-
Re: Adding Employer 401K Contributions
I use a cash type account to record notes for events or transactions that do not belong to a real world account. For your 401(k) case, you can make the payee and category something like 401(k) Contri…1 -
Re: Memorized payee changes every month, so it's useless
Assuming you are downloading transactions from your financial institution, you can set up a Renaming Rule to change the payee from “CITY OF MIAMI mm-dd-yyyy followed by other numbers” to “CITY OF MIA…1 -
Re: 2026 Budget based on 2025 Actuals
If the problem is Quicken is now specifying 2027 budget since we are now in 2026, I would temporarily set the date on your computer to 12/31/2025, create the 2026 budget, and reset the computer’s dat…1 -
Re: Still trying to obtain info from old backup files
@Jack I would be very cautious about sharing your Quicken files with anyone offering to convert them for you. Perhaps @Colin2 ’s offer is completely legit, but they have no prior history on these Qui…2 -
Re: Credit card balances
The Credit Card Accounts snapshot cannot be changed to show current balance and ending balance. There is an All Accounts snapshot that does show current balance and ending balance for all accounts, i…1
