Conversations

Conversations 1 - 20 of 28
Photo of Ken Kast
Cannot release transactions in Online Center
I have Q2017 Premier. I have a 529 account set up. Several months ago I set it for automatic add of transactions. Then in end of October ...
  • 4 me toos
  • 6 replies
  • Problem
  • In Progress
Photo of Jim Butt
QW HBRP 18 not recognizing 1099-R revenues in Tax Planner
Using QW18 HBRP: The tax planner doesn't recognize 1099-R revenues.  I can hard code it, but that's a bit frustrating.
  • 1 me too
  • 4 replies
  • Problem
  • In Progress
Photo of Ted Bozarth
Investment Goals - Using One Brokerage Acct to Save for Multiple Purposes
I am starting to get better at making my $ work for me.  I am saving for multiple purposes (3 to be exact) - daughter's wedding, etc.  I ...
  • 2 me toos
  • 6 replies
  • Question
  • In Progress
Photo of Donald Range
QWin 2017: Portfolio X-Ray Does Not Find Assets
I just purchased Quicken 2017 Premier, R4, 26.1.4.5. When applying it to a particular portfolio it correctly shows an asset allocation of...
  • 2 me toos
  • 6 replies
  • Problem
  • In Progress
Photo of mkennon
Online Center
In Quicken Premier for Windows 2018, the title of the center still references 2017 version. Choose tools, online center and the graphic a...
  • 1 me too
  • 5 replies
  • Problem
  • Acknowledged
Photo of Steve Amberg
Loans
When loans are set up in Quicken 2017, the program ASSUMES to much.  If you say the loan started at a past date, quicken ASSUMES payments...
  • 1 me too
  • 1 reply
  • Problem
  • In Progress
Photo of Tim Snider
QWin 2017: cannot get portfolio xray 2017
Portfolio xray will not start on Quicken 2017 with windoze 10. Get popup saying "Quicken could not start X-Ray at this point. Please try ...
  • 1 me too
  • 4 replies
  • Problem
  • In Progress
Photo of Erica Eckberg
I need some serious help with quicken I'm ready to throw the computer
I need some help with issues I've been getting recently for my current tax year I have too many 401k contriburtions and can't find where ...
  • 3 me toos
  • 2 replies
  • Problem
  • In Progress
Photo of Nancy Tafoya
Quicken is failing.
Quicken is failing. It is clear that Quicken is not keeping up and is not supporting its products. I have reluctantly concluded that us...
  • 2 me toos
  • 2 replies
  • Problem
  • In Progress
  • Archived
Photo of KnnNike
QWin: Lifeyield Tax Optimizer - Incorrect account balances reported?
I have five different investment accounts (4 tax-deferred, 1 taxable) that I am trying to use the Lifeyield Tax Optimizer (LTO) with. For...
  • 1 me too
  • 1 reply
  • Problem
  • In Progress
Photo of Fred Bahr
My next paycheck will have 401k and catch-up deducions into a new account. How do I set up this new 401k account connectivity?
My next paycheck will have 401(k) and 401(k) catch-up contributions into a new 401(k) account. These contributions will vary week to week...
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of collindo
mutual funds no longer updating as of the last update.
 The mutual funds updated fine for the last few years.  I am using Quicken home and business 2016 Release R 4 (25.1.4.5) Canadian Edition...
  • 1 me too
  • 5 replies
  • Problem
  • In Progress
Photo of Douglas Walker
Downloaded transactions show up on register, but not on online center holdings
My downloaded transactions from Options Express show up on register and the register share balance is correct (close), and the online cas...
  • 2 me toos
  • 2 replies
  • Problem
  • In Progress
Photo of juliano
QWin: Why is it that when I add a new security to my portfolio, unless I add it to my watchlist the stock quote does not update?
stock quotes not downloading for new securities in my portfolio unless i add it to my watchlist.
  • 1 me too
  • 11 replies
  • Problem
  • In Progress
Photo of Jim Butt
Non-zero net trades from Lifeyield Tax Optimizer (LTO)
I've had no difficulty working with LTO in setting it up or executing the analysis, but when the tool responds with recommended trades, t...
  • 1 me too
  • 5 replies
  • Problem
  • In Progress
Photo of Bob Pileggi
Invesco Collegebound 529 with Quicken 2017
Is Invesco Collegebound 529 supported for automatic downloads?  I received an email from them stating I needed to set up aggregator acces...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of TheLex
QWin: Is Lifeyield webinar announcement legitimate?
I received an email inviting me to a Lifeyield webinar.  Before I start clicking on links, I want to make sure the invite is legit.  Anyo...
  • 1 me too
  • 3 replies
  • Question
  • In Progress
Photo of JoB
Trying to close old 401K investment accounts
Over several years have tried to manage 401K accounts when employers change their provider.  I always gave up and just hide or ignore the...
  • 1 me too
  • 3 replies
  • Question
  • In Progress
Photo of Reza Taheri
QWin 2016: Quicken downloads the wrong class for mutual fund
I have Quicken 2016 on Windows 10. In my Schwab IRA account, I exchanged shares of "OPPENHEIMER INTL SMALL MID COMPANY" class A for class...
  • 1 me too
  • 1 reply
  • Problem
  • Solved
Photo of Thomas G Lee
I would like to add "Municipal Bonds" as an asset class but you can"t add an asset class.
Some Quicken tools like "Life Yield Optimizer " do not work properly without this asset class. Is anyone at Quicken looking at this ?
  • 1 me too
  • 2 replies
  • Problem
  • In Progress