Accounts

Discussion List

• 
  How can I add an account category or grouping to the sidebar?

  Answered Closed Joe13 289 views 2 comments 0 points Most recent by Joe13 January 2021Download, Add/Update Accounts (Mac)
• 
  CC-502 Wells Fargo

  Answered ✓ Closed Kent Kester 301 views 1 comment 0 points Most recent by Quicken_Tyka January 2021Download, Add/Update Accounts (Windows)
• 
  In/Out/Profit/Loss snapshot on the Home tab or Rental Property Tab does not populate Loans?

  Answered ✓ Closed jnprop 42 views 3 comments 0 points Most recent by jnprop January 2021Budgeting and Planning Tools (Windows)
• 
  Should One Time Purchase Count Towards Budget?

  Closed Ryan 85 views 4 comments 0 points Most recent by subseaguy January 2021Budgeting and Planning Tools (Windows)
• 
  Why has my bank balance changed since the last time I closed Quicken?

  Answered ✓ Closed John Schieve 61 views 1 comment 0 points Most recent by Quicken Hugh January 2021Errors and Troubleshooting (Windows)
• 
  Merged: How to display cash balance instead of Market Value in Brokerage account (top right corner)

  Closed flofoote 11 views 0 comments 0 points Most recent by flofoote January 2021Errors and Troubleshooting (Mac)
• 
  Problem with Vanguard updates

  Answered mmilian 254 views 5 comments 0 points Most recent by mmilian January 2021Investing (Windows)
• 
  House, no mortgage, but deferred property taxes

  Answered Berner Lady 41 views 5 comments 0 points Most recent by Berner Lady January 2021Registers & Transactions (Windows)
• 
  Coming back to using Quicken after years-what to do with my account as far as reconciliation

  Answered ✓ nhillborn 613 views 5 comments 0 points Most recent by nhillborn January 2021Registers & Transactions (Windows)
• 
  Can't add Schwab Alliance accounts to Quicken

  Answered ✓ Closed tituskao 553 views 3 comments 0 points Most recent by tituskao January 2021Download, Add/Update Accounts (Windows)
• 
  Is my whole account set up wrong - Personal & three different Business

  Answered ✓ Closed yonderdune 142 views 3 comments 0 points Most recent by NotACPA January 2021Download, Add/Update Accounts (Windows)
• 
  Capital One Bank will not update my accounts and only downloaded a few transactions why?

  Answered Closed ericblackburn78 1.1K views 4 comments 0 points Most recent by jacobs January 2021Download, Add/Update Accounts (Mac)
• 
  Investing account is linked to wrong bank for downloads. How do I change?

  Answered ✓ Closed dlipetz 366 views 2 comments 0 points Most recent by dlipetz January 2021Download, Add/Update Accounts (Windows)
• 
  Unable add Investing account

  Answered Closed kashg 101 views 3 comments 0 points Most recent by kashg January 2021Download, Add/Update Accounts (Windows)
• 
  Creating List of Accounts as (Excel) File

  Answered ✓ Closed SFvalue 425 views 6 comments 0 points Most recent by SFvalue January 2021Reports (Windows)
• 
  How to enter interest income on an annuity

  Answered Closed lake2468 82 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 72 views 1 comment 1 point Most recent by John_in_NC January 2021Registers & Transactions (Mac)
• 
  Duplicate Transactions in Banking Accounts

  Answered ✓ Closed jcrosby718 92 views 1 comment 0 points Most recent by Quicken Anja January 2021Registers & Transactions (Mac)
• 
  Categorize By Account

  Answered Closed SGordon0211 74 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 163 views 3 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 132 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 134 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 92 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 34 views 2 comments 0 points Most recent by RBrunson December 2020Registers & Transactions (Windows)