Conversations
I have recently updated to Quicken 2019 R14.23 27.1.14.23 as shown: However, when I go to https://app.quicken.com and try to login there...
Split transfer reminder into multiple transactions?
I have 13 Savings Goals setup that I need to save towards each month. In Quicken, I have a separate transfer reminder setup for each o...
Quirk with new installs / updates that can really cause confusion for new users.
This situation could be considered user error (sort of), however, the series of events can easily confuse an average computer user and ca...
Problems with Account Sync to Web/Mobile - institutionLoginId must be specified..??
When logged in to app.quicken.com, I view my accounts, and I see this:So I followed the instructions that it gives me, and I removed and ...
Sample Quicken data file with lots of data/history in it for demo purposes?
I'm a huge fan of Quicken, and I often find myself wanting to show other people how to use it. Of course, it's not always a great idea t...
Feature Request - Account Bar - Sort individual Savings Goals under individual Accounts in Account Bar
Could we have the ability to sort the Account Bar in such a way that would position Savings Goals that are associated to specific account...
Is there a way to view a break-down of the different accounts that were used with a savings goal?
I have 9 savings goals with cash in them spread across 4 or 5 different accounts. If I click into the savings goal from the accounts lis...
Bug in account balance displayed in side list..??
Here's what I'm running: When I first open Quicken and my accounts load, I see that one of my accounts in the list has a negative bala...
Savings Goal Reminders Link
I would like to see a way to link savings goals with reminders. For example, consider the following flow. - Create a Savings Goal for $...
2018 Deluxe Calendar
I just updated to 2018. In calendar view, my bills are not populating the calendar like they used to. The calendar accounts are still s...
Please Advise When Bills in Stack 2018
Quicken 2018 is not useful daily to me without Bills being included in the Stack with Income and Bills, as in Quicken 2017. I have gone ...
Quicken for Windows 2018 Bill View
What happened to the "stack" view for bills in Quicken 2018?
Remove goal contributions from budgets..??
I'm setting up a budget in Quicken H&B 2017. Under Budget Actions -> Budget Preferences, I have both "Don't include savings account to...
How do I generate reports based on products?
I can't seem to find anywhere that I can generate reports based on products. For example, if I want to see product performance, or just ...
Is there a way I can pull a simple report of customers I had for a given time period sorted by who spent the most money with me?
The A/R report seems to be the closest thing I can find, but most of my clients don't really carry running balances, so that report isn't...
Why do goal contributions count towards income and expenses?
I'm using Savings Goals to save for things. For example, I have a savings goal setup to save $1k for an IRA deposit. Each time I pay my...
How do I enter retainers (prepayments) in quicken H and B 2010?
How do I enter retainers paid by clients before I invoice them? For example, A client pays retainer of $4,000 which is anticipated to cov...
Why is this particular category in my Profit and Loss report incorrect?
I'm looking at my P&L report for 2013 and I'm confused about something I'm seeing in my Biz Travel category. Throughout the year, when I...
How do I write off invoices that weren't paid, as bad debt?
I have a $400 invoice where I completed the work but was never paid. I'd like to write this $400 off as bad debt and claim the loss. ...
Password Vault for downloading transactions doesn't work.
I've successfully added all of my accounts into Quicken and it was able to find them online and pull in all of the transactions. I can a...



