Quicken Community

Discussion List

• 
  A category used for years has disappeared

  Closed jpedi 22 views 3 comments 0 points Most recent by jpedi January 6Errors and Troubleshooting (Windows)
• 
  2

  Up
  RSU Vesting Schedule

  Reviewed CDG01 14 views 0 comments 2 points Most recent by CDG01 January 6Investments
• 
  How can I properly record a Roth to traditional IRA recharacterization?

  Answered Closed thetallestpaul 45 views 4 comments 0 points Most recent by Jim_Harman January 6Registers & Transactions (Windows)
• 
  Auto-Entry of downloaded transactions

  Closed rfmoskowitz 63 views 9 comments 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
• 
  How to record Car Loan Payoff with Trade-In towards New Car Loan

  Answered ✓ Closed drew2u 103 views 2 comments 0 points Most recent by drew2u January 6Registers & Transactions (Windows)
• 
  Schwab HSA account not downloading CC-800 error says Deleted Schwab account

  Closed RAFSF 137 views 12 comments 0 points Most recent by Quicken Alyssa January 6Download, Add/Update Accounts (Mac)
• 
  Check Number field changes my entries.

  Closed JMack436 14 views 2 comments 0 points Most recent by JMack436 January 6Registers & Transactions (Windows)
• 
  3

  Up
  Warning Message - Add Details tab to show which reminders are not supported [Edited]

  ricesquared17 43 views 3 comments 3 points Most recent by Quicken Kristina January 6Paying Bills, Online Billers & Reminders
• 
  Why does one of my Quicken Classic accounts refuse to use a FIDELITY symbol I have inserted?

  Answered Closed FOURWINN95 22 views 1 comment 0 points Most recent by Tom Young January 6Download, Add/Update Accounts (Windows)
• 
  Budget format to print/export (Q Mac)

  Answered Closed Wyodad 43 views 3 comments 0 points Most recent by Wyodad January 6Budgeting and Planning Tools (Mac)
• 
  Need Help with Change of Ticker in Quicken

  Answered Closed Flux 14 views 3 comments 0 points Most recent by Flux January 6Registers & Transactions (Windows)
• 
  401(k) buy transaction doesn't reduce cash balance on Quicken Classic for Mac Premier

  Closed Lampatrick 76 views 8 comments 0 points Most recent by Quicken Alyssa January 6Investing (Windows)
• 
  Why am I missing some Individual Accts in BofA Corporate Acct during Express Connect+ Plus setup?

  Answered Closed koberoi 80 views 7 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
• 
  4

  Up
  Report ALL balances by Financial Institution

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

  Closed Lance C 75 views 6 comments 0 points Most recent by Quicken Kristina January 6Budgeting and Planning Tools (Windows)
• 
  Reauthorize/download issues with Fidelity [Edited]

  Answered Closed watsonda1 70 views 6 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
• 
  Quicken Classic for Windows Merrill Lynch BofA Syncing issues

  Closed QknKSM 63 views 3 comments 0 points Most recent by Quicken Anja January 6Errors and Troubleshooting (Windows)
• 
  An investment transaction appears on the Web app that is not (nor has ever been) on Desktop

  Answered Closed JeffPend 37 views 5 comments 0 points Most recent by Quicken Kristina January 6Errors and Troubleshooting (Quicken on the Web)
• 
  MidFirst Bank cannot download, cannot reconnect

  Closed bumgarb 1.9K views 69 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
• 
  28

  Up
  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
• 
  how to fix the sign ( money - or +) for a whole column

  Closed M.Robin 79 views 4 comments 0 points Most recent by M.Robin January 6Registers & Transactions (Windows)
• 
  1

  Up
  Categories for Investment accounts

  Reviewed Russell0 43 views 3 comments 1 point Most recent by Jeeter January 6Ideas for Windows Classic
• 
  Why does Tax Schedule Report include realized gains in IRA account?

  Answered Closed SVanDee 43 views 3 comments 0 points Most recent by Jim_Harman January 6Reports (Windows)
• 
  1

  Up
  Ability to Archive Options

  Reviewed Jeeter 14 views 0 comments 1 point Most recent by Jeeter January 6Investments
• 
  Bill Manager cancellation email - Quicken says it's not cancelled

  Answered Closed emilyhibard 67 views 2 comments 0 points Most recent by Quicken Kristina January 6Paying Bills, eBills & Scheduled Transactions (Mac)
• 
  Bill and Income Reminders Disappear

  Closed gport3 327 views 19 comments 2 points Most recent by Quicken Anja January 6Errors and Troubleshooting (Windows)
• 
  Cannot enter transactions since 1/1/26 (Deluxe)

  Answered Closed DavidP2 176 views 10 comments 0 points Most recent by DavidP2 January 6Registers & Transactions (Windows)
• 
  ONGOING 1/6/26 Multiple financial institutions - CC-501 / CP_SERVER_ERROR / request-body-field

  Quicken Kristina 1.6K views 4 comments 3 points Most recent by Quicken Alyssa January 6Alerts, Online Banking & Known Product Issues
• 
  ONGOING 1/6/26 Honda Finance - CC-508/FDP-108 or CC-505/FDP-105

  Quicken Anja 1.5K views 6 comments 4 points Most recent by Quicken Alyssa January 6Alerts, Online Banking & Known Product Issues
• 
  Adding Employer 401K Contributions

  Closed MBaron 30 views 3 comments 0 points Most recent by mshiggins January 6Registers & Transactions (Windows)