-
Re: Switching from QBOnline to Quicken Classic Business/Personal
Re: CSV import, please see this discussion. https://community.quicken.com/discussion/7963384/csv-transaction-file-import-does-not-work In R63, Quicken has dropped the "Mint compatible" from…2 -
Re: csv transaction file import does not work
I have reported this via Help > Report a Problem.2 -
Re: csv transaction file import does not work
@Boatnmaniac I'm not sure what the OP's eventual goal was, but the question uncovered errors in Quicken's Help that would prevent anyone from being able to successfully import transact…2 -
Re: csv transaction file import does not work
@Andrew Z Did you get an error message when you tried to import that file? I did and it turns out that despite what it says in the Help, the Amount and Debit/Credit columns must be switched from what…1 -
Re: Tax Planner Long Term Capital Gains Problems
When you sell a security, Quicken defaults to using FIFO, so the MM lot or lots that were sold on 3/5 might have been long term holdings. If those shares had an incorrect cost basis of 0, that would …2
