Add/Edit Transactions

Discussion List

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  Edit singular scheduled transactions

  Active tarnold 293 views 4 comments 2 points Most recent by jacobs September 2024Community Improvement Suggestions
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  Beware of Bills with Zero Balance

  Closed Ray 725 views 11 comments 0 points Most recent by Ray September 2024Errors and Troubleshooting (Windows)
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  how can i manually change a transaction 'CLR" status to 'reconciled' (Q Mac)

  Answered Closed mikestone 172 views 4 comments 0 points Most recent by RickO September 2024Registers & Transactions (Mac)
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  Transactions Not Updating in another account

  Closed EvonneF 71 views 1 comment 0 points Most recent by NotACPA August 2024Registers & Transactions (Windows)
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  Transactions take long time to update after Quicken Mac Premier 7.8 or 7.9 update

  Closed hal mahaffey 185 views 3 comments 0 points Most recent by jacobs August 2024Registers & Transactions (Mac)
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  Merrill Edge (others, too?) (Lots/Costs Moving Over Funded by Transfer of Equities)

  Closed MauryJ 188 views 4 comments 0 points Most recent by MauryJ August 2024Download, Add/Update Accounts (Mac)
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  QFX files not opening

  Answered Closed Stu Gauld 374 views 6 comments 0 points Most recent by Stu Gauld August 2024Download, Add/Update Accounts (Windows)
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  Nasty "new transaction line" bug in register

  Closed msoultan 141 views 1 comment 0 points Most recent by msoultan August 2024Business and Rental Property Tools (Windows)
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  Category exists (not hidden) but isn't an option in the transaction register

  Answered Closed Stacy L 212 views 7 comments 0 points Most recent by Quicken Kristina August 2024Errors and Troubleshooting (Mac)
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  Mismatching Transactions [Edited]

  Closed erika perrin 123 views 1 comment -5 points Most recent by erika perrin August 2024Errors and Troubleshooting (Windows)
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  Can't we have 4 Lot Identification default choices? (+6 Merged Votes)

  Reviewed JoeG 1.1K views 20 comments 21 points Most recent by RPaul August 2024Investments
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  How to mass bulk update, (find replace and edit) split transactions

  Closed NathanNathan 376 views 4 comments 4 points Most recent by splasher August 2024Registers & Transactions (Windows)
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  How do I record a corporate merger that results in a new combined company

  Closed LordKen2024 749 views 9 comments 0 points Most recent by WSC August 2024Registers & Transactions (Windows)
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  Show previous/next month in transaction date popup

  Reviewed BikerL 122 views 3 comments 1 point Most recent by UKR August 2024Display/UI
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  Capital One 360 not updating

  Closed Tony Luers 203 views 4 comments 0 points Most recent by Quicken Kristina July 2024Errors and Troubleshooting (Windows)
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  New Brokerage Account Linked Checking Download Transactions Auto Entry Issues

  Question Closed basimmer 810 views 17 comments 0 points Most recent by Chris_QPW July 2024Download, Add/Update Accounts (Windows)
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  Missing transactions and incorrect balances for Truist checking account

  Closed vlnielsen 99 views 3 comments 0 points Most recent by vlnielsen July 2024Errors and Troubleshooting (Windows)
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  Expired Membership??

  Closed Tony Luers 376 views 5 comments 1 point Most recent by Patteee! July 2024Errors and Troubleshooting (Windows)
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  Category designation of memorized transactions sometimes disappear - how to fix??

  Answered Closed three_jeeps 84 views 4 comments 0 points Most recent by three_jeeps July 2024Paying Bills, Online Billers & Reminders (Windows)
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  How to edit the URL on the "Enter Expense" screen?

  Answered ✓ Closed Trish107 15 views 1 comment 0 points Most recent by UKR July 2024Paying Bills, Online Billers & Reminders (Windows)
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  How do I use a specific price when transferring shares between accounts?

  Answered ✓ Closed jlukes 45 views 6 comments 0 points Most recent by jlukes July 2024Registers & Transactions (Windows)
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  Connect to Amazon account to download orders assign categories to individual items, match up/split

  Under Consideration Mac Chinsomboon 6.1K views 39 comments 67 points Most recent by gregw637 July 2024Manage Accounts and Transactions
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  Has anyone else experienced ALL paycheck deposits DISAPPEARING?

  Answered Closed robin12046 45 views 4 comments 0 points Most recent by NotACPA July 2024Registers & Transactions (Windows)
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  Fix TAG field to be consistent with CATEGORY and PAYEE fields during data entry

  Reviewed AndrewQ 12 views 0 comments 2 points Most recent by AndrewQ July 2024Product Enhancements
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  Renaming and Applying Category to Multiple Payees

  Answered Closed Askoz 17 views 1 comment 0 points Most recent by Rocket J Squirrel July 2024File Conversion and Backup (Windows)
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  Allow removing a tag or tags in Transaction Info popup

  Reviewed blmatthews 40 views 0 comments 3 points Most recent by blmatthews July 2024Manage Accounts and Transactions
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  Hide Closed Accounts Option in Category List [Edited]

  Reviewed wertwqtrwetrwtwtr 16 views 0 comments 3 points Most recent by wertwqtrwetrwtwtr June 2024Manage Accounts and Transactions
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  Mark a transaction "cleared" with a key combination-shortcut instead of a mouse click

  Closed caffreye44 167 views 1 comment 2 points Most recent by UKR June 2024Errors and Troubleshooting (Windows)