Add/Edit Transactions

Discussion List

• 
  How do you enter a CD/Annuity account into Q? [Edited]

  Answered Closed EEProf 32 views 3 comments 1 point Most recent by Quicken Jared January 2022Download, Add/Update Accounts (Mac)
• 
  "Not reviewed" symbol in status column

  Answered Closed codad3x 52 views 2 comments 0 points Most recent by Quicken Alyssa January 2022Registers & Transactions (Mac)
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  trying to enter a transfer transaction from one account to another - error -

  Answered Closed roger the s 21 views 5 comments 0 points Most recent by UKR January 2022Download, Add/Update Accounts (Windows)
• 
  Split Transactions Show Full Name (Q Mac)

  Answered ✓ Closed mybank2002 92 views 5 comments 0 points Most recent by mybank2002 January 2022Budgeting and Planning Tools (Mac)
• 
  Entering Deposits

  Closed Jim2h 1.3K views 6 comments 1 point Most recent by jacobs January 2022Registers & Transactions (Mac)
• 
  Entry not showing in check register

  Closed Fred Boyer 72 views 2 comments 0 points Most recent by Fred Boyer January 2022Budgeting and Planning Tools (Windows)
• 
  Transfers are showing as deposits

  Answered ✓ Closed KathyNWT 83 views 5 comments 0 points Most recent by jbmcgaw January 2022Registers & Transactions (Windows)
• 
  Bill Pay transaction locked (sent, but not processed)

  Closed aslot123 523 views 0 comments 2 points Most recent by aslot123 January 2022Registers & Transactions (Mac)
• 
  reconciling stock splits

  Answered ✓ Closed MonorailGold 131 views 2 comments 0 points Most recent by MonorailGold January 2022Investing (Mac)
• 
  Merged: Wells Fargo Advisors not downloading new transactions

  nls 11 views 0 comments 0 points Most recent by nls January 2022Errors and Troubleshooting (Windows)
• 
  Fix automatic Mortgage split (principle/interest) which is always one month ahead

  Answered Closed GeeRab 122 views 11 comments 0 points Most recent by GeeRab January 2022Registers & Transactions (Mac)
• 
  Transfer Matching Issue with a group of transactions (Q Mac)

  Answered Closed Pianoman_Q 202 views 7 comments 0 points Most recent by Quicken Alyssa January 2022Registers & Transactions (Mac)
• 
  IRA RMD (required minimum distribution)

  Answered Closed WoodyS 62 views 1 comment 0 points Most recent by Sherlock January 2022Registers & Transactions (Windows)
• 
  ReinvLg No Longer Works

  Closed ersatzcookie 83 views 5 comments 0 points Most recent by GeoffG January 2022Download, Add/Update Accounts (Windows)
• 
  Wells Fargo not updating

  Closed CMiller 41 views 1 comment 0 points Most recent by Quicken Anja January 2022Registers & Transactions (Mac)
• 
  Cost Basis Incorrect

  Closed LadyAleena 522 views 2 comments 0 points Most recent by Tom Young January 2022Investing (Windows)
• 
  How to Change the category designation on multiple transactions at once?

  Answered ✓ Closed richterry2 6.3K views 3 comments 0 points Most recent by richterry2 January 2022Registers & Transactions (Windows)
• 
  New shares not recorded

  Answered Closed Michael Spiegelman 305 views 25 comments 0 points Most recent by jacobs January 2022Investing (Mac)
• 
  Merging scheduled and downloaded transactions

  Answered ✓ Closed 4pickering 533 views 5 comments 0 points Most recent by jacobs January 2022Paying Bills, eBills & Scheduled Transactions (Mac)
• 
  Missing Transactions-Quicken for Mac Premier wont load more than 8 days of transactions from Truist

  Closed Quick Learner 72 views 1 comment 0 points Most recent by Quick Learner January 2022Registers & Transactions (Mac)
• 
  Well Fargo Bank Bill pay not reliable

  Closed Arthur Begun 53 views 0 comments 0 points Most recent by Arthur Begun January 2022Registers & Transactions (Windows)
• 
  Edited transactions changed to original update every day

  Closed Karma over Dogma 114 views 12 comments 0 points Most recent by jacobs January 2022Errors and Troubleshooting (Mac)
• 
  how is synchronized memo field updating for matching transfer transactions done?

  Answered Closed SnowSkier 54 views 1 comment 0 points Most recent by q_lurker January 2022Registers & Transactions (Windows)
• 
  Too many problems to list

  Closed woolytooth 43 views 0 comments 0 points Most recent by woolytooth January 2022Download, Add/Update Accounts (Mac)
• 
  Merged: My (new model) Schwab bank account is STILL not downloading all transactions

  Budholm 11 views 0 comments 0 points Most recent by Budholm January 2022Download, Add/Update Accounts (Windows)
• 
  Quicken Discover Card Problem

  Closed JCrock 322 views 5 comments 0 points Most recent by jfclague January 2022Registers & Transactions (Windows)
• 
  Why are previously reconciliated transaction dates changing after downloads

  Answered Closed davidcjones 526 views 9 comments 0 points Most recent by davidcjones January 2022Registers & Transactions (Mac)
• 
  Can't import past account transactions for 2021. Citi QFX file will NOT import into existing account

  Answered Closed proengine 75 views 1 comment 0 points Most recent by Quicken Paloma January 2022Download, Add/Update Accounts (Windows)