Conversations

Conversations 1 - 20 of 21
Photo of Chris
Bank credentials for One Step Update
I recently lost my bank card and had to get a new one, so my login information for my online banking has changed. However when trying to...
  • 1 me too
  • 3 replies
  • Question
  • In Progress
Photo of vibaby2
Add ability to customize the asset class menu
if you can add the ability to customize the asset class menu, I would find Quicken 2018 useful. Otherwise it creates too many issues with...
  • 17 me toos
  • 10 replies
  • Idea
Photo of smayer97 (QM2007, CDN user since '92)
Add true multi-currency conversion support in Quicken for Mac
Please add the ability to record foreign currency exchange rates to be used for conversions, with the following functionality: - ability...
  • 295 me toos
  • 39 replies
  • Idea
Photo of david20
Amounts getting changed when changing payee name (Win 2018 12.15)
Using Windows Quicken 2018 R12.15I just noticed that my Charge / Payment amounts are getting changed when I change the Payee to a name th...
  • 43 me toos
  • 46 replies
  • Problem
  • Acknowledged
Photo of Chris
scheduled investment transactions with auto-enter
For banking accounts, it is possible to set up scheduled transactions to occur at preset intervals.  Why does Quicken not support this fo...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of Chris
Auto fill changes amount in register
Today my Quicken 2018 for Windows updated to version R12.8   I downloaded transactions from my bank as usual.  When going through them t...
  • 3 me toos
  • 3 replies
  • Question
  • Archived
  • Merged
Photo of Chris
mortgage rate issue
I have a variable rate mortgage in Quicken.  As my bank adjusts the rate, I can enter this via the "edit" hyperlink next to the interest ...
  • 1 me too
  • 1 reply
  • Question
  • Acknowledged
Photo of Chris
BMO Credit card no longer downloading via one step update
Starting a few days ago, Quicken 2018 (Canada) will no longer download transactions from my BMO credit card.  I get error code CC-501.  I...
  • 3 me toos
  • 10 replies
  • Question
  • In Progress
Photo of Chris
BMO Credit card no longer downloading via one step update Part 2
This as been previously discussed recently in thread: https://getsatisfaction.com/quickencommunity/topics/bmo-credit-card-no-longer-downl...
  • Chris, 10 months ago

  • 1 me too
  • 0 replies
  • Question
  • Archived
  • Merged
Photo of Chris
How can I run a report to calculate total RRSP contributions to various accounts over a specific period of time?
I also need to run a report that tells me what RRSP contributions I've made over a period of time into different accounts, and don';t see...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of Chris
How can I run a report to calculate total RRSP contributions to various accounts over a specific period of time?
I need to calculate my total contributions to my Canadian RRSP accounts but can't seem to figure out how.  This seems like it should be a...
  • 1 me too
  • 2 replies
  • Question
  • Acknowledged
Photo of Chris
Canadian iShares ETF's no longer download quotes
Does anyone know if this issue has been addressed in the latest Quicken 2018 release?  Several Canadian iShares ETF's no longer download ...
  • 3 me toos
  • 1 reply
  • Question
Photo of Chris
Google services
I just purchased Quicken 2018 (Canada) online last night.  ON my credit card today, along with the charge from Quicken, is a $0.00 charge...
  • Chris, 11 months ago

  • 1 me too
  • 0 replies
  • Question
Photo of Mike A
Blackrock Canada moves iShares fundamental index funds from TSX to Aequitas NEO Exchange
Download of prices for CLU.C (iShares US Fundamental Index ETF) stopped working in my Quicken Home & Business 2014, Canadian Edition, in ...
  • 1 me too
  • 3 replies
  • Problem
  • In Progress
  • Archived
Photo of Chris
Quicken 2018 H&B Canada feedback
I'm currently using Quicken Canada Home and Business 2016. I'm considering upgrading to the new subscription based version of Quicken Can...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Chris
Quicken Canada Mac vs Windows
I'm a long time user of Quicken Home and Business (Canada).  I see there is now a Quicken Canada version for Mac computers.  I see howeve...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Chris
Ideas for future versions of Quicken
I have been a Quicken user here in Canada (therefore using the Windows Canadian version) for 18 years. I have had a mostly love/hate rel...
  • 1 me too
  • 6 replies
  • Idea
Photo of Chris
Asset class download for Canadian mutual funds
What is the source of asset class information for mutual funds in Canada when downloading asset class info?  It seems way off.For example...
  • Chris, 3 years ago

  • 1 me too
  • 0 replies
  • Question
  • Archived
Photo of Chris
Mutual fund prices won't download
I recently added several mutual funds and the prices will not download via either One Step Update or Download Historical Prices.  These a...
  • 1 me too
  • 1 reply
  • Question
Photo of ScottyC
Trying to sell some shares, Quicken won't enter the sale, and says I need 2 transactions for a short sale. However, I have 2000 shares and am selling only 1.4. I can't go any further and am stuck. Help please!
I am using Quicken 2010 for Windows.  I have an investment (mutual fund) with 2,089.46 shares and I am trying to enter a sale of 1.49 sha...
  • 1 me too
  • 2 replies
  • Question
  • Archived