Quicken Community

Discussion List

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  Best report for Analyzing Total Performance including Covered Calls?

  Answered Closed EdC 62 views 3 comments 0 points Most recent by NotACPA August 5Investing (Windows)
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  Quicken Mac: import historical 401k data via csv file

  Closed Adience 122 views 14 comments 0 points Most recent by Chris_QPW August 5Investing (Mac)
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  Tags for Investment transactions

  Reviewed acs2 123 views 9 comments 7 points Most recent by Jim_Harman August 5Manage Accounts and Transactions
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  IRA to ROTH Conversion Function

  Closed scampsrp 42 views 1 comment 0 points Most recent by Chris_QPW August 5Registers & Transactions (Windows)
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  Reminders tab still disappears in linked cash account.

  Closed leishirsute 152 views 12 comments 1 point Most recent by Quicken Laura August 5Registers & Transactions (Windows)
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  Fidelity Visa download won't balance to Quicken until after 2 PM now, versus 8 AM earlier, why

  Answered Closed FOURWINN95 25 views 1 comment 0 points Most recent by mshiggins August 5Download, Add/Update Accounts (Windows)
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  Develop a Functional Bill Update System

  Reviewed Kathy9 62 views 5 comments 2 points Most recent by Earl Zier August 5Paying Bills, Online Billers & Reminders
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  Capital Gains Estimator

  Closed Cyclist 153 views 5 comments 1 point Most recent by Regina@ August 5Investing (Windows)
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  6

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  Sliding Transaction lock

  Reviewed gary.tynes 41 views 2 comments 6 points Most recent by UKR August 5Manage Accounts and Transactions
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  Need a configurable option to treat an account's Settlement fund as cash

  Reviewed ChicagoGuy 31 views 3 comments 3 points Most recent by Chris_QPW August 5Manage Accounts and Transactions
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  7

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  Pop-up a register by right clicking on the FI name

  Reviewed BK 87 views 3 comments 7 points Most recent by UKR August 5Display/UI
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  6

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  Portfolio X-Ray Custom Views

  Reviewed GTmem 51 views 3 comments 6 points Most recent by Jim_Harman August 5Product Enhancements
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  9.1.1 will not update

  Closed dk 102 views 6 comments 0 points Most recent by Quicken Anja August 5Download, Add/Update Accounts (Mac)
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  Ability to Create a Report with Mileage Categories

  Reviewed David37211 101 views 7 comments 3 points Most recent by Quicken Anja August 5Reports
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  No transaction download after reauthorization

  Answered Closed fjsalazar 71 views 4 comments 0 points Most recent by Quicken Anja August 5Download, Add/Update Accounts (Windows)
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  Undo Account Group (Q Mac)

  Answered Closed sawdustmaker 143 views 5 comments 0 points Most recent by Quicken Anja August 5Investing (Mac)
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  Username change request

  Answered Closed Karen51 42 views 2 comments 0 points Most recent by Quicken Laura August 5Questions about using the Community?
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  Scheduled Deposit Setup Question

  Answered ✓ Closed Dom1 143 views 7 comments 0 points Most recent by Dom1 August 5Paying Bills, Online Billers & Reminders (Windows)
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  Fidelity Transactions Not Downloading since about July 24, 2026

  Answered ✓ Closed BlueRacoon65 120 views 3 comments 0 points Most recent by Boatnmaniac August 4Download, Add/Update Accounts (Windows)
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  New ETF security type

  Closed John9 81 views 5 comments 0 points Most recent by jacobs August 4Investing (Mac)
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  How to remove auto inserted Paycheck? It isn't in the Income Reminder.

  Answered Closed mikek753b 261 views 16 comments 0 points Most recent by Quicken Kristina August 4Paying Bills, Online Billers & Reminders (Windows)
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  Ship To address not working on invoices and Estimates

  Closed Charles2247 21 views 0 comments 0 points Started by Charles2247 August 4 Business and Rental Property Tools (Windows)
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  Fidelity Transactions No Longer Downloading

  Closed cliffordsweet 403 views 22 comments 0 points Most recent by NotACPA August 4Download, Add/Update Accounts (Windows)
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  18

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  Standardize inclusion of Memo/Notes column in reports (Q Mac)

  Reviewed jacobs 219 views 11 comments 18 points Most recent by sddouglass August 4Reports
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  Cannot add American Express as online biller

  Answered Closed wrnoof 211 views 10 comments 0 points Most recent by Quicken Kristina August 4Paying Bills, Online Billers & Reminders (Windows)
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  Spending by Category report graph drill-down misses items in split transactions that are not first

  Closed Dgro 242 views 13 comments 0 points Most recent by Quicken Laura August 4Errors and Troubleshooting (Windows)
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  Syncing Quicken and Quicken Cloud

  Answered Closed Zerep 51 views 4 comments 0 points Most recent by Quicken Laura August 4Download, Add/Update Accounts (Windows)
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  Thrift Savings Plan - connection broken [Edited]

  Answered ✓ Closed christopherthoma 174 views 8 comments 0 points Most recent by Quicken Laura August 4Download, Add/Update Accounts (Mac)
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  Quicken is currently unable to verify the financial institution information for this download.

  Answered ✓ Closed dmmurphy1 466 views 11 comments 0 points Most recent by 66Caliente August 4Download, Add/Update Accounts (Windows)
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  Synchrony Accounts Not Posting Correctly

  Answered Closed cheinz58 61 views 4 comments 0 points Most recent by Quicken Carlos August 4Errors and Troubleshooting (Windows)