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For my mortgages on or about the 2nd of the month I enter the loan payment for the following month. So today (11/2/18) I go to each mort...
Memorize RMD transaction with split for withholding
Q2019, R17.6, Build 27.1.17.6 on Windows 10 (64 bit). Cannot memorize RMD transaction with splits for withholding. I download the RMD wi...
Inadvertent control-S (Split Transaction) in Investing Register turned all transactions to MiscExp
Discovered by accident: Inadvertently opening the split transaction window in an investment register corrupts the display. REPRO: I ca...
Why is my Quicken blowing up after download my "Options" Investment transactions?
--------> ON A WINDOWS 10 COMPUTER =============================================================== I have Quicken records dated al...
missing or not downloaded transactions from TD Ameritrade
Updated TD Ameritrade accounts using one step update and all but one (over twenty option removals) option removal due to expiring worthle...
charity donations of shares
Recording charitable donations of appreciated or any shares in Quicken is a manual process that could be automated. A way (there may be...
Compare to Portfolio is incorrect until the next day
In the Online Center you can compare the Quicken portfolio to that of the financial institution. Yesterday I downloaded transactions and ...
Find, can find it in all registers
Desktop: Deluxe, R17.6, Build 27.1.17.6 When I open an investment account to review, I can see the Find option at the top right with the...
Security not listed in Matching Security dialog
when downloading transactions from my broker, the Matching Security dialog pops up and it places the name of the security in the "No, add...
Problems with Capital Gains Export
I have been using Quicken and TurboTax for all my finances and taxes for at least 10 years. For all of those years, I have used the proc...
edward jones investment updates
I have once again had to manually update my 4 Edwards Jones IRA accounts to get the correct balances. There are numerous problems I have...
Default Lot Identification
Allow me to set up a DEFAULT of FIFO (first in, first out) for securities. As it is now, if there are multiple lots of securities and s...
Net Worth report is still wrong
Quicken Home and Business 2017 R.15.13 Build 26.1.15.13 on PC. An update was installed today (Jan 29 2017) and I immediately checked t...
I tried using SLV, but it's an ETF & pricing is not that close to the real thing. Do you know the symbol for the spot price of silver?
I tried using SLV, but it's an ETF and pricing is that close to the real thing. Do you know the symbol for tracking the spot price of sil...
hiding securities
Using Quicken 2019 Home Business Rental, with Win 10 Home. I have an investment account and when I choose "Holdings" the list includes ev...
Brokerage Account Reconciliation Process
I have several brokerage accounts I reconcile monthly. I’m on the latest release of Quicken 2018 Home & Business.
I frequently downlo...
QWin/QMac 2017: Quicken Inc should reverse its decision to change to a subscription that makes the user's data read-only if they stop paying
Quicken Inc has put out the Quicken 2017 Canadian version "testing" a new subscription business model. The subscription is for one year ...
Growth of $10,000: deposits and withdrawals handled incorrectly
QWin 2019 R15.18 (but I think this problem has been present for a long time) Depositing or withdrawing cash from an investing account sh...
Quicken has incorrect balances for TDAmeritrade IRA
My TDAmeritrade IRA shares & cash balances
are incorrect. All buy & sell is done by TDA to rebalance or as
needed for cash distributi...
2 tips for using Quicken with Wealthscape downloads
Encountered two issues with the transactions downloaded from Wealthscape covered calls into Quicken. Documenting my solutions below: 1....






