Add/Edit Transactions

Discussion List

• 
  make your own convert fidelity to quicken csv in python

  dnyc 42 views 2 comments 0 points Most recent by NotACPA April 24Download, Add/Update Accounts (Windows)
• 
  75

  Up
  Quicken Mac needs a wizard to handle two types of IRA withdrawals & RRIF accts (29 Legacy Votes)

  Under Consideration ozarkcanoer 1.4K views 51 comments 75 points Most recent by Kent La Canada April 23Investments
• 
  Fidelity FDRXX - Placeholder, ReinvDiv, XIn, XOut, Bought, Sold transactions

  Closed Ray 117 views 10 comments 0 points Most recent by Ray April 23Download, Add/Update Accounts (Windows)
• 
  2

  Up
  Make transaction matching work better

  New spalt 16 views 3 comments 2 points Most recent by UKR April 23Manage Accounts and Transactions
• 
  Merged: CC-501 errors and Cloud Sync error

  Closed Tony Luers 21 views 0 comments 0 points Most recent by cliffordsweet April 21Errors and Troubleshooting (Windows)
• 
  Concerning reconciliation issue.

  Closed fgualtieri 33 views 2 comments 0 points Most recent by Lee Boszak April 20Errors and Troubleshooting (Windows)
• 
  Multiple sign ins for Chase accounts

  Closed tamistl 74 views 8 comments 0 points Most recent by Quicken Laura April 19Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Add ability to search for and remove characters [Edited]

  Reviewed jod.z 31 views 1 comment 1 point Most recent by UKR April 13Manage Accounts and Transactions
• 
  57

  Up
  Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

  Under Consideration f0445780 1.8K views 40 comments 57 points Most recent by Jim_Harman April 12Investments
• 
  58

  Up
  Quicken for Windows needs an Undo feature

  Under Consideration suepfister 1.1K views 44 comments 58 points Most recent by Chris_QPW April 11Product Enhancements
• 
  4
  Make Focus-out / -in Transaction Auto-entry a Preference or Restore Quicken 2006 Behavior

  Implemented gerickson 134 views 6 comments 4 points Most recent by Quicken Anja April 9Display/UI
• 
  quicken forget memorized transactions and categories

  Closed joeprez45 159 views 12 comments 0 points Most recent by joeprez45 April 9Registers & Transactions (Windows)
• 
  How to properly enter a dividend reinvestment with an "Acting As Agent" difference

  Answered ✓ Closed PCWizard 34 views 3 comments 0 points Most recent by NotACPA April 6Registers & Transactions (Windows)
• 
  Why is Quicken for Mac so awful with brokerage accounts.

  Closed Mr. Boots 43 views 3 comments 0 points Most recent by jacobs April 4Errors and Troubleshooting (Mac)
• 
  Importing a downloaded .QFX file into the account in my Windows Classic is not working.

  Answered Closed lakeside339 86 views 6 comments 0 points Most recent by Quicken Kristina April 3Errors and Troubleshooting (Windows)
• 
  31

  Up
  Transaction Splits By Percentage (+5 Merged Votes)

  Under Consideration Jamnation 348 views 18 comments 31 points Most recent by PaulM58 April 3Scheduled Transactions and Online Bills
• 
  Reimbursement from family for a Credit Card purchase

  Closed Jefana 52 views 4 comments 0 points Most recent by Jefana April 2Budgeting and Planning Tools (Windows)
• 
  Dividend Category by Account Type - All Dividends Currently Just "_Div"

  Closed ManOfSteel58 53 views 2 comments 0 points Most recent by Jim_Harman April 1Investing (Windows)
• 
  27

  Up
  QWin: Allow reordering of split lines in transaction entry dialog (8 Legacy Votes)

  Reviewed UKR 623 views 27 comments 27 points Most recent by Quicken Anja April 1Manage Accounts and Transactions
• 
  Reporting new Treasury Bill Bought and Sold with Accrued Interest paid at maturity

  Answered Closed mdross171 56 views 4 comments 0 points Most recent by NotACPA March 29Investing (Windows)
• 
  4

  Up
  Bulk Split or change one category to two (split transaction)

  treasur2 84 views 6 comments 4 points Most recent by UKR March 26Manage Accounts and Transactions
• 
  Duplicate Payment entries for a credit card (Q Mac)

  Answered Closed snsokstan 61 views 3 comments 0 points Most recent by jacobs March 25Registers & Transactions (Mac)
• 
  Is there a way to create a new budget with adjusted account carryover balances that are reconciled?

  Answered Closed Spopar 67 views 5 comments 0 points Most recent by Chris_QPW March 25Budgeting and Planning Tools (Windows)
• 
  How do I add a missing FDRXX transaction in Fidelity IRA account.

  Answered ✓ Closed W.N.M 48 views 3 comments 0 points Most recent by Quicken Laura March 22Investing (Windows)
• 
  Matching Downloaded Transactions

  Closed MLD627 23 views 1 comment 0 points Most recent by Jon March 19Errors and Troubleshooting (Mac)
• 
  A credit card charge categorized to a business expense is not showing up on P&L.

  Answered Closed KBCMOMof4 34 views 4 comments 0 points Most recent by Quicken Anja March 19Download, Add/Update Accounts (Windows)
• 
  How i know a transaction is added, or didacted

  Answered Closed ileana1g 63 views 5 comments 0 points Most recent by John_in_NC March 18Download, Add/Update Accounts (Mac)
• 
  Changed transaction date to a future date and cannot find

  Answered Closed Karinamelk 24 views 4 comments 0 points Most recent by Quicken Anja March 18Errors and Troubleshooting (Mobile)
• 
  Transaction attachments not working

  Closed GPetersCA 990 views 58 comments 1 point Most recent by denlow March 15Errors and Troubleshooting (Windows)
• 
  8

  Up
  Restrict use of Quicken generated adjustment transactions

  Reviewed jdparker225 53 views 0 comments 8 points Started by jdparker225 March 13 Manage Accounts and Transactions