Investing.Quicken.com?
Reconciling
- Have 2 "deposits, credits" in reconciliation before any item is checked (odd/unusual starting position) [Unavailable]
- How do I save the sort order (or set the default) in the reconcile window?
- How does Quicken determine which transactions qualify for a reconcile?
- Quicken 2014 doesn't reconcile to online balance/reconcile balance shows 0.00
Reminders (aka Scheduled Transactions)
Rental Property Manager
Reporting
Sounds
Support
- Quicken Phone Support available
- Refund Requests: How do I request a refund for my Quicken product?
- Why is Quicken charging me for product support? Where can I get free Quicken support?
Taxes
Transaction Handling
- Duplication in credit card and checking account transactions [Unavailable]
- FAQ Automatic Transfer Detection Usage
- How do I categorize transactions in Quicken?
- How do you delete duplicate Flex Spending entries attached to single deduction in Paycheck?
- How Do I Move Transactions Between Quicken Accounts?
- Register messed up, missing transactions or not showing transactions as it used to.
Updates/Patches
Upgrading/Converting
- Can I upgrade Quicken from an older version to a newer version? Will Quicken convert my file?
- How and When do I use an intermediate version to convert older versions of Quicken?
- How to 'merge' two Quicken files?
- I Have an Older Version of Quicken (2003 or earlier), Can I Upgrade to the Latest Version of Quicken? [Unavailable]
- Unable to complete the file conversion process to Quicken Windows 2014; dialogue box is blank or missing buttons [Unavailable]
- Unlink 401(k) cash account after conversion to Quicken?
- What happens with my Quicken data when I upgrade? [Unavailable]
Performance
Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list1
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