Quicken Community

Discussion List

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  Budget - put in annual amount for recurring expenses and choose interval from a dropdown [Edited]

  Reviewed DBrooks 15 views 0 comments 1 point Most recent by DBrooks January 10Budget and Planning Tools
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  Merged: CC-502 with Venmo

  Closed irasend1 1 view 0 comments 0 points Most recent by irasend1 January 10Errors and Troubleshooting (Windows)
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  Is This Type of File Copy Possible?

  Answered ✓ Closed BryanK 73 views 4 comments 0 points Most recent by BryanK January 10File Conversion and Backup (Windows)
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  Download from Chase gets transaction date of 9/4/2045 not 1/7/2026

  Answered Closed John_L 15 views 1 comment 0 points Most recent by NotACPA January 10Download, Add/Update Accounts (Windows)
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  Sankey charts for Quicken Classic for Windows

  Closed mgkahn 123 views 4 comments 2 points Most recent by elorimer January 10Reports (Windows)
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  How are currencies handled in reports

  Closed elorimer 16 views 2 comments 0 points Most recent by elorimer January 10Reports (Windows)
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  Is there a way to do a mass change of a category for a specific payee

  Answered ✓ Closed Chuck56 36 views 4 comments 0 points Most recent by Chuck56 January 10Registers & Transactions (Windows)
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  Quicken changed a transaction date from 2025 to 2001

  Closed davidmarketing 13 views 2 comments 0 points Most recent by davidmarketing January 10Registers & Transactions (Windows)
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  Huntington Bank - CC-505 (QWIN)

  Closed thudly23 141 views 9 comments 2 points Most recent by Quicken Anja January 10Download, Add/Update Accounts (Windows)
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  OL-221A and B error messages Optum Bank download

  Closed yipyop2 63 views 6 comments 0 points Most recent by Quicken Anja January 10Errors and Troubleshooting (Windows)
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  Suggestions on handing for futures trading entries

  Answered Closed jasonb885 69 views 7 comments 0 points Most recent by jasonb885 January 10Investing (Mac)
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  Calendar - Gear/Settings Show Options

  Reviewed TML2026 15 views 0 comments 1 point Most recent by TML2026 January 10Product Enhancements
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  Roth IRA account not balancing to Schwab

  Answered Closed Roger67 25 views 2 comments 0 points Most recent by Quicken Anja January 10Investing (Windows)
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  Problem updating credit card and bank accounts

  Answered Closed dgerald61 11 views 1 comment 0 points Most recent by Boatnmaniac January 10Download, Add/Update Accounts (Windows)
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  Support corporate acquisitions/mergers and divestitures/spin-offs in Quicken (Mac) (4 Merged Votes)

  Under Consideration M C Crockett 5K views 100 comments 161 points Most recent by jacobs January 10Investments
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  Merrill Lynch 401K (Benefits Online) - Bond Shares off by 100x

  Closed drflash 18 views 1 comment 1 point Most recent by drflash January 10Errors and Troubleshooting (Mac)
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  Why do I have to sign into my quicken classic account each time I open the software [Edited]

  Answered Closed jgplbw 80 views 4 comments -1 point Most recent by Quicken Anja January 10Signing in, Passwords, and Activation (Windows)
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  National Bank Financial (nbfwm.ca)

  Closed Desja55 33 views 4 comments 0 points Most recent by Quicken Anja January 10All Things Canadian (Mac)
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  Merged: tbm

  Closed System 1 view 0 comments 0 points Most recent by Quicken Anja January 10Download, Add/Update Accounts (Mac)
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  Unable to add new Fidelity Brokerage Account to Quicken

  Answered cminarik_1953 19 views 2 comments 0 points Most recent by cminarik_1953 January 10Download, Add/Update Accounts (Windows)
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  Why do I get the Blue Dot every time I download from Fidelity?

  Answered ✓ Closed IDG 144 views 3 comments 0 points Most recent by Quicken Kristina January 10Registers & Transactions (Windows)
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  Fidelity transactions in linked Cash account downloading as "Cash"

  Closed acloudman 59 views 5 comments 0 points Most recent by NotACPA January 10Registers & Transactions (Windows)
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  dividend are being categorized as payment at ed jones

  Closed Brad L Vandermoon 85 views 12 comments 0 points Most recent by Brad L Vandermoon January 10Errors and Troubleshooting (Mac)
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  Problem with balance (Q Mac)

  Answered ✓ Closed ATW 31 views 2 comments 0 points Most recent by ATW January 10Download, Add/Update Accounts (Mac)
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  Planner Broken After Opening Backup

  Closed BryanK 62 views 4 comments 0 points Most recent by BryanK January 9Errors and Troubleshooting (Windows)
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  How stable is version R65.29

  Closed ProfileX 804 views 36 comments 1 point Most recent by TangledWeb January 9Installing and Updating (Windows)
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  Fidelity FFOBX Not Adding to Security List

  Answered Closed TerrenceT 14 views 2 comments 0 points Most recent by q_lurker January 9Investing (Windows)
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  Us treasuries question - bond redemption

  Answered Closed leonard kearney 25 views 2 comments 0 points Most recent by q_lurker January 9Investing (Windows)
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  Taxable and Sheltered Dividends Inaccurate in Reports

  Answered ✓ Closed neloe 44 views 6 comments 0 points Most recent by neloe January 9Errors and Troubleshooting (Mac)
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  Stock Split results in too many shares of stock (2019 closed discussion)

  Closed DRMick 75 views 8 comments 0 points Most recent by deathrs January 9Investing (Windows)