Transactions

Fidelity FDRXX - Placeholder, ReinvDiv, XIn, XOut, Bought, Sold transactions

Closed Ray 116 views 10 comments 0 points Most recent by Ray April 23Download, Add/Update Accounts (Windows)

2

Make transaction matching work better

New spalt 16 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 22 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 110 views 6 comments 0 points Most recent by Quicken Kristina April 21Download, Add/Update Accounts (Windows)

Adjusting share balance without affecting ACB?

Answered Closed Microfiche 118 views 9 comments 0 points Most recent by Microfiche April 21All Things Canadian (Windows)

Securities are not reflecting accurate cost information when sold.

Answered Closed pianolady 53 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 Closed polly5931 61 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 ✓ Closed sneff30 101 views 5 comments 0 points Most recent by John_in_NC April 14Investing (Mac)

How to protect data from being changed when upgraded

Closed baddabing 125 views 11 comments 0 points Most recent by Boatnmaniac April 10Signing in, Passwords, and Activation (Windows)

Cost basis errors

Closed tkstaple 28 views 2 comments 0 points Most recent by mshiggins April 8Investing (Windows)

New categories showing up in old report, and cannot be removed

Closed thompson87 55 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)

Closed Carolaob1 22 views 1 comment 0 points Most recent by Jon April 1Registers & Transactions (Mac)

Dividend Category by Account Type - All Dividends Currently Just "_Div"

Closed ManOfSteel58 53 views 2 comments 0 points Most recent by Jim_Harman April 1Investing (Windows)

Stuck transactions

Closed RickQuick 21 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 Closed rxyquicka 169 views 7 comments 0 points Most recent by rxyquicka March 30Errors and Troubleshooting (Windows)

4

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

Duplicate Payment entries for a credit card (Q Mac)

Answered Closed snsokstan 60 views 3 comments 0 points Most recent by jacobs March 25Registers & Transactions (Mac)

visual indication for new transactions after update (Q Mac)

Closed xgrep 44 views 4 comments 1 point Most recent by Quicken Kristina March 24Registers & Transactions (Mac)

Opened up Quicken to find many transactions marked uncleared and balances changed

Closed smtcpa 33 views 4 comments 0 points Most recent by Quicken Alyssa March 22Errors and Troubleshooting (Windows)

SOLVED: Issue when generating Transaction Reports that include split transactions

Closed Bobbymacd 115 views 9 comments 3 points Most recent by Bobbymacd March 20Registers & Transactions (Windows)

One of my Charles Schwab investment accounts has stopped updating. Now I get an error message.

Answered Closed Daffy Duck 119 views 5 comments 0 points Most recent by Quicken Carlos March 20Errors and Troubleshooting (Mac)

Matching Downloaded Transactions

Closed MLD627 23 views 1 comment 0 points Most recent by Jon March 19Errors and Troubleshooting (Mac)

Transaction attachments not working

Closed GPetersCA 989 views 58 comments 1 point Most recent by denlow March 15Errors and Troubleshooting (Windows)

1

needs a wastebasket - Ability to restore deleted items [Edited]

Reviewed leonard kearney 24 views 2 comments 1 point Most recent by Jon March 11Display/UI

6

Highlight Accounts/Transactions In Different Colors

Reviewed whovian56 87 views 8 comments 6 points Most recent by Quicken Alyssa March 11Product Enhancements

1

Investment (and cash) transaction currency conversions

New tmuirhead 15 views 0 comments 1 point Most recent by tmuirhead March 10Investments

Here is a workaround for the Bank of America transition to EWC+

Closed al_from_silicon_v 72 views 3 comments 0 points Most recent by Quicken Kristina March 10Download, Add/Update Accounts (Windows)

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