Add/Edit Transactions

Discussion List

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  Invalid Instance Date when changing date on one-time scheduled bill (Q Mac)

  Closed R1456 46 views 1 comment 0 points Most recent by Quicken Kristina April 2024Errors and Troubleshooting (Mac)
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  Downloaded Wells Fargo investment transactions are labeled "deposits" (edit)

  Closed LAHK 22 views 0 comments 0 points Most recent by LAHK April 2024Download, Add/Update Accounts (Windows)
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  No Undo Button???

  Answered Closed ithinkimadeamistake 198 views 2 comments 0 points Most recent by Chris_QPW April 2024New to Quicken/Getting Started (Windows)
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  "Save, More Actions, Split" Icons Missing from Banking Register

  Answered ✓ Closed SeaStar 80 views 2 comments 0 points Most recent by SeaStar April 2024Registers & Transactions (Windows)
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  I messed up downloading a Stock Split transaction, how do I fix it?

  Closed Tony Luers 48 views 0 comments 0 points Most recent by Tony Luers April 2024Download, Add/Update Accounts (Windows)
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  All transactions are missing, but balances are correct

  Closed ktjones 98 views 8 comments 0 points Most recent by ktjones April 2024Errors and Troubleshooting (Windows)
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  Incorrect market values in Vanguard investing accounts

  Closed ksnm 61 views 2 comments 0 points Most recent by ksnm April 2024Investing (Mac)
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  Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

  Reviewed f0445780 1.2K views 26 comments 35 points Most recent by Jim_Harman April 2024Investments
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  Entering data in the memo field (Q Mac)

  Answered Closed Bob_Mc 174 views 5 comments 0 points Most recent by Bob_Mc March 2024New to Quicken/Getting Started (Mac)
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  Unable to Deactivate Downloads

  Closed Jim Shiffrin 48 views 2 comments 0 points Most recent by Jim Shiffrin March 2024Errors and Troubleshooting (Windows)
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  Duplicate a transaction

  Reviewed CascadiaBird 27 views 0 comments 1 point Most recent by CascadiaBird March 2024Ideas for Quicken on The Web
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  Move a transaction to another account

  Reviewed CascadiaBird 26 views 0 comments 1 point Most recent by CascadiaBird March 2024Ideas for Quicken on The Web
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  Fields are not populating with information. Categories/ Invoice Bill to Addresses

  Closed bpoppe1953 24 views 0 comments 0 points Most recent by bpoppe1953 March 2024Business and Rental Property Tools (Windows)
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  Lock an account.

  Reviewed TTSguy 37 views 1 comment 1 point Most recent by UKR March 2024Product Enhancements
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  How do I enter a paycheck when the destination is a Fidelity brokerage with a separate cash account

  Answered Closed debbieacog 927 views 4 comments 0 points Most recent by debbieacog March 2024Registers & Transactions (Windows)
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  Functionality Removed?

  Answered ✓ Closed ARC7196 88 views 4 comments 0 points Most recent by ARC7196 March 2024Registers & Transactions (Windows)
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  Unmatched transactions keep the mismatched date

  Closed DiscoClark 68 views 1 comment 0 points Most recent by mshiggins March 2024Errors and Troubleshooting (Windows)
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  PAPERCLIP FIX!!

  Closed davebelize 94 views 2 comments 1 point Most recent by FoxHollow March 2024Registers & Transactions (Windows)
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  Poor handling of Roth income and distributions. Particularly "Action" types.

  Closed atstephan3@ 95 views 3 comments -1 point Most recent by Tom Young March 2024Investing (Windows)
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  Fix share transfer function?

  Reviewed Microfiche 28 views 0 comments 2 points Most recent by Microfiche March 2024Canada Windows
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  Trying to import Vanguard 401(K) transactions

  Closed Michael Rosen 79 views 2 comments 0 points Most recent by mshiggins February 2024Investing (Windows)
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  Best Practices Help - Apple Cash

  Closed Steve_Calif 416 views 1 comment 0 points Most recent by jacobs February 2024Registers & Transactions (Mac)
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  When Importing a QFX file (apparently) random categories are not imported.

  Closed DoctorBrown 46 views 0 comments 0 points Most recent by DoctorBrown February 2024Registers & Transactions (Windows)
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  Any way to import CSV investing transactions - but ?

  Answered Closed Michael Rosen 420 views 6 comments 0 points Most recent by Jim_Harman February 2024Investing (Windows)
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  Merged: How do I record fees in my 401(K)?

  Michael Rosen 21 views 0 comments 0 points Most recent by Michael Rosen February 2024Investing (Windows)
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  Foreign currency transactions into Quicken Mac in USD - best practices?

  Closed tonyfv 113 views 0 comments 0 points Most recent by tonyfv February 2024Registers & Transactions (Mac)
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  Bills marked as paid manually show up as income transactions. How to fix this?

  Answered Closed Ran1565 104 views 5 comments 0 points Most recent by jacobs February 2024Registers & Transactions (Mac)
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  Downloading posted future transactions

  Answered Closed Chefcda 62 views 5 comments 0 points Most recent by Boatnmaniac February 2024Download, Add/Update Accounts (Mac)
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  ApplePay integration with mobile app (2 Legacy Votes)

  Under Consideration mkennon 335 views 9 comments 16 points Most recent by Quicken Anja February 2024Ideas for Mobile
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  How to add missing transactions from Vanguard

  Answered Closed patrick 59 views 1 comment 0 points Most recent by Quicken Kristina February 2024Download, Add/Update Accounts (Mac)