Quicken Community

Discussion List

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  Account holdings shows ALL instances of that security

  Answered ✓ Closed Nalgas 72 views 2 comments 0 points Most recent by Nalgas July 12Registers & Transactions (Windows)
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  51
  R56.9 updated - Change downloaded transactions font/format back to the way it was before [Edited]

  Planned Don Awalt 1.7K views 39 comments 51 points Most recent by Quicken Kristina July 12Display/UI
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  11

  Up
  Change default IRA transfers out tax line item

  Reviewed Rocket J Squirrel 142 views 3 comments 11 points Most recent by q_lurker July 12Investments
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  66
  Required Minimum Distribution (RMD) age

  Planned Ray2020 1.5K views 35 comments 66 points Most recent by Quicken Kristina July 12Investments
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  56
  You should be able to reopen a closed account.

  Planned Chris_QPW 970 views 22 comments 56 points Most recent by Quicken Kristina July 12Manage Accounts and Transactions
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  Syncing with Schwab

  Answered Closed Vince3 231 views 11 comments 0 points Most recent by Quicken Kristina July 12Download, Add/Update Accounts (Windows)
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  Crypto Securities Window Usage and Download Quotes Issues (for Mac 9.0.3)

  Closed swterami 134 views 4 comments 0 points Most recent by Quicken Kristina July 12Errors and Troubleshooting (Mac)
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  File not backed up.

  Answered Closed poolguy1 151 views 5 comments 0 points Most recent by Quicken Kristina July 12Errors and Troubleshooting (Windows)
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  unable to download transaction for Ally card

  Closed danlapin 43 views 4 comments 0 points Most recent by Quicken Kristina July 12Paying Bills, Online Billers & Reminders (Windows)
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  Schwab Downloads - Short sales downloaded as deposits & Cover shorts as buys [Edited]

  Answered Closed georgek 148 views 9 comments 0 points Most recent by Quicken Kristina July 12Download, Add/Update Accounts (Windows)
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  Quicken r67.7 creating duplicate transactions when downloading

  Closed fleetian 179 views 6 comments 0 points Most recent by Quicken Kristina July 12Download, Add/Update Accounts (Windows)
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  Fidelity Cash Management Account for Checking

  Closed masonkimble 164 views 3 comments 0 points Most recent by Quicken Kristina July 12Download, Add/Update Accounts (Mac)
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  45

  Up
  Gears are for settings. Hamburgers are for menus.

  Under Consideration Rocket J Squirrel 356 views 8 comments 45 points Most recent by Quicken Kristina July 12Display/UI
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  57
  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Planned Scooterlam 747 views 18 comments 57 points Most recent by Quicken Kristina July 12Budget and Planning Tools
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  37

  Up
  Option to preserve online account connections when performing File Copy

  Reviewed Rocket J Squirrel 609 views 19 comments 37 points Most recent by leishirsute July 12Backups and File Conversions
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  43

  Up
  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 1.1K views 16 comments 43 points Most recent by w20n0fjbh8 July 12Budget and Planning Tools
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  9

  Up
  Feedback on new R48.8 "Income by Security" report

  Reviewed mikeweberatl 907 views 26 comments 9 points Most recent by John543 July 12Reports
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  Accounts Not Automatically Reconciling

  Closed Jan G 269 views 14 comments 0 points Most recent by NotACPA July 12Download, Add/Update Accounts (Windows)
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  R68.25 - Issues and observations with new Qualified Dividend feature

  Closed Jim_Harman 817 views 15 comments 6 points Most recent by markus1957 July 12Investing (Windows)
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  Why is downloading transactions from RBC still broken (Quicken Mac)?

  Closed nothear2talk 525 views 10 comments -1 point Most recent by Quicken Laura July 12Errors and Troubleshooting (Mac)
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  Is there a way to redownload complete history for Fidelity account?

  Answered Closed Tomi 172 views 7 comments 0 points Most recent by John_in_NC July 11Download, Add/Update Accounts (Mac)
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  Exxon Mobil name change problems (on Q Mac)

  Answered Closed jjrichards 1.3K views 28 comments 0 points Most recent by jjrichards July 11Download, Add/Update Accounts (Mac)
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  Cannot connect to Citibank....again

  Closed DawnLynn10 399 views 12 comments 0 points Most recent by Quicken Kristina July 11Download, Add/Update Accounts (Windows)
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  America First Credit Union - Update Now Grayed Out

  Closed System 153 views 9 comments 0 points Most recent by Quicken Kristina July 11Errors and Troubleshooting (Windows)
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  5

  Up
  Pull in Apple Card Transactions Like Simplifi Does

  Reviewed Austin@ 147 views 0 comments 5 points Started by Austin@ July 11 Ideas for Mobile
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  Reconcile Transactions

  Answered ✓ Closed 510racer 567 views 9 comments 0 points Most recent by NotACPA July 11Registers & Transactions (Windows)
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  Fidelity VISA Credit Card No Longer Downloads Transactions After Recent Update

  Closed cliffordsweet 76 views 3 comments 0 points Most recent by Quicken Kristina July 11Download, Add/Update Accounts (Windows)
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  Hunthing National Bank - QFX Error OL-221

  Closed System 87 views 2 comments 0 points Most recent by Quicken Anja July 11Download, Add/Update Accounts (Windows)
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  Windows Deluxe, release R68.28

  Answered ✓ Closed tdmonroe 104 views 2 comments 0 points Most recent by Quicken Carlos July 11Errors and Troubleshooting (Windows)
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  "Improve Connection"? Why, what, huh?

  Answered Closed Patrick Larkin 234 views 6 comments 0 points Most recent by Quicken Anja July 11Download, Add/Update Accounts (Windows)