Add/Edit Transactions

Discussion List

• 
  Best practice for entering partial mutual fund share class conversion

  Answered ✓ DJE1 303 views 9 comments 0 points Most recent by Sherlock January 2021Investing (Windows)
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  How do I edit multiple transactions with split categories?

  Answered ✓ jmrcrp 2.2K views 5 comments 0 points Most recent by jmrcrp January 2021Registers & Transactions (Windows)
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  Zelle - How do you download these transactions?

  Answered Closed ldranikoff 16.8K views 9 comments 0 points Most recent by ldranikoff January 2021Download, Add/Update Accounts (Windows)
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  No past transactions appear on Quicken for Mobile

  Answered Closed ahyltonnj 233 views 3 comments 1 point Most recent by Quicken_Tyka January 2021Errors and Troubleshooting (Mobile)
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  Merged: Split transactions not being memorized

  Robert Baskerville 21 views 0 comments 0 points Most recent by Robert Baskerville January 2021Errors and Troubleshooting (Windows)
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  Jan 13 2020 Citibank transaction download messed up previously downloaded / matched transaction

  Closed bevgulley45 54 views 9 comments 1 point Most recent by bevgulley45 January 2021Download, Add/Update Accounts (Windows)
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  Social Security (again)

  Answered Closed NJF9 731 views 11 comments 0 points Most recent by RandyB January 2021Paying Bills, eBills & Scheduled Transactions (Mac)
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  Should I open a new aacount or open a new Quicken file?

  Answered Closed jwinkel 22 views 1 comment 0 points Most recent by Quicken Francisco January 2021Download, Add/Update Accounts (Windows)
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  Merged: OL-293-A error for American Express

  AgBrewer97 261 views 0 comments 2 points Most recent by AgBrewer97 January 2021Download, Add/Update Accounts (Windows)
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  RMD record keeping

  Closed bartdawson 831 views 6 comments 0 points Most recent by Ps56k2 January 2021Download, Add/Update Accounts (Windows)
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  How to have two windows open at the same time?

  Answered Closed glick.melissa 181 views 4 comments 0 points Most recent by NotACPA January 2021Registers & Transactions (Windows)
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  Categories and Memoranda rewritten

  cecinit2007 21 views 1 comment 0 points Most recent by Quicken Anja January 2021Registers & Transactions (Windows)
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  One Step Update for PNC is overwriting matching transaction catagory detail

  Answered Closed jschindler192 31 views 1 comment 0 points Most recent by Quicken Anja January 2021Download, Add/Update Accounts (Windows)
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  Bond transactions are not updating in account

  Answered Closed lcdrhall 131 views 5 comments 0 points Most recent by lcdrhall January 2021Download, Add/Update Accounts (Mac)
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  Imports Incorrect Security From Fidelity

  Answered ✓ Closed jco 201 views 6 comments 0 points Most recent by jco January 2021Download, Add/Update Accounts (Windows)
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  Mutual Fund Conversion with a commission

  Answered Q_Ace 53 views 19 comments 0 points Most recent by q_lurker January 2021Registers & Transactions (Windows)
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  Downloaded transactions not displaying

  Answered ✓ Closed halljosh 701 views 8 comments 0 points Most recent by PetrS January 2021Download, Add/Update Accounts (Windows)
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  401(k) transactions no longer BoughtX

  Answered AZMike2021 141 views 3 comments -1 point Most recent by brandongblack January 2021Registers & Transactions (Windows)
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  Why aren't all my transactions being downloaded from Bank of America?

  Answered ✓ Closed kevintorg 481 views 2 comments 0 points Most recent by sullfam1 January 2021Download, Add/Update Accounts (Windows)
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  Coming back to using Quicken after years-what to do with my account as far as reconciliation

  Answered ✓ nhillborn 715 views 5 comments 0 points Most recent by nhillborn January 2021Registers & Transactions (Windows)
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  Regarding Viatris spinoff from Pfizer

  Answered ✓ Closed Fred Glock 1.7K views 4 comments 0 points Most recent by Fred Glock January 2021Download, Add/Update Accounts (Windows)
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  credit card (Citi) split transaction causes entry to be moved to bottom of register

  Answered Michael Vitale 22 views 4 comments 0 points Most recent by Michael Vitale January 2021Registers & Transactions (Windows)
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  Issue Adding FedLoan Account on Mac

  Answered Closed stevenabraham 31 views 2 comments 0 points Most recent by stevenabraham January 2021Download, Add/Update Accounts (Mac)
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  How do I get Quicken to go back to earlier date to pull transactions?

  Answered ✓ Closed hollyheil 1K views 2 comments 0 points Most recent by splasher January 2021Download, Add/Update Accounts (Windows)
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  Go To Matching Transfer

  Closed JKLines70 662 views 2 comments 1 point Most recent by jacobs January 2021Registers & Transactions (Mac)
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  How do I add the 8 months worth of transactions that aren't there?

  Answered ✓ Closed PaulDG 591 views 4 comments 0 points Most recent by Chris_QPW January 2021Download, Add/Update Accounts (Mac)