Conversations
When I created my 2019 budget by "Creating New" so that I get no rollovers from 2018, I noticed that that there was no option for a 2019...
Tax Planner not showing IRA Withdrawls
Fidelity records an IRA Withdrawal. The category is assigned to my checking account. Tax Schedule is set to 1099-R Gross Distribution for...
Unable to connect to Suntrust and Fidelity.
This morning 12/8 Suntrust web interfaces were down for maintenance as I tried to log into them around 7AM. It may be they changed someth...
Sync Error CC-503
Quicken 2017 for windows. All my credit card accounts sync with no problem, however my bank checking and saving I'm getting error cc-503...
Suntrust downloads are again reporting errors with Quicken servers
Has been happening since at least this morning. "Unable to update because of errors with the Quicken Servers". Using PC release 14.27
Suntrust CC-502 error
Quicken 2017 cannot connect - but I can login directly to account via Suntrust website. Have latest update of Quicken, tried deactivatin...
Auto categorize tax withholding withdrawals in securities
When I download securtiy transactions from Fidelity which have tax withholding it states in the security column "FED TAX W/H RE...
Spending Bar "Left" Value
Can someone please clarify what the "Left" value truly means. It cannot be the amount unspent for the year because my total spent is show...
Spending "To Go" value too high
Showed up this month. Budget is $9500, Spent in $4000, "To Go" marker shows $7000 or $1500 too much. Cannot determine what is causing. An...
Elan Financial/Fidelity Rewards Visa Now Working for Me
Elan Credit Cards now working for me. But I first logged in directly to Elan and it made me recreate all of my security questions. Can so...
Feature Request - Planning Tools
This planning screen as shown would make an excellent report or have the ability to print it out. It is very concise for a family budget ...
Quicken.com will not update investment info from Desktop Quicken 2015
Quicken 2015 Windows will not update info on Quicken.com
I am trying to copy my 2016 budget and catagories to 2017 but do not want to bring across the overs
Create a clean 2017 budget
NEW 11/20/17: CC-501 or CC-587 errors when updating Elan Financial accounts
We're currently investigating issues that members are reporting when attempting to update their accounts from Elan Financial. We're work...
How do I print a monthly budget graph similar to the screen view in Planning
I want to print the monthly budget as shown with the horizontal category bar graphs to review with my spouse. Planning - Budgets - Monthl...



