Add/Edit Transactions

Discussion List

• 
  Morgan Stanley Wealth Management will not let me add a new account

  Ben12 51 views 5 comments 0 points Most recent by Quicken Laura 10:09AMDownload, Add/Update Accounts (Windows)
• 
  How do I set up the purchase of a car with a down payment and a loan?

  Answered Bert Onstott 44 views 5 comments 0 points Most recent by Quicken Kristina 9:38AMNew to Quicken/Getting Started (Windows)
• 
  Saving Transactions takes anywhere from 20 to 40 seconds

  MR28 67 views 5 comments 0 points Most recent by MR28 May 25Errors and Troubleshooting (Windows)
• 
  Import security data with a .csv file

  Answered Closed Situkraven 108 views 4 comments 0 points Most recent by Quicken Anja May 23Investing (Windows)
• 
  1

  Up
  Proposal: Improve Management of Older Equity Price History

  Reviewed BK65 58 views 5 comments 1 point Most recent by q_lurker May 22Investments
• 
  4

  Up
  Retire All Years Except for Current Year and Seven Years Prior

  Reviewed SSTOUT4 55 views 3 comments 4 points Most recent by Quicken Anja May 22Backups and File Conversions
• 
  Bug/Issue on Memorized Payee

  BRETTB 36 views 2 comments 0 points Most recent by BRETTB May 21Errors and Troubleshooting (Windows)
• 
  7

  Up
  Support for TIPS (Treasury Inflation Protected Securities)

  Reviewed SirDodo 407 views 9 comments 7 points Most recent by Quicken Anja May 20Investments
• 
  restricted account

  Answered Closed Smyrnavfdinc1989 35 views 4 comments 0 points Most recent by Quicken Anja May 19Registers & Transactions (Windows)
• 
  Action Buttons not working

  Answered SLEngelbert 38 views 4 comments 0 points Most recent by Quicken Carlos May 18Registers & Transactions (Windows)
• 
  Heritage Federal Credit Union not updating

  Anob 24 views 2 comments 0 points Most recent by Anob May 17Download, Add/Update Accounts (Windows)
• 
  Keep getting a question from Quicken as to whether the transaction is for tax year 2025

  Answered ✓ Chuck56 74 views 4 comments 0 points Most recent by Chuck56 May 17Registers & Transactions (Windows)
• 
  29

  Up
  Can't we have 4 Lot Identification default choices? (+6 Merged Votes)

  Reviewed JoeG 1.3K views 26 comments 29 points Most recent by yongc May 15Investments
• 
  Recent update resurrected old transactions

  Answered Closed Jean Zick 64 views 5 comments 0 points Most recent by Quicken Kristina May 12Download, Add/Update Accounts (Windows)
• 
  8

  Up
  Split Transaction Window Enhancement

  Reviewed MLaw 71 views 5 comments 8 points Most recent by UKR May 9Product Enhancements
• 
  183

  Up
  Add capability to enter stock options / restricted stock grants in Quicken Mac (63 Legacy Votes)

  Under Consideration Quicken Community 5.7K views 126 comments 183 points Most recent by Quicken Kristina May 9Investments
• 
  Why does Quicken return to Home Tab after transaction entry?

  Answered davidlambert 49 views 4 comments 0 points Most recent by davidlambert May 8All Things Canadian (Windows)
• 
  Occasional missing transactions on download from Chase Amazon Visa

  Pumphouse 33 views 2 comments 0 points Most recent by Pumphouse May 7Download, Add/Update Accounts (Windows)
• 
  Automating a fixed indexed annuity

  Answered RSDColOH 25 views 2 comments 0 points Most recent by UKR May 6Registers & Transactions (Windows)
• 
  Vanguard Download Issue - Two Entries Per Transaction (Revisited Now Working)

  Dom1 6 views 1 comment 1 point Most recent by Quicken Anja May 2Errors and Troubleshooting (Windows)
• 
  Rename Payee for transactions downloaded to new account (Quicken Classic Premier Desktop)

  Answered Closed AFL95 35 views 4 comments 0 points Most recent by Quicken Anja May 1Registers & Transactions (Windows)
• 
  V9.0.1 Investment calculation error?

  Answered Kelly1957 29 views 2 comments 0 points Most recent by jacobs April 30Errors and Troubleshooting (Mac)
• 
  FIXED Need help deleting a transfer transaction Quicken thinks exists in another account but doesn't

  varlene 42 views 7 comments 0 points Most recent by varlene April 28Errors and Troubleshooting (Windows)
• 
  expense into a landlord owner draw

  Answered Closed sailingmagnum 22 views 2 comments 0 points Most recent by NotACPA April 25New to Quicken/Getting Started (Windows)
• 
  Fidelity cash values way off. How can I adjust?

  Answered Closed RCinNJ 84 views 7 comments 0 points Most recent by Quicken Carlos April 25Investing (Mac)