Add/Edit Transactions

Discussion List

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  Does updating a transaction category in my bank update in Quicken too?

  Answered Closed Reed Brown 22 views 1 comment 0 points Most recent by UKR November 2021Download, Add/Update Accounts (Mac)
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  Auto Match Downloaded Transactions Not Working

  Closed robjoon 62 views 1 comment 0 points Most recent by Quicken Alyssa November 2021Download, Add/Update Accounts (Windows)
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  More cash balance discrepancy between holdings and register values

  Closed kharreld 49 views 0 comments 0 points Most recent by kharreld November 2021Investing (Windows)
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  Access for Transaction Register in Downloaded Mortgage account

  Answered ✓ Closed Sullymaan 671 views 5 comments 0 points Most recent by Cholo November 2021Registers & Transactions (Windows)
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  Why can't I connect to Ally Bank my IRA accounts?

  Answered ✓ Closed edpigeon 169 views 3 comments 0 points Most recent by Quicken Paloma November 2021Download, Add/Update Accounts (Mac)
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  I'm having trouble adding a new brokerage account - QMac - Oppenheimer Co.

  Answered ✓ Closed DonaldG1 146 views 5 comments 0 points Most recent by Quicken Anja November 2021Download, Add/Update Accounts (Mac)
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  Successful sale of security generates a transactional loss?

  Closed NeilMike 21 views 1 comment 0 points Most recent by jacobs November 2021Reports (Mac)
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  Why am I getting duplicate securities in retirement and brokerage accounts?

  Answered jdmcmah 84 views 1 comment 0 points Most recent by Quicken Anja November 2021Investing (Mac)
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  Mistaken date change put transaction out of order. How do I get it back in it's original place?

  Answered ✓ Closed Bayguy 153 views 3 comments 0 points Most recent by Bayguy November 2021Errors and Troubleshooting (Windows)
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  Quicken for Mac downloads only some brokerage transactions, no support from Quicken

  Closed Alan Edelman 24 views 1 comment 0 points Most recent by jacobs November 2021Download, Add/Update Accounts (Mac)
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  Disappearing Categories

  Answered Closed BConley 75 views 5 comments 0 points Most recent by BConley October 2021Download, Add/Update Accounts (Mac)
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  entering receipts

  brsdb3381 32 views 0 comments 0 points Most recent by brsdb3381 October 2021Registers & Transactions (Windows)
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  How do I set up a checking account with a brokerage firm as checking, not brokerage (Q Mac)

  Answered ✓ Closed JoeJ 1K views 14 comments 1 point Most recent by jacobs October 2021Download, Add/Update Accounts (Mac)
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  How to enter transactions to sell shares from 2 MF accounts and buy shares in another MF account

  jarhtmd 87 views 7 comments 0 points Most recent by q_lurker October 2021Investing (Windows)
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  Why can I not access my 401k investment transactions?

  Answered ✓ Closed Jarrett 422 views 4 comments 0 points Most recent by Jarrett October 2021Registers & Transactions (Mac)
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  Getting transactions to the correct place

  Answered Closed ShiversShack 33 views 3 comments 0 points Most recent by NotACPA October 2021Registers & Transactions (Mac)
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  Adding expenses to an invoice doesn't work

  Answered Closed jod.z 15 views 2 comments 0 points Most recent by jod.z October 2021Business and Rental Property Tools (Windows)
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  Wells Fargo Code OL 297 A

  Answered phdabney 94 views 4 comments 0 points Most recent by phdabney October 2021Download, Add/Update Accounts (Windows)
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  Categorizing transfers properly

  Closed aksdjfhlk23fkjhsa 4.1K views 8 comments 1 point Most recent by phyllis October 2021Registers & Transactions (Mac)
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  Enlarge size of Register's Payee dropdown window

  WhamboMPS 50 views 2 comments 1 point Most recent by WhamboMPS October 2021Registers & Transactions (Windows)
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  36.17 Investment Accounts Changed to Simple Tracking Method

  Closed KJK 32 views 2 comments 0 points Most recent by maxwelwp October 2021Investing (Windows)
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  Reconciling/Opening Balance ??

  Answered Closed Teeks 42 views 1 comment 0 points Most recent by Quicken Anja October 2021Registers & Transactions (Mac)
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  Cannot Exit Add Transaction (on Q Mobile)

  Closed Bob Carver 29 views 6 comments 0 points Most recent by Quicken Francisco October 2021Errors and Troubleshooting (Mobile)