Transactions

Discussion List

• 
  What does "Set Account based rule" do?

  Mark A 80 views 8 comments 0 points Most recent by Chris_QPW January 11Registers & Transactions (Windows)
• 
  Duplicate Downloaded Bank and Credit Card Transactions

  Answered ✓ MLB56 413 views 39 comments 0 points Most recent by Quicken Kristina January 11Download, Add/Update Accounts (Windows)
• 
  Phantom transaction preventing me from fixing will-not-download problem.

  philroy 19 views 2 comments 0 points Most recent by philroy January 10Errors and Troubleshooting (Windows)
• 
  Sankey charts for Quicken Classic for Windows

  mgkahn 89 views 4 comments 2 points Most recent by elorimer January 10Reports (Windows)
• 
  Is there a way to do a mass change of a category for a specific payee

  Answered ✓ Chuck56 23 views 4 comments 0 points Most recent by Chuck56 January 10Registers & Transactions (Windows)
• 
  Fidelity transactions in linked Cash account downloading as "Cash"

  acloudman 20 views 5 comments 0 points Most recent by NotACPA January 10Registers & Transactions (Windows)
• 
  Balance adjustment due to a pending transaction

  Answered Wilhug 20 views 3 comments 0 points Most recent by Boatnmaniac January 9Errors and Troubleshooting (Windows)
• 
  Credit union merger, how to balance register

  wolfwoman 9 views 1 comment 0 points Most recent by Jon January 9Errors and Troubleshooting (Windows)
• 
  Quicken Home and Business nearly lost me to Quickbooks today…

  AnnieMouse 40 views 3 comments -1 point Most recent by Arctic Hare January 8All Things Canadian (Windows)
• 
  Memorized payee changes every month, so it's useless

  Answered Nalgas 49 views 5 comments 0 points Most recent by Jim_Harman January 7Registers & Transactions (Windows)
• 
  Missing Button in Investment pop-up window

  psobilo 63 views 3 comments 0 points Most recent by jfreilly3 January 7Investing (Windows)
• 
  Sub-Accounts for Retirement

  Cyrano 25 views 2 comments 0 points Most recent by Cyrano January 6Investing (Mac)
• 
  Cannot enter transactions since 1/1/26 (Deluxe)

  Answered DavidP2 163 views 10 comments 0 points Most recent by DavidP2 January 6Registers & Transactions (Windows)
• 
  Current Mac version doesn't download portfolios correctly

  hyyqckn 45 views 7 comments 0 points Most recent by jacobs January 5Download, Add/Update Accounts (Mac)
• 
  Bulk Review of Transactions (Q Mac)

  C Dub 15 views 1 comment 1 point Most recent by jacobs January 5Registers & Transactions (Mac)
• 
  Target Circle Card has stopped downloading recent transactions as of 12/4/2025

  Pete Menti 89 views 5 comments 0 points Most recent by Pete Menti January 3Errors and Troubleshooting (Windows)
• 
  "Specify Lots Sold in this Transaction" - Display/UI text is cutoff

  Answered davidmarketing 26 views 3 comments 0 points Most recent by NotACPA January 2Errors and Troubleshooting (Windows)
• 
  What is the best way to create a new data file for 2026 using accounts from current data file?

  Answered three_jeeps 90 views 2 comments 0 points Most recent by three_jeeps January 1Installing and Updating (Windows)
• 
  Installed R65.15 this morning. Fidelity transaction still not downloaded.

  Answered Ernest Montrose 75 views 4 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  Problem adding account/Citi credit card

  Answered ShortCircuit404 64 views 8 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Purging Old Transactions Using Year End Archive Function

  Answered Chrisan1661 81 views 4 comments 0 points Most recent by Quicken Kristina December 2025File Conversion and Backup (Windows)
• 
  Multiple accounts corrupted when opening Quicken

  HelpQuickHelpMe 171 views 18 comments 1 point Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
• 
  7

  Up
  Split Transaction Window Enhancement

  Reviewed MLaw 37 views 3 comments 7 points Most recent by Quicken Anja December 2025Product Enhancements
• 
  Transaction Dates

  Answered soapman71 36 views 2 comments 0 points Most recent by Quicken Anja December 2025Registers & Transactions (Mac)
• 
  Unvested RSUs don't match Grant Lots

  CDG01 29 views 3 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
• 
  Able to change reconciled transaction without warning

  Bob@45 65 views 6 comments 0 points Most recent by Quicken Anja December 2025Registers & Transactions (Windows)
• 
  Transactions in Triplicate

  Answered christofino 27 views 4 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
• 
  Paycheck deposit to a Cash Brokerage Account

  surfcash 12 views 1 comment 0 points Most recent by Quicken Kristina December 2025Registers & Transactions (Windows)
• 
  Fidelity Netbenefits 401k purchases show as "contribution" and are missing information

  System 149 views 12 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
• 
  bond and taxes status in quicken

  JDB 36 views 4 comments 0 points Most recent by JDB December 2025Investing (Windows)