Transactions

Discussion List

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  Transaction Change Log

  mluhring 51 views 5 comments 5 points Most recent by volvogirl November 2025Product Enhancements
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  Downloads from Citizens Going Wrong Places

  Closed jbaker@ 21 views 2 comments 0 points Most recent by jbaker@ November 2025Errors and Troubleshooting (Windows)
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  Invalid Transfer Fix

  Closed Baldlegal 97 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 84 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 33 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 61 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Identical transaction match anomoly

  Closed JohnA 93 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 2 views 1 comment 2 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Split Transaction

  Answered Closed Qkn_MAO 46 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 14 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 31 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 35 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_5 185 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 45 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 21 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 11 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 25 views 1 comment 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Fidelity web-connect

  Closed rkr833 41 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 159 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 197 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 81 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 17 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 17 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 633 views 10 comments 19 points Most recent by markaarnold September 2025Manage Accounts and Transactions
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  Phantom Brokerage Account Entry

  Closed Baldlegal 12 views 1 comment 0 points Most recent by Quicken Kristina September 2025Investing (Mac)
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  New Checking Account Columns Client and Business

  Answered Closed Colby02 45 views 3 comments 0 points Most recent by Colby02 September 2025Registers & Transactions (Mac)
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  Rearrange Items in Quicken Mac

  Closed Wayne Parker 55 views 3 comments 1 point Most recent by Quicken Kristina September 2025Registers & Transactions (Mac)
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  Every transaction asks if it is a next scheduled payment

  Closed helix72 379 views 28 comments 1 point Most recent by bSteve September 2025Paying Bills, Online Billers & Reminders (Windows)