Accounts

Discussion List

• 
  Creating List of Accounts as (Excel) File

  Answered ✓ Closed SFvalue 611 views 6 comments 0 points Most recent by SFvalue January 2021Reports (Windows)
• 
  How to enter interest income on an annuity

  Answered Closed lake2468 81 views 4 comments 0 points Most recent by lake2468 January 2021New to Quicken/Getting Started (Windows)
• 
  lost data after reconsiling and after printing checks

  Answered ✓ Closed larkdeck 71 views 1 comment 1 point Most recent by John_in_NC January 2021Registers & Transactions (Mac)
• 
  Duplicate Transactions in Banking Accounts

  Answered ✓ Closed jcrosby718 91 views 1 comment 0 points Most recent by Quicken Anja January 2021Registers & Transactions (Mac)
• 
  Categorize By Account

  Answered Closed SGordon0211 82 views 9 comments 0 points Most recent by SGordon0211 January 2021Registers & Transactions (Mac)
• 
  Merge/Move Transactions Between 2 Cash Accounts in Quicken Mac

  Answered ✓ Closed Gary Willett 161 views 2 comments 0 points Most recent by Gary Willett January 2021Registers & Transactions (Mac)
• 
  Quicken Newbie.....2 questions...

  Answered Closed stevem5000 41 views 4 comments 0 points Most recent by stevem5000 January 2021New to Quicken/Getting Started (Windows)
• 
  Issue with new year and register balance on one account only

  Answered Closed Jim Mooree 141 views 9 comments 0 points Most recent by jacobs January 2021Errors and Troubleshooting (Mac)
• 
  Reconcile Account Function Issues With Accounts Set-Up in Others Currencies Than USD & CAD

  Answered Closed DanlR 81 views 12 comments 0 points Most recent by DanlR January 2021Errors and Troubleshooting (Mac)
• 
  I cannot add a closed account to my 2020 budget.

  Answered PamandSteveStrobel 141 views 4 comments 0 points Most recent by Boatnmaniac January 2021Registers & Transactions (Windows)
• 
  When I do an online account update - investment transactions are deleted from years ago

  Answered Closed cvfuchs 91 views 2 comments 0 points Most recent by cvfuchs December 2020Errors and Troubleshooting (Windows)
• 
  How do I synchronize Account Bar value for 401(k) plan to current Market Value in Holdings?

  Answered ✓ RBrunson 31 views 2 comments 0 points Most recent by RBrunson December 2020Registers & Transactions (Windows)
• 
  How do I split my datafile into two files?

  Answered raymorr2 411 views 9 comments 0 points Most recent by splasher December 2020Registers & Transactions (Windows)
• 
  Transfers between Chequing and Asset accounts on wrong side of ledger

  Answered ✓ Closed ssmill 41 views 3 comments 0 points Most recent by ssmill December 2020Errors and Troubleshooting (Windows)
• 
  6.0.3 (Mac) Chase doubles some securities transaction downloads

  Answered ✓ Closed Spoonmeister 61 views 1 comment 0 points Most recent by John_in_NC December 2020Download, Add/Update Accounts (Mac)
• 
  Merged: How to account for Donor Advised Fund (DAF)

  Closed DavidZ123 21 views 0 comments 0 points Most recent by DavidZ123 December 2020Budgeting and Planning Tools (Mac)
• 
  Importing transactions from a French bank through an .ofx or .qif file

  Answered ✓ Closed schnarrd 331 views 5 comments 0 points Most recent by jacobs December 2020Download, Add/Update Accounts (Mac)
• 
  Why not a Year End Roll Function for closed out Stock positions for Investment Accounts?

  Answered Reysanp 121 views 11 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
• 
  Cannot split mortgage payment details

  Answered ✓ Closed Brian246 261 views 6 comments 0 points Most recent by Boatnmaniac December 2020Registers & Transactions (Windows)
• 
  my credit union changed my checking account number. Now nothing downloads.

  Answered ✓ Closed pgzark 91 views 5 comments 0 points Most recent by Quicken Francisco December 2020Download, Add/Update Accounts (Mac)