Add/Edit Transactions

Discussion List

• 
  3 Transactions for my Reinvested Dividends

  Answered Closed Ken A 93 views 5 comments 0 points Most recent by UKR August 2023Download, Add/Update Accounts (Windows)
• 
  Quicken sometimes blanks out transaction before I save it

  Closed JTGigi 76 views 8 comments 0 points Most recent by JTGigi August 2023Registers & Transactions (Windows)
• 
  Adding Categories on transactions and then they disappear

  Answered ✓ Closed dka 112 views 4 comments 0 points Most recent by dka August 2023Registers & Transactions (Windows)
• 
  How to force treasury bond adjustment in portfolio

  Closed dennismd 11 views 0 comments 0 points Most recent by dennismd August 2023Investing (Mac)
• 
  Citibank - During the last online session, Quicken encountered an online error [CC-592]

  Closed Active User 103 views 0 comments 0 points Most recent by Active User August 2023Errors and Troubleshooting (Windows)
• 
  401k Employer Match Keeps Changing Account

  Answered Closed KingMan 31 views 3 comments 0 points Most recent by Quicken Kristina August 2023Paying Bills, Online Billers & Reminders (Windows)
• 
  Quicken no longer bringing in categories with my memorized transactions

  Closed SGuman 155 views 3 comments 0 points Most recent by Quicken Anja August 2023Registers & Transactions (Windows)
• 
  Download Equitable 401k transactions not working

  Closed rk photo 244 views 9 comments 0 points Most recent by rk photo July 2023Download, Add/Update Accounts (Mac)
• 
  How can I add shares to a retirement account.

  Answered Closed Craigbot 32 views 3 comments 0 points Most recent by Craigbot July 2023Errors and Troubleshooting (Mac)
• 
  Seasonal 'estimate amount' not working

  Answered Closed Eric4371 165 views 6 comments 0 points Most recent by Jim_Harman July 2023Registers & Transactions (Windows)
• 
  Unable to add Discover card--ongoing issue

  Answered ✓ Closed TomFR 251 views 5 comments 1 point Most recent by TomFR July 2023Download, Add/Update Accounts (Windows)
• 
  Investment Security name grayed out on Sell transactions when entering new record

  Closed Craig S 119 views 3 comments 0 points Most recent by Craig S July 2023Registers & Transactions (Mac)
• 
  Merge transactions and payees under one payee name

  Closed ccpjr 492 views 1 comment 0 points Most recent by NotACPA July 2023Registers & Transactions (Windows)
• 
  Treasury bill purchase inflating market value by 100X

  Closed RobertBetka 365 views 17 comments 0 points Most recent by prwilliams38 July 2023Investing (Mac)
• 
  How do I change income/bill reminders from clock auto symbol to pencil uncleared?

  Answered ✓ Closed vmh321 62 views 3 comments 0 points Most recent by Quicken Kristina July 2023Paying Bills, Online Billers & Reminders (Windows)
• 
  Account not updated correctly.

  Closed mjj4golf 62 views 3 comments 1 point Most recent by Tom Young July 2023Download, Add/Update Accounts (Windows)
• 
  Quicken resetting split transactions

  Closed Cateye112 155 views 2 comments 1 point Most recent by kwallyz July 2023Errors and Troubleshooting (Windows)
• 
  removing unused categories from dropdown on Mac

  Answered Closed kleeberg 111 views 2 comments 0 points Most recent by jacobs July 2023Registers & Transactions (Mac)
• 
  Useful Memo data no longer downloaded after American Express (AmEx) converted to EWC+

  Closed BrittMayo 192 views 11 comments 0 points Most recent by Chris_QPW July 2023Download, Add/Update Accounts (Windows)
• 
  Webster Bank Express Web

  Closed art116 394 views 6 comments 0 points Most recent by Aweiss July 2023Download, Add/Update Accounts (Windows)
• 
  Quicken syncing BofA transactions to wrong account

  Closed Fifer 44 views 1 comment 0 points Most recent by Quicken Kristina June 2023Errors and Troubleshooting (Mac)
• 
  Republic Bank & Trust - cannot update account

  Closed westelsdon 25 views 2 comments 0 points Most recent by westelsdon June 2023Download, Add/Update Accounts (Windows)
• 
  Recategorizing transactions after search

  Answered Closed mazz56 61 views 10 comments 0 points Most recent by mazz56 June 2023Registers & Transactions (Windows)
• 
  Why do the Categories that I update in transactions disappear the next time I open up Quicken>

  Answered Closed dka 31 views 3 comments 0 points Most recent by NotACPA June 2023Registers & Transactions (Windows)
• 
  Quicken Deluxe - Securities

  Answered ✓ Closed Caden 51 views 4 comments 0 points Most recent by q_lurker June 2023Investing (Windows)