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Discussion List

• 
  Matching Security Lookup Doesn't

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

  Closed Jim_Harman 419 views 10 comments 8 points Most recent by zkaps April 2022Investing (Windows)
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  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)
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  Cost Basis After Mutual Fund Conversion

  Closed zkaps 235 views 8 comments 0 points Most recent by Tom Young April 2022Investing (Windows)
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  Tag Processing During New Customer Payment

  Answered Closed Jon_sacks 59 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 94 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 171 views 27 comments 0 points Most recent by Dora123 April 2022Registers & Transactions (Windows)
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  Investment Cash Category vs. Bank Cash Category

  Closed ks426 32 views 1 comment 0 points Most recent by Jim_Harman April 2022Reports (Windows)
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  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 139 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 32 views 2 comments 0 points Most recent by barryi April 2022Registers & Transactions (Mac)
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  All my financial accounts are marked reconciled

  Answered Closed The Big Guy 34 views 7 comments 0 points Most recent by Focus Research April 2022Registers & Transactions (Windows)
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  Is there a way to create a custom QDF so I can import PayPal transactions more easily?

  Answered Closed Andrew Angell 145 views 2 comments 0 points Most recent by Chris_QPW March 2022Download, Add/Update Accounts (Windows)
• 
  Anyone know how to update a stock or mutual fund price manually?

  Answered Closed gcamp3 61 views 2 comments 0 points Most recent by jacobs March 2022Investing (Mac)
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  Duplicated Paycheck Entry Detail

  Closed clales 131 views 1 comment 0 points Most recent by mshiggins March 2022Registers & Transactions (Windows)
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  Is there a best way to reconcile previous months?

  Answered Closed John Sellers 423 views 2 comments 0 points Most recent by Chris_QPW March 2022Registers & Transactions (Windows)
• 
  how to set up manual mortgage account on mac since Freedom mortgage isn't working

  Closed pamela77 102 views 1 comment 0 points Most recent by Quicken Anja March 2022Registers & Transactions (Mac)
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  Statement Payee and Statement Amount seriously wrong on downloads

  Closed cony 36 views 3 comments 0 points Most recent by jacobs March 2022Errors and Troubleshooting (Mac)
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  This product needs more... More granulated mapping to the federal tax forms.

  Closed MrLeeL 53 views 4 comments 5 points Most recent by Ps56k2 March 2022Registers & Transactions (Windows)
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  Issues with Transaction download

  Answered Closed MrLeeL 55 views 2 comments 0 points Most recent by MrLeeL March 2022Download, Add/Update Accounts (Windows)
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  Canceling Transactions caught in Processing mode

  Closed cgbertsche 72 views 3 comments 0 points Most recent by Quicken Anja March 2022Registers & Transactions (Windows)
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  "Resulting Value too big" on a stock purchase

  Answered Closed Golauren 44 views 1 comment 0 points Most recent by Frankx March 2022Investing (Windows)
• 
  Split a transaction overtime

  Answered Closed art6050 12 views 1 comment 0 points Most recent by NotACPA March 2022New to Quicken/Getting Started (Mac)
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  EIDL Loan

  Answered Closed benb408 63 views 3 comments 0 points Most recent by NotACPA March 2022Business and Rental Property Tools (Windows)