Conversations
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
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...
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
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...
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...
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...
Investment Cost Basis Missing When Security Name Changed
I have a Fidelity account where investments changed their name. Fidelity sold the old named security and purchased the new named security...
Moving part of an existing file to a new file?
I have been using Quicken for more than 20 years. So, the file is huge. Want to start a new file which would include just my current ac...
Can you add investments to an established cash account?
I have 2018 Quicken Premier. I have had a cash transaction account for quite a while and I have just purchased some securities from the c...




