Add/Edit Transactions

Discussion List

• 
  Merged: Continuing Schwab Update issues

  rolanddawson2500 21 views 0 comments 0 points Most recent by rolanddawson2500 November 2021Download, Add/Update Accounts (Windows)
• 
  Add new Fixed Index Annuity account

  Answered ✓ Closed FrazzleRock 601 views 2 comments 1 point Most recent by FrazzleRock November 2021Download, Add/Update Accounts (Windows)
• 
  Categorization of Taxable and Non Taxable Transactions

  Closed Jay2456 151 views 1 comment 1 point Most recent by Jim_Harman November 2021Download, Add/Update Accounts (Windows)
• 
  Quicken does not post transactions from First Tech federal credit union

  Closed TomStark 41 views 1 comment 0 points Most recent by Quicken Anja November 2021Registers & Transactions (Windows)
• 
  Merged: QUICKEN NOT UPDATING AFTER DEACTIVATING AND REACTIVATING 11/19/2021

  Alz 11 views 0 comments 0 points Most recent by Alz November 2021Download, Add/Update Accounts (Windows)
• 
  downloaded transactions are not appearing, only see flag

  Answered Closed doncom 51 views 7 comments 0 points Most recent by Quicken Anja November 2021Download, Add/Update Accounts (Windows)
• 
  Does updating a transaction category in my bank update in Quicken too?

  Answered Closed Reed Brown 21 views 1 comment 0 points Most recent by UKR November 2021Download, Add/Update Accounts (Mac)
• 
  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)
• 
  More cash balance discrepancy between holdings and register values

  Closed kharreld 41 views 0 comments 0 points Most recent by kharreld November 2021Investing (Windows)
• 
  Access for Transaction Register in Downloaded Mortgage account

  Answered ✓ Closed Sullymaan 673 views 5 comments 0 points Most recent by Cholo November 2021Registers & Transactions (Windows)
• 
  Why can't I connect to Ally Bank my IRA accounts?

  Answered ✓ Closed edpigeon 162 views 3 comments 0 points Most recent by Quicken Paloma November 2021Download, Add/Update Accounts (Mac)
• 
  I'm having trouble adding a new brokerage account - QMac - Oppenheimer Co.

  Answered ✓ Closed DonaldG1 141 views 5 comments 0 points Most recent by Quicken Anja November 2021Download, Add/Update Accounts (Mac)
• 
  Successful sale of security generates a transactional loss?

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

  Answered jdmcmah 83 views 1 comment 0 points Most recent by Quicken Anja November 2021Investing (Mac)
• 
  Mistaken date change put transaction out of order. How do I get it back in it's original place?

  Answered ✓ Closed Bayguy 152 views 3 comments 0 points Most recent by Bayguy November 2021Errors and Troubleshooting (Windows)
• 
  Quicken for Mac downloads only some brokerage transactions, no support from Quicken

  Closed Alan Edelman 22 views 1 comment 0 points Most recent by jacobs November 2021Download, Add/Update Accounts (Mac)
• 
  Disappearing Categories

  Answered Closed BConley 71 views 5 comments 0 points Most recent by BConley October 2021Download, Add/Update Accounts (Mac)
• 
  entering receipts

  brsdb3381 31 views 0 comments 0 points Most recent by brsdb3381 October 2021Registers & Transactions (Windows)
• 
  How do I set up a checking account with a brokerage firm as checking, not brokerage (Q Mac)

  Answered ✓ Closed JoeJ 1.1K views 14 comments 1 point Most recent by jacobs October 2021Download, Add/Update Accounts (Mac)
• 
  How to enter transactions to sell shares from 2 MF accounts and buy shares in another MF account

  jarhtmd 84 views 7 comments 0 points Most recent by q_lurker October 2021Investing (Windows)
• 
  Why can I not access my 401k investment transactions?

  Answered ✓ Closed Jarrett 421 views 4 comments 0 points Most recent by Jarrett October 2021Registers & Transactions (Mac)
• 
  Getting transactions to the correct place

  Answered Closed ShiversShack 31 views 3 comments 0 points Most recent by NotACPA October 2021Registers & Transactions (Mac)
• 
  Adding expenses to an invoice doesn't work

  Answered Closed jod.z 13 views 2 comments 0 points Most recent by jod.z October 2021Business and Rental Property Tools (Windows)