Transactions

Discussion List

• 
  Action Buttons not working

  Answered SLEngelbert 34 views 3 comments 0 points Most recent by Quicken Carlos 7:13AMRegisters & Transactions (Windows)
• 
  Can you limit how many transactions display in a register?

  Answered Closed ddeneke 57 views 4 comments 0 points Most recent by Quicken Kristina April 26Registers & Transactions (Windows)
• 
  Recent update resurrected old transactions

  Answered Jean Zick 53 views 4 comments 0 points Most recent by Quicken Kristina April 26Download, Add/Update Accounts (Windows)
• 
  Reports Incorrect

  ArcadiaCOG1423 22 views 1 comment 0 points Most recent by Quicken Laura April 26Reports (Windows)
• 
  Quicken doesn't reflect transactions in Portfolio view

  Answered verso21 14 views 1 comment 0 points Most recent by RickO April 25Investing (Mac)
• 
  expense into a landlord owner draw

  Answered sailingmagnum 23 views 2 comments 0 points Most recent by NotACPA April 25New to Quicken/Getting Started (Windows)
• 
  make your own convert fidelity to quicken csv in python

  dnyc 36 views 2 comments 0 points Most recent by NotACPA April 24Download, Add/Update Accounts (Windows)
• 
  Rename Payee for transactions downloaded to new account (Quicken Classic Premier Desktop)

  Answered AFL95 29 views 3 comments 0 points Most recent by Quicken Anja April 24Registers & Transactions (Windows)
• 
  Fidelity FDRXX - Placeholder, ReinvDiv, XIn, XOut, Bought, Sold transactions

  Ray 104 views 10 comments 0 points Most recent by Ray April 23Download, Add/Update Accounts (Windows)
• 
  2

  Up
  Make transaction matching work better

  New spalt 15 views 3 comments 2 points Most recent by UKR April 23Manage Accounts and Transactions
• 
  Synchrony Credit Card charges downloading as payments and payments downloading as charges

  Closed System 21 views 5 comments 0 points Most recent by Quicken Kristina April 21Errors and Troubleshooting (Windows)
• 
  BECU Business Online stopped downloading VISA transactions end of 2025

  Closed melodyc 108 views 6 comments 0 points Most recent by Quicken Kristina April 21Download, Add/Update Accounts (Windows)
• 
  Adjusting share balance without affecting ACB?

  Answered Microfiche 100 views 9 comments 0 points Most recent by Microfiche April 21All Things Canadian (Windows)
• 
  9

  Up
  Hide hidden accounts by default across various dialogs

  Reviewed bmc6 122 views 3 comments 9 points Most recent by Quicken Alyssa April 21Manage Accounts and Transactions
• 
  Transactions going blank after software upgrade

  kilogeo 44 views 4 comments 0 points Most recent by Quicken Kristina April 19Errors and Troubleshooting (Windows)
• 
  Can I automatically load old transactions from a backup file in my current qdata file?

  Answered Greatdane1949 22 views 1 comment 0 points Most recent by Quicken Kristina April 17Download, Add/Update Accounts (Windows)
• 
  Accessing reconciled transactions from 3+ months prior

  Answered lijMichael 12 views 1 comment 0 points Most recent by Quicken Kristina April 17Registers & Transactions (Windows)
• 
  Securities are not reflecting accurate cost information when sold.

  Answered Closed pianolady 59 views 5 comments 0 points Most recent by Quicken Anja April 17Investing (Mac)
• 
  Checking account register has a Check# field. I like to put INT, POS, ACH, etc there (Q Mac)

  Answered polly5931 57 views 5 comments 0 points Most recent by jacobs April 16Registers & Transactions (Mac)
• 
  How to properly record 401(k) contributions from paycheck while using a connected investment account

  Answered ✓ sneff30 82 views 5 comments 0 points Most recent by John_in_NC April 14Investing (Mac)
• 
  Fidelity bond purchases download incorrectly

  Murs01 24 views 1 comment 0 points Most recent by Quicken Alyssa April 14Download, Add/Update Accounts (Windows)
• 
  How to protect data from being changed when upgraded

  baddabing 121 views 11 comments 0 points Most recent by Boatnmaniac April 10Signing in, Passwords, and Activation (Windows)
• 
  Cost basis errors

  tkstaple 27 views 2 comments 0 points Most recent by mshiggins April 8Investing (Windows)
• 
  New categories showing up in old report, and cannot be removed

  thompson87 57 views 6 comments 0 points Most recent by thompson87 April 6Errors and Troubleshooting (Windows)
• 
  Red flag indicating downloaded transactions, but none are visible

  Closed System 36 views 5 comments 0 points Most recent by Quicken Kristina April 4Download, Add/Update Accounts (Windows)
• 
  Formatting Options for visual cues (Q Mac)

  Carolaob1 28 views 1 comment 0 points Most recent by Jon April 1Registers & Transactions (Mac)
• 
  Dividend Category by Account Type - All Dividends Currently Just "_Div"

  ManOfSteel58 51 views 2 comments 0 points Most recent by Jim_Harman April 1Investing (Windows)
• 
  Stuck transactions

  RickQuick 27 views 3 comments 0 points Most recent by Quicken Alyssa April 1Download, Add/Update Accounts (Windows)
• 
  Some downloaded transactions don't match transactions that I had entered by using the Bills & Income

  Answered rxyquicka 141 views 7 comments 0 points Most recent by rxyquicka March 30Errors and Troubleshooting (Windows)
• 
  4

  Up
  Bulk Split or change one category to two (split transaction)

  treasur2 84 views 6 comments 4 points Most recent by UKR March 26Manage Accounts and Transactions