Conversations
Conversations 1 - 20 of 23
I've looked at the Quicken Automation Dictionary, but cannot find out if I can issue the 'Accounts/Update all Accounts' command.I have si...
How do you adjust the basis of a stock due to a wash sale
How do you adjust the basis of a stock due to a wash sale. I have Quicken 2019 Premier
Stock purchase
A purchase of 100 shares of stocks is showing up in the register as 200. I am unable to change it. Can anyone help me with this problem?
Quicken for Mac 2018/2019 doesn't memorize transaction categories
I have used Quicken for Mac for over 10 years. Whenever i downloaded credit card transactions, it always used the category from the last...
ESPP Shares to be split for divorce
I have some ESPP shares that I acquired in 2003 and have been tracking in Quicken ever since. About 10 years ago I transferred them into ...
track expenses to insurance claim payments
Had total loss of home and will be receiving periodic payments for 2 yrs. I want to track my expenses against these payments. What cate...
Investment 401K Register shows Negative Balances
401K Closed....when I downloaded the QFX from the institution, after acct closed; I saw entries for each Investment that showed "Terminat...
Cost Basis
Setting up investment accounts in Quicken. After the successful download I had many placeholder entries to reconcile which required ente...
Why is average annual return on investment negative?
I purchased a stock in June 2016 and have not traded it since then. It is up more than 50% in that time, but off it's highest valuation d...
Wife died in 2018. Broker has provided updated security cost basis. How do I record it to show the corrected securities cost basis
Update cost basis of security due to death
QM - actual and estimated income by security
Puzzled I cannot find, or there is no ability to show estimated annual income by security in Quicken Mac. I'd like to generate a portfol...
Download transactions through an OFX file
How do I download transactions through an OFX file (not QFX)? My bank doesn't support third-party vendors, but I hoped I could download t...
How to make proper reporting for a traveling ?
I travel regularly to different places. I would like to see a report per each place (Florida_NOV18/NY_Dec18/etx (including categories (t...
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...
Can't backup data file
This is the first I've seen this. I have been trying to run a backup and I keep getting errors. First, it says "Unable to open source f...
I own AET and it was just bought by CVS. I received some shares of CVS and some cash. How do I record this transaction?
how to record merger transaction.
Merge Accounts
Background: Banks occasionally change account structures, titles, names, or formats. My bank recently went from "Core Checking" to "Adva...
Good and Bad
Great Customer service people, terrible product and after 20 years I have finally given up. Since Intuit sold off Quicken, I have bee...
Edit Payee List
Why can I not delete payees I no longer use? Will this be addressed in a future update?
How to set up a HSA account with security investments as well as savings?
I have a HSA account set up as a savings account. There is enough money in there now that I want to start investing some of it in securi...





