Transactions

Discussion List

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  Add an easy way to tell that a transaction's assigned category is not part of your budget [Edited]

  Reviewed palopetes 41 views 4 comments 1 point Most recent by palopetes November 2025Budget and Planning Tools
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  Are there any Quicken Check Pay restrictions or limitations?

  Answered Closed NJS 47 views 4 comments 0 points Most recent by Quicken Kristina November 2025Paying Bills, Online Billers & Reminders (Windows)
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  Self-referential USAA transfer transactions

  Answered Closed ajRu3192 23 views 2 comments 0 points Most recent by UKR November 2025Errors and Troubleshooting (Windows)
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  Transaction Change Log

  mluhring 55 views 5 comments 5 points Most recent by volvogirl November 2025Product Enhancements
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  Make transaction matching work better

  New spalt 3 views 0 comments 1 point Most recent by spalt November 2025Manage Accounts and Transactions
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  Downloads from Citizens Going Wrong Places

  Closed jbaker@ 22 views 2 comments 0 points Most recent by jbaker@ November 2025Errors and Troubleshooting (Windows)
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  Invalid Transfer Fix

  Closed Baldlegal 94 views 1 comment 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Mac)
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  Can't scan a receipt to attach to a transaction from Quicken.

  Answered Closed vl1 72 views 2 comments 0 points Most recent by VGuitarist-USA November 2025Registers & Transactions (Windows)
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  Previously used register memos are being pulled into downloaded transactions

  Closed jnprop 38 views 4 comments 1 point Most recent by jnprop November 2025Registers & Transactions (Windows)
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  Pending transactions in online center do not get check number when sent/updated

  Closed three_jeeps 64 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Identical transaction match anomoly

  Closed JohnA 92 views 8 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Brokerage Account Downloaded Transaction Freezes Application with "0" in Action field

  Closed JohnC859674 4 views 1 comment 2 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Split Transaction

  Answered Closed Qkn_MAO 49 views 2 comments 0 points Most recent by mshiggins November 2025Errors and Troubleshooting (Windows)
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  Scheduled transactions - ADD custom frequency (Q Mac)

  Reviewed meries1860 13 views 2 comments 1 point Most recent by jacobs November 2025Scheduled Transactions and Online Bills
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  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  Closed System 13 views 2 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Quicken mischaracterizing Fidelity NetBenefits 401(k) loan repayments

  Closed Jimal 12 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Mac)
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  Fidelity updates create new securities

  Answered Closed andy 36 views 3 comments 0 points Most recent by John_in_NC November 2025Download, Add/Update Accounts (Mac)
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  Chase Business CC with Employee - two accounts; one online balance

  Closed Carefree 37 views 2 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
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  When I input transactions manually, they are disappearing. I have tried many times.

  Answered Closed Merrigold_5 125 views 1 comment 0 points Most recent by The Keeper November 2025Errors and Troubleshooting (Windows)
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  Posting date vs transaction date

  Closed MICHAEL FIRESTEIN 35 views 3 comments 0 points Most recent by Chris_QPW November 2025Registers & Transactions (Windows)
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  Well Fargo credit card credit balance shows as a debit balance in Quicken

  Closed Dsipname2 13 views 1 comment 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Windows)
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  TD Canada Trust - Credit Card posts are reversed

  Closed IngvarB 12 views 2 comments 0 points Most recent by volvogirl October 2025Registers & Transactions (Windows)
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  Why am I repeatedly asked "Is this transaction a payment of taxes for tax year 20xx..."?

  Closed Andy31 27 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Fidelity web-connect

  Closed rkr833 44 views 2 comments 0 points Most recent by NotACPA October 2025Errors and Troubleshooting (Windows)
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  Transaction Date vs Posting Date

  Answered Closed Boatnmaniac 137 views 3 comments 0 points Most recent by Chris_QPW October 2025Registers & Transactions (Windows)
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  Changes to your connected services in Quicken ... Article ID: GEN00618

  Closed PaulVonasek 189 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Mac)
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  Downloaded transaction errors after Fidelity reauthorize

  Closed John McCoy 85 views 4 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  How do I eliminate recurring popup, "Is this transaction a payment of taxes for tax year 2024"?

  Answered Closed Mark Adams 11 views 1 comment 0 points Most recent by Richard Schreyer October 2025Registers & Transactions (Windows)
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  Need a configurable option to treat an account's Settlement fund as cash

  Reviewed ChicagoGuy 14 views 0 comments 2 points Most recent by ChicagoGuy October 2025Manage Accounts and Transactions
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  Linked transfers with splits: keep as single transaction in destination account (do not separate)

  Reviewed tlauducc 634 views 10 comments 19 points Most recent by markaarnold September 2025Manage Accounts and Transactions