Add/Edit Transactions

Discussion List

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  Existing Mutual Fund Transactions Problem

  Answered ✓ Closed gw1500se 25 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 369 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 613 views 5 comments 0 points Most recent by kirkdsmith January 2020Investing (Windows)
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  Quicken Deluxe - Is there a way to spread an annual payment over the 12 months?

  Answered ✓ Closed OneLessThing 817 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 111 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 374 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 760 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 70 views 3 comments 0 points Most recent by Quicken Sarah December 2019Errors and Troubleshooting (Windows)
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  What is the best way to handle an Qualified Charitable Distribution in a Quicken IRA account?

  Closed Steve33@ 898 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 362 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 564 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 819 views 4 comments 0 points Most recent by jacobs December 2019Errors and Troubleshooting (Windows)
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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 245 views 4 comments 0 points Most recent by Jason C3 November 2019New to Quicken/Getting Started (Windows)
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  Removing Overdue transactions

  Answered ✓ Closed bkdouglas 287 views 4 comments 0 points Most recent by bkdouglas November 2019Errors and Troubleshooting (Windows)
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  delete multiple investment transactions

  Answered ✓ Closed rich_nj 1.2K views 6 comments 0 points Most recent by q_lurker November 2019Investing (Windows)
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  How to Enter - Fully Paid Lending Program

  Closed jco 76 views 2 comments 0 points Most recent by NotACPA November 2019Investing (Windows)
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  Remove or change an investment

  Answered ✓ Closed Gerald Barnes 176 views 4 comments 0 points Most recent by Gerald Barnes November 2019Investing (Windows)
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  When I open a savings account, I see no "new transactio[n]" line.

  Answered ✓ Closed JCLaramie148 102 views 8 comments 0 points Most recent by UKR November 2019Errors and Troubleshooting (Windows)
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  Merged: After syncing to the cloud, I can not edit my payroll entries in the register

  Elliott10 1 view 0 comments 0 points Most recent by Elliott10 October 2019Errors and Troubleshooting (Windows)
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  How do I fix my - Mutual Fund Conversion error...

  Answered ✓ Closed Ellary Kahan 590 views 7 comments 0 points Most recent by Jim_Harman October 2019Investing (Windows)