Add/Edit Transactions

Discussion List

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  How to force treasury bond adjustment in portfolio

  Closed dennismd 14 views 0 comments 0 points Most recent by dennismd August 2023Investing (Mac)
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  Citibank - During the last online session, Quicken encountered an online error [CC-592]

  Closed Active User 101 views 0 comments 0 points Most recent by Active User August 2023Errors and Troubleshooting (Windows)
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  401k Employer Match Keeps Changing Account

  Answered Closed KingMan 32 views 3 comments 0 points Most recent by Quicken Kristina August 2023Paying Bills, Online Billers & Reminders (Windows)
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  Quicken no longer bringing in categories with my memorized transactions

  Closed SGuman 157 views 3 comments 0 points Most recent by Quicken Anja August 2023Registers & Transactions (Windows)
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  Download Equitable 401k transactions not working

  Closed rk photo 287 views 9 comments 0 points Most recent by rk photo July 2023Download, Add/Update Accounts (Mac)
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  How can I add shares to a retirement account.

  Answered Closed Craigbot 34 views 3 comments 0 points Most recent by Craigbot July 2023Errors and Troubleshooting (Mac)
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  Seasonal 'estimate amount' not working

  Answered Closed Eric4371 185 views 6 comments 0 points Most recent by Jim_Harman July 2023Registers & Transactions (Windows)
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  Unable to add Discover card--ongoing issue

  Answered ✓ Closed TomFR 252 views 5 comments 1 point Most recent by TomFR July 2023Download, Add/Update Accounts (Windows)
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  Investment Security name grayed out on Sell transactions when entering new record

  Closed Craig S 111 views 3 comments 0 points Most recent by Craig S July 2023Registers & Transactions (Mac)
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  Merge transactions and payees under one payee name

  Closed ccpjr 722 views 1 comment 0 points Most recent by NotACPA July 2023Registers & Transactions (Windows)
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  Treasury bill purchase inflating market value by 100X

  Closed RobertBetka 401 views 17 comments 0 points Most recent by prwilliams38 July 2023Investing (Mac)
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  How do I change income/bill reminders from clock auto symbol to pencil uncleared?

  Answered ✓ Closed vmh321 64 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)
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  Quicken resetting split transactions

  Closed Cateye112 189 views 2 comments 1 point Most recent by kwallyz July 2023Errors and Troubleshooting (Windows)
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  removing unused categories from dropdown on Mac

  Answered Closed kleeberg 113 views 2 comments 0 points Most recent by jacobs July 2023Registers & Transactions (Mac)
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  Useful Memo data no longer downloaded after American Express (AmEx) converted to EWC+

  Closed BrittMayo 214 views 11 comments 0 points Most recent by Chris_QPW July 2023Download, Add/Update Accounts (Windows)
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  Webster Bank Express Web

  Closed art116 414 views 6 comments 0 points Most recent by Aweiss July 2023Download, Add/Update Accounts (Windows)
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  Quicken syncing BofA transactions to wrong account

  Closed Fifer 43 views 1 comment 0 points Most recent by Quicken Kristina June 2023Errors and Troubleshooting (Mac)
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  Republic Bank & Trust - cannot update account

  Closed westelsdon 24 views 2 comments 0 points Most recent by westelsdon June 2023Download, Add/Update Accounts (Windows)
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  Recategorizing transactions after search

  Answered Closed mazz56 64 views 10 comments 0 points Most recent by mazz56 June 2023Registers & Transactions (Windows)
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  Why do the Categories that I update in transactions disappear the next time I open up Quicken>

  Answered Closed dka 36 views 3 comments 0 points Most recent by NotACPA June 2023Registers & Transactions (Windows)
• 
  Quicken Deluxe - Securities

  Answered ✓ Closed Caden 54 views 4 comments 0 points Most recent by q_lurker June 2023Investing (Windows)
• 
  Need to manually add stock symbol VTI every time I'm doing a transaction (??)

  Closed Yaku.ve 98 views 4 comments 0 points Most recent by Ps56k2 June 2023Investing (Windows)
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  Edit payees name on multiple transactions at once

  Answered ✓ Closed Partzhead 525 views 2 comments 0 points Most recent by Partzhead June 2023Registers & Transactions (Windows)