Categories

Discussion List

• 
  Best Way to Categorize

  Answered Closed suebo 111 views 2 comments 0 points Most recent by volvogirl February 2022Budgeting and Planning Tools (Windows)
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  print check from an account that does not have checkwriting feature

  Answered Closed skyomansky 79 views 2 comments 0 points Most recent by skyomansky February 2022Paying Bills, eBills & Scheduled Transactions (Mac)
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  Transfer categories in budgets

  Answered Closed Paul Kleeberg 41 views 4 comments 0 points Most recent by Paul Kleeberg February 2022Budgeting and Planning Tools (Mac)
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  How can I get a taxable Roth contribution to appear in the Tax Schedule report?

  Answered ✓ Closed nhuddleston 348 views 3 comments 0 points Most recent by nhuddleston February 2022Reports (Mac)
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  Can I recategorize multiple transactions at once

  Answered Closed deex2 3K views 8 comments 0 points Most recent by q_lurker February 2022Registers & Transactions (Windows)
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  Account Not Synced Error

  Answered ✓ Closed JannE 606 views 8 comments 0 points Most recent by tom-l February 2022Errors and Troubleshooting (Mac)
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  Autofill in Check Register

  Answered ✓ Closed Allan L. 733 views 2 comments 0 points Most recent by jacobs February 2022Errors and Troubleshooting (Mac)
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  Home Screen Reports Changed

  Question Closed Ron H 53 views 3 comments 0 points Most recent by Chris_QPW February 2022Reports (Windows)
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  How to display full category including subcategory for each transaction?

  Answered ✓ Closed sfb71 758 views 3 comments 0 points Most recent by Jon February 2022Registers & Transactions (Mac)
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  How do I get Subcategory Descriptions on my Budget Report

  Answered ✓ Closed JGS 51 views 3 comments 0 points Most recent by JGS February 2022Reports (Windows)
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  New Quicken H+B, want to load last years data (already have current year)

  Question Closed ChrisM 144 views 3 comments 0 points Most recent by ChrisM February 2022File Conversion and Backup (Windows)
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  How do I post a 1099-SA amount for my HSA in Quicken so it transfers to TurboTax?

  Answered Closed John R G 78 views 2 comments 0 points Most recent by Chris_QPW February 2022Investing (Windows)
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  How to enter a single transaction across multiple accounts

  Answered Closed Dirkus 182 views 3 comments 0 points Most recent by volvogirl February 2022Registers & Transactions (Windows)
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  How do you account for funds carried over into the new year in the new year budget? (Q Mac)

  Answered Closed DianaMSR 284 views 3 comments 0 points Most recent by DianaMSR February 2022Budgeting and Planning Tools (Mac)
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  Importing categories to a new data file (Quicken 2017)

  Answered Closed ws 211 views 1 comment 1 point Most recent by jacobs February 2022Download, Add/Update Accounts (Mac)
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  Windows 11 and selecting categories when entering a new transaction

  Question Closed www.www 81 views 1 comment 0 points Most recent by splasher January 2022Installing and Updating (Windows)
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  How to suppress Categories with $0 actuals or $0 budget?

  Answered Closed GregM 404 views 6 comments 0 points Most recent by GregM January 2022Budgeting and Planning Tools (Mac)
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  Transfer Matching Issue with a group of transactions (Q Mac)

  Answered Closed Pianoman_Q 194 views 7 comments 0 points Most recent by Quicken Alyssa January 2022Registers & Transactions (Mac)
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  Assigning Tax categories to transfers

  Question Closed Kindoftall1 116 views 1 comment 0 points Most recent by Rocket J Squirrel January 2022New to Quicken/Getting Started (Windows)
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  IRA RMD (required minimum distribution)

  Answered Closed WoodyS 70 views 1 comment 0 points Most recent by Sherlock January 2022Registers & Transactions (Windows)
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  How do we set up accounts for Owner Equity?

  Answered Closed 6x13 Wood Working 1.3K views 4 comments 0 points Most recent by Tom Young January 2022New to Quicken/Getting Started (Windows)
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  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 317 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 526 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 67 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 263 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 45 views 2 comments 0 points Most recent by Mark279 January 2022Budgeting and Planning Tools (Windows)