Add/Edit Transactions

Discussion List

• 
  Recording monthly CD interest in one split transaction for the year?

  Question Closed Acarolinensis 55 views 7 comments 0 points Most recent by Acarolinensis December 2019Investing (Windows)
• 
  When entering a buy transaction, in a 401k, the cash value is not deducted from the balance.

  Answered ✓ Closed terry_folsom 317 views 9 comments 0 points Most recent by terry_folsom December 2019Investing (Windows)
• 
  How to fix missing data in investment accounts

  Closed Dianalytical 710 views 4 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
• 
  Cleared Transactions in Quicken Mobile not syncing with Desktop version

  Answered ✓ Closed jafgolf 61 views 3 comments 0 points Most recent by Quicken Sarah December 2019Errors and Troubleshooting (Windows)
• 
  How to add new categories in mobile app

  Answered ✓ Closed Mad_River 331 views 1 comment 0 points Most recent by GeoffG December 2019Using the Mobile App
• 
  Archiving old records

  Question Closed Bart Henson 538 views 1 comment 0 points Most recent by Sherlock December 2019File Conversion and Backup (Windows)
• 
  What is the best way to handle an Qualified Charitable Distribution in a Quicken IRA account?

  Closed Steve33@ 719 views 3 comments 0 points Most recent by Steve33@ December 2019Investing (Windows)
• 
  How do I fix a failed connection with SEI-AccessMyPortfolio.com?

  Answered ✓ Closed imapgmr 284 views 9 comments 0 points Most recent by bchai December 2019Errors and Troubleshooting (Windows)
• 
  Entries for IRA RMD

  Answered ✓ Closed Ranger 542 views 2 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
• 
  How to use cut and paste for memos and other items and NOT the full transaction

  Answered ✓ Closed Dave S 728 views 5 comments 0 points Most recent by jacobs December 2019Errors and Troubleshooting (Windows)
• 
  How to Deal with Credit Cards 101

  Answered ✓ Closed ljpainter 174 views 5 comments 0 points Most recent by volvogirl December 2019New to Quicken/Getting Started (Mac)
• 
  How do I move multiple transactions for the same date to a new date all together

  Answered ✓ Closed Deborah Edson 863 views 11 comments 0 points Most recent by Deborah Edson December 2019New to Quicken/Getting Started (Mac)
• 
  Importing Past Data

  Question Closed tessc 121 views 1 comment 0 points Most recent by tessc November 2019New to Quicken/Getting Started (Mac)
• 
  How to make Quicken autofill the most recent transaction and not the first info that I ever entered?

  Answered ✓ Closed Nutfield 1.1K views 2 comments 0 points Most recent by Nutfield November 2019Errors and Troubleshooting (Windows)
• 
  How do I enter owner injections - rental property business?

  Answered ✓ Closed ClarityCapital 205 views 4 comments 0 points Most recent by Jason C3 November 2019New to Quicken/Getting Started (Windows)
• 
  Quicken 2017. Preparing budget for 2020. Monthly columns do not add.

  Answered ✓ Closed prospector601 133 views 4 comments 0 points Most recent by David Christopher November 2019Budgeting and Planning Tools (Windows)
• 
  How to transfer funds

  Answered Closed joemikeb 32 views 2 comments 0 points Most recent by volvogirl November 2019New to Quicken/Getting Started (Mac)
• 
  Removing Overdue transactions

  Answered ✓ Closed bkdouglas 246 views 4 comments 0 points Most recent by bkdouglas November 2019Errors and Troubleshooting (Windows)
• 
  Moving transactions between investment accounts

  Answered ✓ Closed jackvinson 273 views 1 comment 0 points Most recent by John_in_NC November 2019Investing (Mac)
• 
  Connecting Mortgage Account to Payments in Checking (Q Mac)

  Answered ✓ Closed psturges 256 views 1 comment 0 points Most recent by Quicken_Tyka November 2019New to Quicken/Getting Started (Mac)
• 
  delete multiple investment transactions

  Answered ✓ Closed rich_nj 1.1K views 6 comments 0 points Most recent by q_lurker November 2019Investing (Windows)