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Discussion List

• 
  I can't bring in Loan accounts to budget the principal only

  Answered ✓ Closed gogottliebs88 151 views 5 comments 0 points Most recent by Chris Wagner January 2022Budgeting and Planning Tools (Windows)
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  How to add the Quicken Expense categories after banking files are setup

  Answered Closed Rkent 72 views 4 comments 0 points Most recent by Rkent January 2022Installing and Updating (Mac)
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  Banking Account Only Showing "Transfers" Categories in Register

  Answered ✓ Closed Yohoe 310 views 4 comments 1 point Most recent by Chris_QPW January 2022Registers & Transactions (Windows)
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  Why is Split Transfer Bill Reminders not supported in Quicken 2020

  Answered ✓ Closed apodsim 514 views 8 comments 0 points Most recent by imdcareys January 2022Paying Bills, Online Billers & Reminders (Windows)
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  How does Quicken add tax line items?

  Answered Closed Plc&Lac 65 views 1 comment 0 points Most recent by volvogirl January 2022Business and Rental Property Tools (Windows)
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  Budgets - mortgage & escrow question

  Answered ✓ Closed Dorothy H 254 views 2 comments 1 point Most recent by Dorothy H January 2022Budgeting and Planning Tools (Mac)
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  Post tax transfers between accounts, how do you enter them so they appear on budget?

  Answered Closed Mark279 42 views 2 comments 0 points Most recent by Mark279 January 2022Budgeting and Planning Tools (Windows)
• 
  Reclassifying Categories to Subcategories

  Closed cdalmeida 63 views 1 comment 0 points Most recent by cdalmeida January 2022Registers & Transactions (Mac)
• 
  Is a list of default Quicken categories available?

  Answered Closed Dorothy H 1.6K views 5 comments 0 points Most recent by Dorothy H January 2022Registers & Transactions (Mac)
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  Is there a way to "lock" a category to prevent it be used going forward?

  Answered Closed Dorothy H 161 views 4 comments 0 points Most recent by Dorothy H January 2022Registers & Transactions (Mac)
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  Auto loan monthly payments & final payoff vs Expenses Total for the year.

  Answered Closed N+13 132 views 5 comments 0 points Most recent by N+13 January 2022Reports (Windows)
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  How to post tax items from previous year?

  Answered Closed mmoran 221 views 3 comments 0 points Most recent by jacobs January 2022Registers & Transactions (Mac)
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  How to manage autofill for category drop down menu when making a transaction

  Answered Closed ronroberts 111 views 2 comments 1 point Most recent by ronroberts January 2022Registers & Transactions (Mac)
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  How can I re-categorize multiple transactions at same time in downloaded transactions

  Answered Closed chrispward 321 views 7 comments 0 points Most recent by Chris_QPW January 2022Registers & Transactions (Windows)
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  Are you not "allowed" to assign a transaction to a main category?

  Answered Closed karensc7 206 views 4 comments 0 points Most recent by ElayneR January 2022Budgeting and Planning Tools (Windows)
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  Incorrect Categorization of Schwab Downloads

  Closed decl 71 views 2 comments 0 points Most recent by decl January 2022Registers & Transactions (Mac)
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  Auto-categorization of downloaded transactions using the 'Memorized Payee List' and 'Memo' field

  Closed pkeegan 604 views 27 comments 0 points Most recent by Chris_QPW January 2022Download, Add/Update Accounts (Windows)
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  Downloaded transactions unable to be accepted individually.

  Closed Keddie 111 views 1 comment 0 points Most recent by Quicken Anja January 2022Registers & Transactions (Windows)
• 
  Re-categorize an asset?

  Answered Closed hyyqckn 101 views 3 comments 0 points Most recent by Quicken Jared January 2022Investing (Mac)
• 
  Merged: Transaction categories missing after Charles Schwab and Quicken debacle

  RodKu 11 views 0 comments 0 points Most recent by RodKu January 2022Download, Add/Update Accounts (Windows)
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  Category groups not showing up in budget, only "Personal Expenses"

  Answered ✓ Closed KTubman 528 views 14 comments 0 points Most recent by Chris_QPW January 2022Budgeting and Planning Tools (Windows)
• 
  batch editing a category?

  Answered Closed Ted Coladarci 293 views 5 comments 0 points Most recent by Ted Coladarci January 2022Registers & Transactions (Mac)
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  Merging categories help

  Closed Jarhead_1899 201 views 0 comments 0 points Most recent by Jarhead_1899 January 2022Registers & Transactions (Windows)
• 
  Wrongly assigned transfer account category on download

  Answered Closed mike metz 42 views 2 comments 0 points Most recent by splasher January 2022Download, Add/Update Accounts (Windows)
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  Can I rename or merge a subcategory to the parent category, which is also a subcategory? (Q Mac)

  Answered ✓ Closed Dorothy H 273 views 5 comments 0 points Most recent by jacobs December 2021Registers & Transactions (Mac)
• 
  How do I get Quicken to stop autofilling the categories on my Schwab Bank downloads?

  Answered Closed Budholm 142 views 3 comments 0 points Most recent by Quicken Jasmine December 2021Download, Add/Update Accounts (Windows)
• 
  How would you categorize a rebate/credit?

  Answered Closed harry askenazi 201 views 4 comments 0 points Most recent by NotACPA December 2021Registers & Transactions (Windows)