Transactions

Discussion List

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  Fidelity issue with Netbenefits/Brokeragelink

  Closed Dan 39 views 3 comments 0 points Most recent by Quicken Kristina January 23Download, Add/Update Accounts (Windows)
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  Target Circle Card has stopped downloading recent transactions as of 12/4/2025

  Closed Pete Menti 151 views 8 comments 0 points Most recent by Quicken Alyssa January 20Errors and Troubleshooting (Windows)
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  Sub-Accounts for Retirement

  Closed Cyrano 93 views 11 comments 0 points Most recent by Jon January 20Investing (Mac)
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  Need detailed transaction report by business (Q Mac)

  Greydog9928 2 views 0 comments 1 point Most recent by Greydog9928 January 18Rental Properties and Business Tools
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  Paycheck deposit to a Cash Brokerage Account

  Closed surfcash 15 views 2 comments 0 points Most recent by Quicken Kristina January 18Registers & Transactions (Windows)
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  AMEX - one account won't reconcile

  Closed gigaboy 64 views 6 comments 0 points Most recent by Quicken Kristina January 17Registers & Transactions (Windows)
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  What does "Set Account based rule" do?

  Closed Mark A 166 views 17 comments 0 points Most recent by Quicken Kristina January 16Registers & Transactions (Windows)
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  Excluding hidden and separate account from Security Detail View transaction history

  Answered ✓ Ed Mooney 45 views 3 comments 0 points Most recent by Ed Mooney January 16Investing (Windows)
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  Missing Button in Investment pop-up window

  Closed psobilo 126 views 13 comments 0 points Most recent by psobilo January 15Investing (Windows)
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  Cash Transfer between IRA Accounts

  Closed SeaStar 40 views 2 comments 0 points Most recent by mshiggins January 14Investing (Windows)
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  Duplicate Downloaded Bank and Credit Card Transactions

  Answered ✓ Closed MLB56 618 views 41 comments 0 points Most recent by Quicken Kristina January 13Download, Add/Update Accounts (Windows)
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  Close Books: Lock/Freeze old transactions (with Password?) (QMac)

  Reviewed schmatt 588 views 22 comments 19 points Most recent by JKD January 12Manage Accounts and Transactions
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  Sankey charts for Quicken Classic for Windows

  Closed mgkahn 136 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 ✓ Closed Chuck56 39 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"

  Closed acloudman 62 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 Closed Wilhug 39 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

  Closed wolfwoman 13 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…

  Closed AnnieMouse 49 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 Closed Nalgas 54 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 Closed DavidP2 177 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

  Closed hyyqckn 83 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 29 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 125 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 107 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 93 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 178 views 18 comments 1 point Most recent by Quicken Kristina December 2025Errors and Troubleshooting (Windows)
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  Split Transaction Window Enhancement

  Reviewed MLaw 45 views 3 comments 8 points Most recent by CCOHughes 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 37 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 71 views 6 comments 0 points Most recent by Quicken Anja December 2025Registers & Transactions (Windows)