Add/Edit Transactions

Discussion List

• 
  Is it possible to download from a credit union the same .QFX file and import a second time?

  Answered ✓ Closed gofish 185 views 3 comments 0 points Most recent by Chris_QPW March 2021Download, Add/Update Accounts (Windows)
• 
  How to enter a general journal entry

  Answered ✓ Closed jtduke44 9K views 10 comments 0 points Most recent by Chris_QPW March 2021Registers & Transactions (Windows)
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  I have 2 BANKS that DO NOT seem to d/l transactions

  Answered ✓ Closed Irv Spalten 32 views 3 comments 0 points Most recent by Irv Spalten March 2021Download, Add/Update Accounts (Windows)
• 
  Update is changing entries and not alerting to a match

  Answered ✓ Closed jdivito001 207 views 12 comments 0 points Most recent by Quicken Sarah March 2021Download, Add/Update Accounts (Windows)
• 
  UTX-OTIS-CARR RTN - RTX - How to handle multiple Lots and cost basis for these transactions?

  Answered ✓ tas99 13 views 2 comments 0 points Most recent by q_lurker March 2021Investing (Windows)
• 
  One Step Update - says it has done its job but there are no transactions - interim SOLUTION!

  Answered Closed Michelle 0126 374 views 10 comments 1 point Most recent by Pyric05 March 2021Download, Add/Update Accounts (Windows)
• 
  How do I download more than 3 days worth of transactions...

  Answered ✓ Closed Herman 32 views 2 comments 0 points Most recent by Chris_QPW March 2021Download, Add/Update Accounts (Windows)
• 
  Anyone else having issues with Ally Bank and reconciliation?

  Answered ✓ Closed mistele9 174 views 7 comments 0 points Most recent by mistele9 March 2021Download, Add/Update Accounts (Windows)
• 
  Unplanned Sort in Bank Register

  Answered ✓ JSullG 31 views 3 comments 0 points Most recent by UKR February 2021Registers & Transactions (Windows)
• 
  Why won't Categories save Tax Line Items?

  Answered Closed Turbofast 216 views 13 comments 0 points Most recent by Turbofast February 2021Business and Rental Property Tools (Windows)
• 
  Why do my downloaded transactions get reverted after I edit them?

  Answered Closed rismanma 83 views 8 comments 0 points Most recent by rismanma February 2021Errors and Troubleshooting (Windows)
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  Auto Match Downloaded Transactions Not Working

  Answered ✓ Closed Brian D. Saylor 1K views 5 comments 1 point Most recent by Quicken_Tyka February 2021Download, Add/Update Accounts (Windows)
• 
  A new user asks: How can I select an ENTIRE transaction (as opposed to just a single field with it?)

  Answered ✓ Closed Elizabeth A 51 views 2 comments 0 points Most recent by Elizabeth A February 2021New to Quicken/Getting Started (Windows)
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  Anyone know how to "Find and Replace" in reports or accounts? (Q Mac)

  Answered ✓ Closed PeterSchum 264 views 7 comments 0 points Most recent by jbsocal February 2021Reports (Mac)
• 
  Transactions matching up wrong

  Answered Closed Homebrewer129 102 views 3 comments 0 points Most recent by Quicken Anja February 2021Download, Add/Update Accounts (Windows)
• 
  Error OL-221-A (OL-221-B) on Lowe's Cr Card/Synchrony Bank download

  Answered Closed jmmdownhilQuI 308 views 6 comments 0 points Most recent by jmmdownhilQuI February 2021Download, Add/Update Accounts (Windows)
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  Unable to update Navy Federal Credit Union transactions

  Answered ✓ Closed Jodi R 211 views 5 comments 0 points Most recent by robertwflynn February 2021Download, Add/Update Accounts (Windows)
• 
  Category field showing Accounts instead of Categories

  Answered ✓ CptKirk 127 views 1 comment 0 points Most recent by Sherlock February 2021Registers & Transactions (Windows)
• 
  Quicken Deluxe - is there an audit trail report/function?

  Answered ✓ kristinabourget 777 views 1 comment 0 points Most recent by Tom Young February 2021Registers & Transactions (Windows)
• 
  Merger and CUSIP/symbol change (twice)

  Answered ✓ kydar 293 views 6 comments 0 points Most recent by Tom Young February 2021Investing (Windows)
• 
  Reallocation within an Annuity Investment

  Answered Dr.Richard50 12 views 3 comments 0 points Most recent by Dr.Richard50 February 2021Registers & Transactions (Windows)
• 
  Having trouble inputting a paycheck.

  Answered ✓ Closed sgrimm 81 views 3 comments 0 points Most recent by Frankx February 2021Budgeting and Planning Tools (Windows)
• 
  How do I move transfers from a connected account to an unconnected one? Can I do this automatically

  Answered Closed LB395 21 views 1 comment 0 points Most recent by Sherlock February 2021New to Quicken/Getting Started (Windows)
• 
  Is there any way to download transactions dated back to 1/1/2020 or do I have to manually input?

  Answered ✓ Closed resys50 31 views 2 comments 0 points Most recent by resys50 February 2021Download, Add/Update Accounts (Windows)