Add/Edit Transactions

Discussion List

• 
  31

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

  Reviewed f0445780 1.1K views 26 comments 31 points Most recent by Jim_Harman April 2Investments
• 
  Entering data in the memo field (Q Mac)

  Answered Closed Bob_Mc 171 views 5 comments 0 points Most recent by Bob_Mc March 30New to Quicken/Getting Started (Mac)
• 
  Unable to Deactivate Downloads

  Closed Jim Shiffrin 43 views 2 comments 0 points Most recent by Jim Shiffrin March 27Errors and Troubleshooting (Windows)
• 
  1

  Up
  Duplicate a transaction

  Reviewed CascadiaBird 25 views 0 comments 1 point Most recent by CascadiaBird March 27Ideas for Quicken on The Web
• 
  1

  Up
  Move a transaction to another account

  Reviewed CascadiaBird 23 views 0 comments 1 point Most recent by CascadiaBird March 27Ideas for Quicken on The Web
• 
  Fields are not populating with information. Categories/ Invoice Bill to Addresses

  Closed bpoppe1953 23 views 0 comments 0 points Most recent by bpoppe1953 March 26Business and Rental Property Tools (Windows)
• 
  1

  Up
  Lock an account.

  Reviewed TTSguy 35 views 1 comment 1 point Most recent by UKR March 25Product Enhancements
• 
  How do I enter a paycheck when the destination is a Fidelity brokerage with a separate cash account

  Answered Closed debbieacog 843 views 4 comments 0 points Most recent by debbieacog March 24Registers & Transactions (Windows)
• 
  Functionality Removed?

  Answered ✓ Closed ARC7196 84 views 4 comments 0 points Most recent by ARC7196 March 24Registers & Transactions (Windows)
• 
  Unmatched transactions keep the mismatched date

  Closed DiscoClark 64 views 1 comment 0 points Most recent by mshiggins March 4Errors and Troubleshooting (Windows)
• 
  PAPERCLIP FIX!!

  Closed davebelize 92 views 2 comments 1 point Most recent by FoxHollow March 4Registers & Transactions (Windows)
• 
  Poor handling of Roth income and distributions. Particularly "Action" types.

  Closed atstephan3@ 77 views 3 comments -1 point Most recent by Tom Young March 1Investing (Windows)
• 
  2

  Up
  Fix share transfer function?

  Reviewed Microfiche 23 views 0 comments 2 points Most recent by Microfiche March 1Canada Windows
• 
  Trying to import Vanguard 401(K) transactions

  Closed Michael Rosen 63 views 2 comments 0 points Most recent by mshiggins February 29Investing (Windows)
• 
  Best Practices Help - Apple Cash

  Closed Steve_Calif 311 views 1 comment 0 points Most recent by jacobs February 27Registers & Transactions (Mac)
• 
  When Importing a QFX file (apparently) random categories are not imported.

  Closed DoctorBrown 34 views 0 comments 0 points Most recent by DoctorBrown February 22Registers & Transactions (Windows)
• 
  Any way to import CSV investing transactions - but ?

  Answered Closed Michael Rosen 346 views 6 comments 0 points Most recent by Jim_Harman February 21Investing (Windows)
• 
  Merged: How do I record fees in my 401(K)?

  Michael Rosen 21 views 0 comments 0 points Most recent by Michael Rosen February 20Investing (Windows)
• 
  Foreign currency transactions into Quicken Mac in USD - best practices?

  Closed tonyfv 92 views 0 comments 0 points Most recent by tonyfv February 20Registers & Transactions (Mac)
• 
  Bills marked as paid manually show up as income transactions. How to fix this?

  Answered Closed Ran1565 76 views 5 comments 0 points Most recent by jacobs February 19Registers & Transactions (Mac)
• 
  Downloading posted future transactions

  Answered Closed Chefcda 64 views 5 comments 0 points Most recent by Boatnmaniac February 18Download, Add/Update Accounts (Mac)
• 
  16

  Up
  ApplePay integration with mobile app (2 Legacy Votes)

  Under Consideration mkennon 332 views 9 comments 16 points Most recent by Quicken Anja February 17Ideas for Mobile
• 
  How to add missing transactions from Vanguard

  Answered Closed patrick 52 views 1 comment 0 points Most recent by Quicken Kristina February 16Download, Add/Update Accounts (Mac)
• 
  How Do I Account for a Share Distribution by MODIV, of GIPR?

  Closed PeterMorris12 51 views 3 comments 0 points Most recent by PeterMorris12 February 16Investing (Windows)
• 
  Quicken confused by security names

  Closed Tony Luers 144 views 9 comments 0 points Most recent by Tony Luers February 15Investing (Windows)
• 
  Entering transactions very slow since latest release

  Answered Closed ejrosenzweig 3.1K views 95 comments 1 point Most recent by jeff2r February 15Errors and Troubleshooting (Windows)
• 
  1

  Up
  Add tax year field for all tax-related items

  Reviewed DManowitz 41 views 1 comment 1 point Most recent by Jim_Harman February 14Product Enhancements
• 
  Renaming Rule based on Account and Payee Conditions

  Closed QU422Years 45 views 1 comment 0 points Most recent by Chris_QPW February 11Registers & Transactions (Mac)
• 
  Cannot authorize Express Web Connect+ - - US Bank credit card accounts (edit)

  Closed BillQ 65 views 5 comments 0 points Most recent by BillQ February 11Download, Add/Update Accounts (Windows)
• 
  "Notes" field erases itself as transaction is Saved.

  Closed Soopy 22 views 1 comment 0 points Most recent by Quicken Anja February 10Registers & Transactions (Windows)