Conversations

Conversations 1 - 20 of 5484
Photo of James Morrison
Wells Fargo Advisors downloading same transactions to two different investment accounts
Just started 8/7/18, One Step Update is downloading the same transactions to two unique investment accounts during the single update sess...
  • 10 me toos
  • 24 replies
  • Problem
  • Acknowledged
Photo of Trk
Brokerage transactions going to wrong accounts
When I download brokerage transactions from Wells Fargo Advisors, the same transactions get entered into all my brokerage accounts, inste...
  • 1 me too
  • 2 replies
  • Problem
  • In Progress
  • Archived
  • Merged
Photo of Stacklb
Please add tags for split transactions
We are adding tags to identify specific vacations to better track our totals, but were disappointed to see that we can't add tags to spli...
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of Drew Yallop
Category summary report shows both high level category and detail lines. I just want the high level categories
Version 5.7.2 (Build 57.23252.100)
  • 1 me too
  • 5 replies
  • Question
  • In Progress
Photo of Hawkeye81
one time life insurance refund added to paycheck
I have Quicken Premier 2018 version R11.18.  I have a one time refund of a voluntary life insurance premium that had been deducted from m...
  • 1 me too
  • 6 replies
  • Question
  • Answered
Photo of Courtney Seem
How do I set up my Phillips 66/Conoco/76 credit card to be able to automatically download transactions
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of smayer97 (QM2007, CDN user since '92)
Add Ability to Transfer Shares between Investment Accounts in Quicken for Mac
Add function to be able to transfer shares from one investment account to another, while preserving cost basis, and any other necessary i...
  • 153 me toos
  • 9 replies
  • Idea
Photo of Alan Berg
IDEA to support Thrift Savings Plan
I understand that it is on the TSP to work with Quicken, but that still leaves numerous Quicken users caught in the middle.  I've been us...
  • 2 me toos
  • 7 replies
  • Idea
Photo of Quicken Marcus
Quicken for Mac 2018 v5.7.0 & 5.7.1 Released
Today I’m excited to announce that we’re releasing Quicken for Mac 5.7. There’s a lot of great improvements in this release. First off,...
  • 4 me toos
  • 10 replies
  • Article
Photo of cool_anil
Using ~ and Operators like 'AND' to filter in report
I am trying to build some report that forces me to use the filter in the 'CONTAINS' field. I am trying to get transactions from 2 account...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of LS Brewster
Conversion from Windows to Mac
Investment transactions do not work on accounts that were transferred from Windows to Mac. Research shows that when I enter a Reinvest-Di...
  • 1 me too
  • 7 replies
  • Problem
  • Acknowledged
Photo of Jeffrey Percival
Payee report takes forever
I'm using Quicken 2018 for Mac. When I want to check recent history for a payee (let's say Acme Insurance), I go to Reports and select Pa...
  • 2 me toos
  • 4 replies
  • Question
  • In Progress
Photo of A PETER KURTZ
SMALL BUG IN TAX SCHEDULE REPORT (LATEST QUICKEN ON MAC)
RPORTING SMALL BUG: WHEN I LOOK AT CAPITAL GAINS IN TAX SCHEDULE REPORT, SHORT TERM CG HEADER SUMMARY INFO IS COMPLETE  (PROCEEDS, COSTS,...
  • 1 me too
  • 2 replies
  • Problem
  • In Progress
Photo of Charlie Dunn
how do you display annual income from investments?
Quicken Deluxe for Windows
  • 1 me too
  • 1 reply
  • Question
  • In Progress
Photo of Stacklb
How do I control what accounts are included in my budget?
I am creating a budget but I only want to track spending in certain accounts.  For example, I have my kids accounts in quicken so I can t...
  • 1 me too
  • 6 replies
  • Question
  • Answered
Photo of himalaya
Would like to see better handling of Treasury Bill interest
The handling of Treasury Bills isn't very satisfactory. These are zero coupon, purchased at a discount and then redeemed at face value. S...
  • 1 me too
  • 1 reply
  • Idea
Photo of Dave Smith
Importing Schedule C taxes to Turbotax from Quicken.
I keep track of business expenses in Quicken and then import them to Schedule C in Turbotax. I don't what line items in Quicken map to t...
  • 1 me too
  • 2 replies
  • Problem
  • In Progress
Photo of Quicken Marcus
Quicken for Mac 2018 v5.6.2 & v5.6.3 Released
Today we're starting the rollout of Quicken for Mac 2018 v5.6.2 (56.22432.100). The primary change in this release is to add support for...
  • 2 me toos
  • 17 replies
  • Article
Photo of smayer97 (QM2007, CDN user since '92)
Add ability to handle Buy/Sell of investments and Transfer effectively in Quicken for Mac
In QM2007 (and in QWin) there is the ability to perform a BUY/SELL of investments AND to transfer the cash to /from another account as a ...
  • 23 me toos
  • 2 replies
  • Idea
Photo of Treehouse Down
Hide/Unhide Accounts all at once
It would be useful to be able to temporarily unhide all hidden accounts for a brief time and then re-hide them.  I have a number of accou...
  • 7 me toos
  • 4 replies
  • Idea