Add/Edit Transactions

Wells Fargo Advisors Investment Accounts Crashing when Accepting Transactions

Closed Dora123 62 views 4 comments 0 points Most recent by Dora123 June 2023Investing (Windows)

Renaming rule won't go away after I deleted it

Closed Barbara Acosta 11 views 0 comments 0 points Most recent by Barbara Acosta June 2023Errors and Troubleshooting (Windows)

Is there a way to pull all downloaded Payee info or remove nonessential data?

Answered Closed frankdel949 42 views 5 comments 0 points Most recent by UKR June 2023Registers & Transactions (Mac)

Goldman Brokerage Account Duplicating Cash Holding

Closed cparsons 13 views 0 comments 0 points Most recent by cparsons June 2023Download, Add/Update Accounts (Windows)

IRA direct charitable contributions

Answered Closed sfjdmunsee 62 views 2 comments 0 points Most recent by UKR June 2023Investing (Windows)

Union Bank conversion to US Bank

Closed Marika Young 72 views 1 comment 0 points Most recent by Quicken Jasmine June 2023Registers & Transactions (Mac)

Bug Report: New Attachment UI Causes Attachment Corruption When Copying Transactions

Closed Hossy 22 views 0 comments 1 point Most recent by Hossy June 2023Business and Rental Property Tools (Windows)

Transferring TD Ameritrade account(s) to Charles Schwab - An efficient process

Closed nzeda@ 931 views 0 comments 4 points Most recent by nzeda@ June 2023FAQ'S (Windows)

What happened to the attachments for transactions? They're suddenly awful!

Answered Closed KristenC 1.8K views 31 comments 3 points Most recent by KristenC May 2023Registers & Transactions (Windows)

Updating MiscExp in Brokerage Removes the Security from the Transaction

Answered ✓ Closed stilldepressed 207 views 5 comments 0 points Most recent by stilldepressed May 2023Errors and Troubleshooting (Windows)

Cannot set up Vantage Credit Union for Automatic Download

Answered ✓ Closed FosterKatz 111 views 3 comments 0 points Most recent by Linda May 2023Download, Add/Update Accounts (Windows)

Quicken incorrectly indicates "Loan Paid" on account and won't let me view or add transactions

Closed drandand 203 views 3 comments 0 points Most recent by UKR May 2023Errors and Troubleshooting (Windows)

I just sold my house and need to input the transaction to zero out both liability and asset account

Answered ✓ Closed Superdnaw 810 views 4 comments 0 points Most recent by Tom Young May 2023Registers & Transactions (Windows)

Can no longer "Recategorize" transactions within the "Itemized Category Report"

Closed drjosy610 385 views 8 comments 0 points Most recent by Quicken Jasmine May 2023Errors and Troubleshooting (Windows)

Streamline transaction entry with new security

Answered Closed LMillsap1 23 views 1 comment 0 points Most recent by LMillsap1 May 2023Registers & Transactions (Windows)

Merged: Adding new transaction to register (bug?)

LMillsap1 1 view 0 comments 0 points Most recent by LMillsap1 May 2023Registers & Transactions (Windows)

can't edit or delete my scheduled transactions after moving from Windows

Closed nyavne 22 views 1 comment 0 points Most recent by nyavne May 2023Paying Bills, eBills & Scheduled Transactions (Mac)

Vendor Bills Register - Open Form Icon is Missing

Closed Mr Toole to You 11 views 1 comment 0 points Most recent by UKR May 2023Business and Rental Property Tools (Windows)

Recurring Monthly Transactions

Answered ✓ Closed Bicester 1.3K views 3 comments 0 points Most recent by UKR May 2023Registers & Transactions (Windows)

Checking account balance off by $1300 all of the sudden

Answered Closed Wasisnt 92 views 3 comments 0 points Most recent by Sammyt38 May 2023Registers & Transactions (Windows)

Recategorizing expenses from Report Mode not working

Closed polar911 82 views 4 comments 0 points Most recent by gsquaredmarg April 2023Reports (Windows)

Entering Credit card payments on two registers at once?

Closed danryanpi 123 views 8 comments 0 points Most recent by danryanpi April 2023Download, Add/Update Accounts (Windows)

How can I set up a Note receivable that has level principal payments plus interest?

Answered Closed scott62556 101 views 4 comments 0 points Most recent by NotACPA April 2023Investing (Windows)

USAA not downloading Transactions after recent update

Closed rcrosby54 153 views 7 comments 0 points Most recent by Quicken Jasmine April 2023Download, Add/Update Accounts (Windows)

Problem with scheduled payroll deposit transactions

Closed schambery 53 views 4 comments 0 points Most recent by slobeavr April 2023Registers & Transactions (Windows)

Does Citizens Bank allow for automatic download of transactions?

Closed Earl Zier 453 views 15 comments -1 point Most recent by Earl Zier April 2023Download, Add/Update Accounts (Windows)

changing the category in multiple split transactions

Closed Jeff107 137 views 1 comment 0 points Most recent by Quicken Kristina April 2023Registers & Transactions (Windows)

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