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Discussion List

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  Merged: Pop-up message after every credit card transaction entered

  Closed Andrew Kurtz 91 views 0 comments 0 points Most recent by AR53 August 2025Errors and Troubleshooting (Windows)
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  Options (calls and puts) from Fidelity don't match when closing a position

  Answered Closed david_bus 214 views 8 comments 0 points Most recent by gulfcoastpaul August 2025Investing (Windows)
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  Inputting Partnership Transactions

  Closed billr 116 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Record Sale of Primary Residence - Purchase of new home

  Answered Closed kellyp96 386 views 2 comments 0 points Most recent by NotACPA August 2025Registers & Transactions (Windows)
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  Pulling money from 401K but Quicken doesn't account for taxes pulled

  Answered Closed pkmale 91 views 2 comments 0 points Most recent by NotACPA August 2025Investing (Windows)
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  Broken math in Quicken Classic Deluxe Personal & Business?

  Answered Closed b.a.teller 152 views 5 comments 0 points Most recent by b.a.teller August 2025Errors and Troubleshooting (Windows)
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  Merrill Lynch dividend download adds new security?

  Closed EdC 259 views 13 comments 0 points Most recent by EdC July 2025Download, Add/Update Accounts (Windows)
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  How do I enter employer 401k match

  Closed vgburke85 189 views 5 comments 0 points Most recent by Chris_QPW July 2025Registers & Transactions (Windows)
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  Conflict Between Categorizing and Acct Transfer for Category Field

  Closed Dan13 231 views 12 comments 1 point Most recent by NotACPA July 2025Registers & Transactions (Windows)
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  Reauthorized Merrill Lynch investment account downloads all transactions as deposits/withdrawals

  Closed Peterg99 26 views 1 comment 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  Payment for Scheduled Bill Not Recognized

  Answered Closed jtgostars 37 views 1 comment 0 points Most recent by mshiggins July 2025Paying Bills, Online Billers & Reminders (Windows)
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  How can I re-activate autofill in Categories?

  Answered Closed rkm427 188 views 6 comments 0 points Most recent by Quicken Jasmine July 2025Registers & Transactions (Windows)
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  42

  Up
  Please add ETF (and other customizability) to security/asset types (78 Legacy Votes)

  Under Consideration Quicken Community 1.8K views 41 comments 42 points Most recent by Quicken Jasmine June 2025Investments
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  Capital One 360 CC-800 error

  Closed Tony Luers 100 views 8 comments 0 points Most recent by Tony Luers June 2025Errors and Troubleshooting (Windows)
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  Configuring Cash & Money Market to Combine - How is it configured?

  Answered Closed JeffConey 41 views 1 comment 0 points Most recent by Tom Young May 2025Registers & Transactions (Windows)
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  Tax Refund categorization

  Answered Closed harry askenazi 1.5K views 3 comments 0 points Most recent by smess May 2025Registers & Transactions (Windows)
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  How can I resolve an issue where debits from a checking account are showing up as credits in secondo

  Answered ✓ Closed JKosher 166 views 4 comments 0 points Most recent by Quicken Anja May 2025Registers & Transactions (Windows)
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  KeyBank Error CC-503

  Answered Closed alan3mo 39 views 3 comments 0 points Most recent by Quicken Anja May 2025Download, Add/Update Accounts (Windows)
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  IRA WithdrwX now shows as deposit, not withdrawal

  Closed sd_mark 243 views 10 comments 0 points Most recent by sd_mark May 2025Registers & Transactions (Windows)
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  Inadequate space for reference number...

  Answered Closed ALH841 31 views 1 comment 0 points Most recent by Tom Young May 2025Registers & Transactions (Windows)
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  New user, matching credit card payments after initial download

  Answered ✓ Closed Woodrow 69 views 2 comments 0 points Most recent by Woodrow May 2025New to Quicken/Getting Started (Mac)
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  CC Payment being read as a Transaction on a different CC

  Closed KDekk33 67 views 3 comments 0 points Most recent by Quicken Anja May 2025Registers & Transactions (Windows)
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  All data from an account vanished while manually updating transactions [Edited]

  Answered Closed DrP Moeller 194 views 7 comments 0 points Most recent by DrP Moeller April 2025Registers & Transactions (Windows)
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  Category assignment for income/dividends

  Closed stevewi 118 views 2 comments 0 points Most recent by jacobs April 2025Investing (Mac)