Add/Edit Transactions

Discussion List

• 
  Janney Montgomery Account no longer downloads properly

  Closed dshaspiro1 203 views 12 comments 0 points Most recent by Quicken Jasmine February 2022Download, Add/Update Accounts (Mac)
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  Autofill in Check Register

  Answered ✓ Closed Allan L. 743 views 2 comments 0 points Most recent by jacobs February 2022Errors and Troubleshooting (Mac)
• 
  Schwab Investment Transfers Posting as 'Other Income'

  Closed skeeterbuck 84 views 1 comment 0 points Most recent by Quicken Jasmine February 2022Investing (Mac)
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  Close Investment Account and Past Transactions Disappear from Reports (Q Mac)- Followup

  Closed Jimbo21742 61 views 1 comment 2 points Most recent by Quicken Jared February 2022Investing (Mac)
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  2 Checking Accounts / Deposit, Subtraction or Both

  Answered ✓ Closed Reese Shellman 184 views 6 comments 0 points Most recent by volvogirl February 2022Registers & Transactions (Windows)
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  Duplicate credit card payment transactions from Bank of America

  Closed GenoM 172 views 7 comments 0 points Most recent by Quicken Jared February 2022Registers & Transactions (Mac)
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  Category Reports Do Not Agree

  Closed Merlady 51 views 5 comments 1 point Most recent by Merlady February 2022Reports (Mac)
• 
  Sorting by Payees Using All Characters

  Closed FlyerFran 43 views 4 comments 0 points Most recent by Chris_QPW February 2022Registers & Transactions (Windows)
• 
  Citi Update Error CC-502

  Answered ✓ Closed tralfamadore 551 views 4 comments 0 points Most recent by tralfamadore February 2022Download, Add/Update Accounts (Windows)
• 
  Set Default for Date Range Filter

  Answered ✓ Closed Tactical 1 283 views 1 comment 0 points Most recent by Rocket J Squirrel February 2022Registers & Transactions (Windows)
• 
  How should I set up retirement income in Quicken Deluxe

  Closed jeff.hecht 656 views 4 comments 0 points Most recent by jacobs February 2022Registers & Transactions (Mac)
• 
  Why is TRANSACTIONS tab greyed out?

  Answered Closed peppersvnv 1.1K views 4 comments 0 points Most recent by Jon February 2022Investing (Mac)
• 
  Quicken Connect Renaming / Citibank

  Closed Perry Gershon 93 views 1 comment 1 point Most recent by Quicken Jared February 2022Download, Add/Update Accounts (Mac)
• 
  How do I post a 1099-SA amount for my HSA in Quicken so it transfers to TurboTax?

  Answered Closed John R G 84 views 2 comments 0 points Most recent by Chris_QPW February 2022Investing (Windows)
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  How to enter a single transaction across multiple accounts

  Answered Closed Dirkus 196 views 3 comments 0 points Most recent by volvogirl February 2022Registers & Transactions (Windows)
• 
  Workaround for Import Link problem

  Answered Closed CaroCaro 153 views 7 comments 0 points Most recent by Chris_QPW February 2022Download, Add/Update Accounts (Mac)
• 
  Vanguard Settlement Fund bank transfers and dividends

  Closed Robhawaii 382 views 1 comment 0 points Most recent by Robhawaii February 2022Registers & Transactions (Mac)
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  Investment Brokerage Setup Not Providing Correct Balances

  Closed JoeFQV 92 views 0 comments 0 points Most recent by JoeFQV February 2022Investing (Mac)
• 
  Reviewed and Cleared Transactions

  Closed ErikC 264 views 1 comment 1 point Most recent by Quicken Anja February 2022Using Quicken on the Web
• 
  BUG - Credit Cards with Credit Balances confuse Quicken Reconciliation

  Closed James Wallerius 96 views 4 comments 0 points Most recent by jacobs February 2022Errors and Troubleshooting (Mac)
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  I just want to account for an intrabank transfer that already happened, not initiate one.

  Answered ✓ Closed Boopsie 63 views 3 comments 0 points Most recent by Ps56k2 January 2022New to Quicken/Getting Started (Mac)
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  Transactions Missed (Q Mac)

  Answered Closed TD-CS 32 views 1 comment 0 points Most recent by Quicken Jared January 2022Download, Add/Update Accounts (Mac)
• 
  Customer Support hung up on me

  Closed jrsenger 512 views 1 comment 0 points Most recent by GeoffG January 2022Download, Add/Update Accounts (Windows)
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  Bank of America Loan Transactions Download Problems

  Closed gagasp 41 views 1 comment 0 points Most recent by Quicken Paloma January 2022Download, Add/Update Accounts (Windows)
• 
  Help with Wells Fargo communication with Quicken of MAC

  Answered Closed LBA42 21 views 1 comment 0 points Most recent by Quicken Jared January 2022Download, Add/Update Accounts (Mac)