Transactions

Discussion List

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  Duplicate Downloaded Bank and Credit Card Transactions

  Answered ✓ MLB56 491 views 41 comments 0 points Most recent by Quicken Kristina January 13Download, Add/Update Accounts (Windows)
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  Up
  Close Books: Lock/Freeze old transactions (with Password?) (QMac)

  Reviewed schmatt 551 views 22 comments 18 points Most recent by JKD January 12Manage Accounts and Transactions
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  Sankey charts for Quicken Classic for Windows

  mgkahn 101 views 4 comments 2 points Most recent by elorimer January 10Reports (Windows)
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  Is there a way to do a mass change of a category for a specific payee

  Answered ✓ Chuck56 21 views 4 comments 0 points Most recent by Chuck56 January 10Registers & Transactions (Windows)
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  Fidelity transactions in linked Cash account downloading as "Cash"

  acloudman 31 views 5 comments 0 points Most recent by NotACPA January 10Registers & Transactions (Windows)
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  Balance adjustment due to a pending transaction

  Answered Wilhug 31 views 3 comments 0 points Most recent by Boatnmaniac January 9Errors and Troubleshooting (Windows)
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  Credit union merger, how to balance register

  wolfwoman 11 views 1 comment 0 points Most recent by Jon January 9Errors and Troubleshooting (Windows)
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  Quicken Home and Business nearly lost me to Quickbooks today…

  AnnieMouse 41 views 3 comments -1 point Most recent by Arctic Hare January 8All Things Canadian (Windows)
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  Memorized payee changes every month, so it's useless

  Answered Nalgas 51 views 5 comments 0 points Most recent by Jim_Harman January 7Registers & Transactions (Windows)
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  Cannot enter transactions since 1/1/26 (Deluxe)

  Answered DavidP2 171 views 10 comments 0 points Most recent by DavidP2 January 6Registers & Transactions (Windows)
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  Current Mac version doesn't download portfolios correctly

  hyyqckn 51 views 7 comments 0 points Most recent by jacobs January 5Download, Add/Update Accounts (Mac)
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  "Specify Lots Sold in this Transaction" - Display/UI text is cutoff

  Answered Closed davidmarketing 21 views 3 comments 0 points Most recent by NotACPA January 2Errors and Troubleshooting (Windows)
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  What is the best way to create a new data file for 2026 using accounts from current data file?

  Answered Closed three_jeeps 101 views 2 comments 0 points Most recent by three_jeeps January 1Installing and Updating (Windows)
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  Problem adding account/Citi credit card

  Answered Closed ShortCircuit404 71 views 8 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
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  Purging Old Transactions Using Year End Archive Function

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

  Closed HelpQuickHelpMe 171 views 18 comments 1 point Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Up
  Split Transaction Window Enhancement

  Reviewed MLaw 41 views 3 comments 8 points Most recent by Quicken Anja December 2025Product Enhancements
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  Transaction Dates

  Answered Closed soapman71 31 views 2 comments 0 points Most recent by Quicken Anja December 2025Registers & Transactions (Mac)
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  Unvested RSUs don't match Grant Lots

  Closed CDG01 31 views 3 comments 0 points Most recent by Quicken Kristina December 2025Investing (Windows)
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  Able to change reconciled transaction without warning

  Closed Bob@45 61 views 6 comments 0 points Most recent by Quicken Anja December 2025Registers & Transactions (Windows)
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  Transactions in Triplicate

  Answered Closed christofino 21 views 4 comments 0 points Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Fidelity Netbenefits 401k purchases show as "contribution" and are missing information

  Closed System 161 views 12 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
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  bond and taxes status in quicken

  Closed JDB 41 views 4 comments 0 points Most recent by JDB December 2025Investing (Windows)
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  Data Cleanup/Restart [Edited]

  Closed donnaperch 91 views 5 comments 0 points Most recent by Quicken Anja December 2025Registers & Transactions (Windows)
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  1
  Downloading detailed Investment transactions

  MacRon14 11 views 1 comment 1 point Most recent by jacobs December 2025Investments
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  Solution to Fidelity not downloading all transactions into Quicken

  Closed Gary Lucido 371 views 6 comments 2 points Most recent by marcaronson408 December 2025Investing (Windows)
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  Reconciling again

  Answered Closed tcsewhat 21 views 2 comments 0 points Most recent by tcsewhat December 2025Download, Add/Update Accounts (Windows)
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  Nordstrom transactions in account reversed

  Closed mwillmon1 131 views 13 comments 0 points Most recent by UKR December 2025Errors and Troubleshooting (Windows)
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  Accept payments created outside of Quicken into register - not correct

  Closed DLCPhoto 191 views 19 comments 0 points Most recent by Quicken Anja December 2025Errors and Troubleshooting (Windows)
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  Group Transactions, unable to change reminder # of days

  Closed Nelson Spitnale 11 views 1 comment 0 points Most recent by Quicken Kristina November 2025Paying Bills, Online Billers & Reminders (Windows)