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Discussion List

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  New Merrill Connection - Matching Security Query and Repeat Downloads

  Closed MangoMan 490 views 40 comments 0 points Most recent by MangoMan October 2025Download, Add/Update Accounts (Windows)
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  Linked transfers with splits: keep as single transaction in destination account (do not separate)

  Reviewed tlauducc 631 views 10 comments 19 points Most recent by markaarnold September 2025Manage Accounts and Transactions
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  Entries made with One Step Updates disappearing

  Answered ✓ Closed BigTem 181 views 13 comments 0 points Most recent by Quicken Alyssa September 2025Download, Add/Update Accounts (Windows)
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  Phantom Brokerage Account Entry

  Closed Baldlegal 11 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  Investment ledger error

  Answered Closed rayrozema 32 views 2 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  Most of my accounts were renamed 'N/A'... Looking for any help to resolve

  Closed KQ 95 views 5 comments 0 points Most recent by UKR September 2025Registers & Transactions (Windows)
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  Credit Card Account total doesn't match CC statement - only 7 transactions, do not add up

  Answered Closed StephenK 37 views 3 comments 0 points Most recent by UKR September 2025Errors and Troubleshooting (Windows)
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  Categories Dropdown - How to Remove "Recently Used"

  Answered Closed TheSlothAwakens 24 views 2 comments 0 points Most recent by UKR September 2025Registers & Transactions (Windows)
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  New Checking Account Columns Client and Business

  Answered Closed Colby02 42 views 3 comments 0 points Most recent by Colby02 September 2025Registers & Transactions (Mac)
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  Payments not matching to the downloaded transactions [Edited]

  Closed jeff-y 173 views 9 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Mac)
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  Show Deposit before Payment in register (Q Mac)

  Reviewed jeffeadams 397 views 18 comments 22 points Most recent by DoubleLin September 2025Manage Accounts and Transactions
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  Tax Year - Quicken Repeatedly Asks

  Closed MangoMan 53 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Registers & Transactions (Windows)
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  Current Date Highlight Line Missing

  Answered ✓ Closed DoubleLin 65 views 3 comments 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Mac)
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  Bill and Income reminders reappear after being paid or skipped

  Closed Jkeefe1 11 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Windows)
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  10 years with a corrupted uncloseable account with unreconcilable transactions

  Closed gbronc 133 views 7 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  Rearrange Items in Quicken Mac

  Closed Wayne Parker 52 views 3 comments 1 point Most recent by Quicken Kristina September 2025Registers & Transactions (Mac)
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  Memorized account links fail (Q Mac)

  Answered Closed Jonathan Perkins 21 views 1 comment 0 points Most recent by Quicken Anja September 2025Errors and Troubleshooting (Mac)
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  How can I get Quicken to treat two mutual funds in a brokerage account as cash?

  Closed MarioP 293 views 7 comments 1 point Most recent by MarioP September 2025Registers & Transactions (Windows)
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  Merged: Pop-up message after every credit card transaction entered

  Closed Andrew Kurtz 91 views 0 comments 0 points Most recent by AR53 September 2025Errors and Troubleshooting (Windows)
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  Better Register Sorting - sort by up to 3 columns at once [Edited]

  Reviewed heisescott 43 views 1 comment 5 points Most recent by heisescott September 2025Manage Accounts and Transactions
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  Opening Balance decrease

  Closed jhoffman68 11 views 1 comment 0 points Most recent by Quicken Kristina September 2025Registers & Transactions (Windows)
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  PROBLEMS WITH TRANSACTION DOWNLOADS FROM MERRILL LYNCH

  Closed fcjo 41 views 1 comment 0 points Most recent by Quicken Anja September 2025Registers & Transactions (Mac)
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  Can I create a new account w/out losing the info in the original account? [Edited]

  Answered Closed wkm 22 views 1 comment 0 points Most recent by NotACPA September 2025Registers & Transactions (Windows)
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  How to turn off the automatic categorization of downloaded transactions (Q Mac)

  Closed smali 341 views 9 comments 0 points Most recent by Chris_QPW September 2025Download, Add/Update Accounts (Mac)
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  Reconciliation Confirmation

  Reviewed Tony578 22 views 0 comments 1 point Started by Tony578 September 2025 Product Enhancements
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  My Quicken reports have different balances than the General Ledger. The GL is correct!!

  Answered Closed Doubleb 33 views 2 comments 0 points Most recent by Quicken Anja September 2025Reports (Windows)
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  IRA income transfer simplified

  Closed P. 12 views 0 comments 1 point Started by P. September 2025 Investing (Windows)
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  A new account designated as primarily personal use should not default to the business columns (Q Mac

  Reviewed RayZizik 41 views 1 comment 1 point Most recent by UKR August 2025Manage Accounts and Transactions
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  Auto Advancement of Fields (Q Mac)

  Reviewed tk63755 53 views 2 comments 7 points Most recent by Chris_QPW August 2025Manage Accounts and Transactions
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  Make Splits in Register Variable Width (and Visibility & Order) in Quicken for Mac (31 Legacy Votes)

  Under Consideration smayer97 571 views 34 comments 31 points Most recent by smali August 2025Display/UI