Quicken Community

Discussion List

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  How can I properly record a Roth to traditional IRA recharacterization?

  Answered thetallestpaul 41 views 4 comments 0 points Most recent by Jim_Harman January 6Registers & Transactions (Windows)
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  Auto-Entry of downloaded transactions

  rfmoskowitz 61 views 9 comments 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
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  How to record Car Loan Payoff with Trade-In towards New Car Loan

  Answered ✓ drew2u 61 views 2 comments 0 points Most recent by drew2u January 6Registers & Transactions (Windows)
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  Schwab HSA account not downloading CC-800 error says Deleted Schwab account

  RAFSF 122 views 12 comments 0 points Most recent by Quicken Alyssa January 6Download, Add/Update Accounts (Mac)
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  Check Number field changes my entries.

  JMack436 11 views 2 comments 0 points Most recent by JMack436 January 6Registers & Transactions (Windows)
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  Warning Message - Add Details tab to show which reminders are not supported [Edited]

  ricesquared17 41 views 3 comments 3 points Most recent by Quicken Kristina January 6Paying Bills, Online Billers & Reminders
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  Why does one of my Quicken Classic accounts refuse to use a FIDELITY symbol I have inserted?

  Answered FOURWINN95 21 views 1 comment 0 points Most recent by Tom Young January 6Download, Add/Update Accounts (Windows)
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  Lost ability to use Payment Account

  hofer5 51 views 9 comments 0 points Most recent by hofer5 January 6Errors and Troubleshooting (Windows)
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  Budget format to print/export (Q Mac)

  Answered Wyodad 33 views 3 comments 0 points Most recent by Wyodad January 6Budgeting and Planning Tools (Mac)
• 
  Need Help with Change of Ticker in Quicken

  Answered Flux 11 views 3 comments 0 points Most recent by Flux January 6Registers & Transactions (Windows)
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  401(k) buy transaction doesn't reduce cash balance on Quicken Classic for Mac Premier

  Lampatrick 61 views 8 comments 0 points Most recent by Quicken Alyssa January 6Investing (Windows)
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  Why am I missing some Individual Accts in BofA Corporate Acct during Express Connect+ Plus setup?

  Answered koberoi 62 views 7 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
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  Report ALL balances by Financial Institution

  Reviewed EmKay 91 views 3 comments 4 points Most recent by Dimitri11 January 6Reports
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  Explore What ifs and tax link cause error messages about being unable to uninstall [Edited]

  Lance C 71 views 6 comments 0 points Most recent by Quicken Kristina January 6Budgeting and Planning Tools (Windows)
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  Reauthorize/download issues with Fidelity [Edited]

  Answered watsonda1 61 views 6 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
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  Quicken Classic for Windows Merrill Lynch BofA Syncing issues

  QknKSM 51 views 3 comments 0 points Most recent by Quicken Anja January 6Errors and Troubleshooting (Windows)
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  An investment transaction appears on the Web app that is not (nor has ever been) on Desktop

  Answered JeffPend 31 views 5 comments 0 points Most recent by Quicken Kristina January 6Errors and Troubleshooting (Quicken on the Web)
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  MidFirst Bank cannot download, cannot reconnect

  bumgarb 1.8K views 69 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
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  Export "All Transaction" to Excel - split categories are formatted incorrectly

  Reviewed mjbank 1.2K views 13 comments 28 points Most recent by UKR January 6Product Enhancements
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  how to fix the sign ( money - or +) for a whole column

  M.Robin 54 views 4 comments 0 points Most recent by M.Robin January 6Registers & Transactions (Windows)
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  Categories for Investment accounts

  Reviewed Russell0 33 views 3 comments 1 point Most recent by Jeeter January 6Ideas for Windows Classic
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  Why does Tax Schedule Report include realized gains in IRA account?

  Answered SVanDee 34 views 3 comments 0 points Most recent by Jim_Harman January 6Reports (Windows)
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  Ability to Archive Options

  New Jeeter 11 views 0 comments 1 point Started by Jeeter January 6 Ideas for Windows Classic
• 
  Bill Manager cancellation email - Quicken says it's not cancelled

  Answered emilyhibard 62 views 2 comments 0 points Most recent by Quicken Kristina January 6Paying Bills, eBills & Scheduled Transactions (Mac)
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  Bill and Income Reminders Disappear

  gport3 263 views 19 comments 2 points Most recent by Quicken Anja January 6Errors and Troubleshooting (Windows)
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  Cannot enter transactions since 1/1/26 (Deluxe)

  Answered DavidP2 171 views 10 comments 0 points Most recent by DavidP2 January 6Registers & Transactions (Windows)
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  ONGOING 1/6/26 Multiple financial institutions - CC-501 / CP_SERVER_ERROR / request-body-field

  Quicken Kristina 1.5K views 4 comments 3 points Most recent by Quicken Alyssa January 6Alerts, Online Banking & Known Product Issues
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  ONGOING 1/6/26 Honda Finance - CC-508/FDP-108 or CC-505/FDP-105

  Quicken Anja 1.2K views 6 comments 4 points Most recent by Quicken Alyssa January 6Alerts, Online Banking & Known Product Issues
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  Adding Employer 401K Contributions

  MBaron 21 views 3 comments 0 points Most recent by mshiggins January 6Registers & Transactions (Windows)
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  Deactivating and Reactivating Bank of America Accounts. Essential buttons missing.

  Answered Closed hdowda 61 views 4 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)