FAQ: Quicken Windows FAQ List

mshiggins

Is there a list of Quicken Windows FAQs here?
-

mshiggins

Archiving/Year End Copy

• 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]

Quicken ID Migration

Quicken ID FAQ's

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

• Does anyone know why Intuit is discontinuing the online services for my Quicken version?

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)

• How do I set up bill and income reminders in Quicken?
• How to set up Social Security on 3rd Wednesday

Rental Property Manager

• Is there a users guide specifically for rental property management features for Q2011

Reporting

• How do I customize a report

Sounds

• How to Get Quicken 2012 sounds in Windows 7
• Quicken 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

• How Do I Handle Estimated 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

• How do I update Quicken for Windows?

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? [Edit - Updated Link]
• 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

• FAQ: Are there any Windows settings that can improve Quicken’s performance?