Add/Edit Transactions

Discussion List

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  Does updated Schwab download overwrite or delete previously manually loaded transactions?

  Answered Closed Bill Payne 51 views 5 comments 0 points Most recent by dryfork December 2021Download, Add/Update Accounts (Mac)
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  Best way to change an Investing Account

  Answered Closed kashg 142 views 2 comments 0 points Most recent by Frankx December 2021Registers & Transactions (Windows)
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  Payments and deposits reversed

  Answered Closed Gwynt 141 views 4 comments 0 points Most recent by Jon4 December 2021Registers & Transactions (Windows)
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  Transfer Transaction Dates Different in Transfer to Account

  Answered ✓ Closed Quick_Brown_Pan 281 views 6 comments 0 points Most recent by Chris_QPW December 2021Registers & Transactions (Mac)
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  Unable to modify the opening balance in a savings goal

  Closed ChrisProto 101 views 8 comments 0 points Most recent by Chris_QPW December 2021Registers & Transactions (Windows)
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  Cash App online banking - trouble setting up account

  Answered ✓ Closed hispeedvcsel 2.3K views 7 comments 0 points Most recent by stinger32 December 2021Errors and Troubleshooting (Windows)
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  Anyone else having problems with Schwab not doing transaction downloads today?

  Answered Closed bobbakerarizona 75 views 5 comments 1 point Most recent by bobbakerarizona December 2021Download, Add/Update Accounts (Windows)
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  Extra account downloaded, out of balance

  Closed Dick Dailey 65 views 1 comment 0 points Most recent by Quicken Anja December 2021Download, Add/Update Accounts (Windows)
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  No ability to VOID a Check Pay lost check

  Closed solostorm 451 views 1 comment 1 point Most recent by q_lurker December 2021Registers & Transactions (Windows)
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  How to record prepaid items ( like interest, prop tax, and insurance) when creating new loan

  Answered ✓ Closed Nancy K 273 views 7 comments 0 points Most recent by Quicken Paloma December 2021Registers & Transactions (Windows)
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  Fidelity Investment Account transactions not downloading correctly

  Answered Closed luc1237 155 views 2 comments -1 point Most recent by Boatnmaniac December 2021Download, Add/Update Accounts (Windows)
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  Trouble Adding Bonus Paycheck

  Answered ✓ Closed DR806 1.8K views 11 comments 1 point Most recent by DR806 December 2021Registers & Transactions (Windows)
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  How would you categorize a rebate/credit?

  Answered Closed harry askenazi 222 views 4 comments 0 points Most recent by NotACPA December 2021Registers & Transactions (Windows)
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  Getting 2 tags on some transactions

  Answered Closed ccsjoe 311 views 12 comments 1 point Most recent by CdnAb December 2021Registers & Transactions (Windows)
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  Income

  Answered Closed Equestionbox 52 views 1 comment 0 points Most recent by Frankx December 2021Registers & Transactions (Windows)
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  Is it possible to automatically add a tag to every transaction in a bank account?

  Answered Closed LWilcox 721 views 4 comments 0 points Most recent by Jim_Harman December 2021Business and Rental Property Tools (Windows)
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  Save Transaction Not Working after Schwab to Quicken update

  Closed Stacey 85 views 1 comment 0 points Most recent by Quicken Jared December 2021Download, Add/Update Accounts (Windows)
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  Downloads change my entered dates for transactions

  Closed SRC1954 581 views 13 comments 0 points Most recent by hmeloab December 2021Download, Add/Update Accounts (Mac)
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  First Choice Federal Credit Union (Gloversville NY)

  Closed solostorm 115 views 3 comments 0 points Most recent by Quicken September December 2021Download, Add/Update Accounts (Windows)
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  Downloads via One-Step Update are not reliable - require frequent reactivation R37.37

  Closed RSM2000 115 views 3 comments 1 point Most recent by Quicken Jared December 2021Download, Add/Update Accounts (Windows)
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  Merged: Pentagon Federal Problems Continue

  Closed Kent Kester 11 views 0 comments 0 points Most recent by Kent Kester December 2021Download, Add/Update Accounts (Windows)
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  All of a sudden, the Balance Column on one of my accounts just disappeared.

  Answered Closed Nicholas126 811 views 17 comments 0 points Most recent by jacobs December 2021Errors and Troubleshooting (Mac)
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  Reversal of entries???

  Answered ✓ Closed Dameron1- 1.5K views 5 comments 0 points Most recent by Rocket J Squirrel December 2021Registers & Transactions (Windows)