Add/Edit Transactions

Discussion List

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  Existing Mutual Fund Transactions Problem

  Answered ✓ Closed gw1500se 21 views 3 comments 0 points Most recent by gw1500se January 2020Errors and Troubleshooting (Windows)
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  401K Transaction Categories in Investment Report / _RlzdGain for SoldX Transaction

  Closed butlerd12 332 views 5 comments 0 points Most recent by butlerd12 January 2020Investing (Windows)
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  CollegeCounts 529 Account Set-Up, Transaction Entry and Reconciliation

  Closed kirkdsmith 556 views 5 comments 0 points Most recent by kirkdsmith January 2020Investing (Windows)
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  Moving a transaction from one account to another (Q Mac)

  Answered Closed Paul Kleeberg 752 views 5 comments 0 points Most recent by Paul Kleeberg January 2020New to Quicken/Getting Started (Mac)
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  Quicken Deluxe - Is there a way to spread an annual payment over the 12 months?

  Answered ✓ Closed OneLessThing 732 views 3 comments 0 points Most recent by volvogirl December 2019New to Quicken/Getting Started (Windows)
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  Recording monthly CD interest in one split transaction for the year?

  Closed Acarolinensis 62 views 7 comments 0 points Most recent by Acarolinensis December 2019Investing (Windows)
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  When entering a buy transaction, in a 401k, the cash value is not deducted from the balance.

  Answered ✓ Closed terry_folsom 322 views 9 comments 0 points Most recent by terry_folsom December 2019Investing (Windows)
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  How to fix missing data in investment accounts

  Closed Dianalytical 733 views 4 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  Cleared Transactions in Quicken Mobile not syncing with Desktop version

  Answered ✓ Closed jafgolf 62 views 3 comments 0 points Most recent by Quicken Sarah December 2019Errors and Troubleshooting (Windows)
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  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
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  Archiving old records

  Closed Bart Henson 541 views 1 comment 0 points Most recent by Sherlock December 2019File Conversion and Backup (Windows)
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  What is the best way to handle an Qualified Charitable Distribution in a Quicken IRA account?

  Closed Steve33@ 795 views 3 comments 0 points Most recent by Steve33@ December 2019Investing (Windows)
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  How do I fix a failed connection with SEI-AccessMyPortfolio.com?

  Answered ✓ Closed imapgmr 295 views 9 comments 0 points Most recent by bchai December 2019Errors and Troubleshooting (Windows)
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  Entries for IRA RMD

  Answered ✓ Closed Ranger 541 views 2 comments 0 points Most recent by Jim_Harman December 2019Investing (Windows)
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  How to use cut and paste for memos and other items and NOT the full transaction

  Answered ✓ Closed Dave S 751 views 5 comments 0 points Most recent by jacobs December 2019Errors and Troubleshooting (Windows)
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  How to Deal with Credit Cards 101

  Answered ✓ Closed ljpainter 172 views 5 comments 0 points Most recent by volvogirl December 2019New to Quicken/Getting Started (Mac)
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  How do I move multiple transactions for the same date to a new date all together

  Answered ✓ Closed Deborah Edson 891 views 11 comments 0 points Most recent by Deborah Edson December 2019New to Quicken/Getting Started (Mac)
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  Importing Past Data

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

  Answered ✓ Closed Nutfield 1.2K views 2 comments 0 points Most recent by Nutfield November 2019Errors and Troubleshooting (Windows)
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  How do I enter owner injections - rental property business?

  Answered ✓ Closed ClarityCapital 211 views 4 comments 0 points Most recent by Jason C3 November 2019New to Quicken/Getting Started (Windows)
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  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)
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  How to transfer funds

  Answered Closed joemikeb 31 views 2 comments 0 points Most recent by volvogirl November 2019New to Quicken/Getting Started (Mac)
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  Removing Overdue transactions

  Answered ✓ Closed bkdouglas 251 views 4 comments 0 points Most recent by bkdouglas November 2019Errors and Troubleshooting (Windows)