Add/Edit Transactions

Discussion List

• 
  How do I set up correctly for eBay sales

  Closed vpep 852 views 1 comment 0 points Most recent by Quicken Janean April 2022Registers & Transactions (Windows)
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  Reconciliation Summary Report lists CLEARED transactions as UNCLEARED

  QknConfused 73 views 0 comments 0 points Most recent by QknConfused April 2022Reports (Windows)
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  Vanguard downloaded transaction to wrong account

  Answered ✓ Closed FEC 265 views 7 comments 0 points Most recent by FEC April 2022Download, Add/Update Accounts (Windows)
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  What transaction category should be used for home sale proceeds?

  Answered ✓ Closed Will Fiveash 1.1K views 4 comments 0 points Most recent by jacobs April 2022Registers & Transactions (Mac)
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  Moving Transactions Between Budgets

  Closed GEREEF 61 views 1 comment 0 points Most recent by jacobs April 2022Registers & Transactions (Mac)
• 
  How can I transfer shares from a canadian dollar account to a USD account

  Answered Closed jswilkie 152 views 1 comment 0 points Most recent by Quicken Janean April 2022Investing (Windows)
• 
  transfering securities

  Closed chasrmack 182 views 2 comments 0 points Most recent by q_lurker April 2022Registers & Transactions (Windows)
• 
  Changing the Opening Balance

  Answered Closed PYohe 361 views 5 comments 0 points Most recent by PYohe April 2022New to Quicken/Getting Started (Windows)
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  Categories are changing after reconciliation on their own

  Closed bussysconsultant 53 views 1 comment 0 points Most recent by Sherlock April 2022Errors and Troubleshooting (Windows)
• 
  How do I fix an incorrect next due date for rent payment?

  Answered Closed JJVirtue 62 views 1 comment 0 points Most recent by Quicken Jasmine April 2022Business and Rental Property Tools (Windows)
• 
  CDCFCU transaction downloads lag bank's

  Closed Roger_B 121 views 7 comments 0 points Most recent by Quicken Anja April 2022Download, Add/Update Accounts (Mac)
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  When entering a security in "Misc Expense" - security gets blanked out upon entry

  Answered ✓ Closed jca 51 views 5 comments 0 points Most recent by jca April 2022Registers & Transactions (Windows)
• 
  Sch C - missing transactions

  Answered Closed mfaulken 57 views 8 comments 0 points Most recent by mfaulken April 2022Business and Rental Property Tools (Windows)
• 
  Matching Security Lookup Doesn't

  Closed klcross 131 views 0 comments 0 points Most recent by klcross April 2022Investing (Windows)
• 
  Fix Mutual Fund Conversion so cost basis is correct if holding is set to "Use Average Cost"

  Closed Jim_Harman 407 views 10 comments 8 points Most recent by zkaps April 2022Investing (Windows)
• 
  Updated to win 10, now have some data in User Account, some in Admin Account. Can I combine them?

  Answered Closed Johnmuench 21 views 1 comment 0 points Most recent by Sherlock April 2022Download, Add/Update Accounts (Windows)
• 
  Cost Basis After Mutual Fund Conversion

  Closed zkaps 233 views 8 comments 0 points Most recent by Tom Young April 2022Investing (Windows)
• 
  Tag Processing During New Customer Payment

  Answered Closed Jon_sacks 53 views 6 comments 0 points Most recent by Jon_sacks April 2022Registers & Transactions (Windows)
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  I would like to delete a transaction from a report but not from the register.

  Answered Closed MGFMC 72 views 4 comments 0 points Most recent by MGFMC April 2022Reports (Windows)
• 
  Quicken investment register bugs.

  Closed Gus F 91 views 0 comments 0 points Most recent by Gus F April 2022Registers & Transactions (Windows)
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  How to Delete Duplicate Register Entries

  Closed shelquis 163 views 27 comments 0 points Most recent by Dora123 April 2022Registers & Transactions (Windows)
• 
  Investment Cash Category vs. Bank Cash Category

  Closed ks426 31 views 1 comment 0 points Most recent by Jim_Harman April 2022Reports (Windows)
• 
  My reconciliation window shows reconciled items from over a year ago.

  Answered Closed Jan G 21 views 2 comments 0 points Most recent by Jan G April 2022Registers & Transactions (Windows)
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  None of my accounts are able to retain a connection linkage to the bank/brokerage.

  Answered Closed sdurrance 134 views 16 comments 0 points Most recent by sdurrance April 2022Download, Add/Update Accounts (Windows)
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  No "Share Balance" in Brokerage Transactions window

  Closed barryi 31 views 2 comments 0 points Most recent by barryi April 2022Registers & Transactions (Mac)