Conversations

Conversations 1 - 20 of 8644
Photo of Curt
upgraded to Quicken 2018 and now need to record a deposit to an investment account. No deposit dialogue box.
Recently upgraded to Quicken 2018. I need to record a deposit make to an investment. There is no deposit in the Action drop down dialogu...
  • 1 me too
  • 8 replies
  • Question
  • In Progress
Photo of John
Track kids college savings within my savings account?
My grandmother wanted to give my son money for college. She gave me a check for $6000, which I deposited within my savings account. I wan...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of Mark
Employer switched retirement company
My employer switched the companies  that handled my 401, 457, and deferred comp to one company.  I also had an associated brokerage with ...
  • 1 me too
  • 5 replies
  • Question
  • In Progress
Photo of glenn
How do I remove a fund current showing in my investment account?
I can't seem to find the method to remove a fund from on of my investments accounts.   I transferred the small balance to another fund in...
  • 1 me too
  • 11 replies
  • Question
  • In Progress
Photo of ken jacobs
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...
  • 14 me toos
  • 18 replies
  • Idea
Photo of TheLex
batch edit security-based transactions
I would like to add a tag to a number of security-based transactions to facilitate reporting.  It appears that adding tags to these trans...
  • 1 me too
  • 7 replies
  • Question
  • Answered
Photo of Karen Oden
Record sale of house and payoff of mortgage
I am in escrow and my house will be sold soon. The mortgage will be paid off during escrow proceedings and I will receive the proceeds. H...
  • 1 me too
  • 3 replies
  • Question
  • In Progress
Photo of Rick
Portfolio view, Group By: Industry - has no industry types listed anymore, only "unknown" and "cash".
Portfolio view, Group By: Industry - has no industry types listed anymore, only "unknown" and "cash".  Using Quicken 2017 Premier, Window...
  • 2 me toos
  • 6 replies
  • Problem
  • Acknowledged
Photo of John Spears
Quicken for investment club accounting
I would like to use Quicken to manage the individual balances in our investment club account. We are making more than 1000 trades a year ...
  • 1 me too
  • 7 replies
  • Question
  • In Progress
Photo of nyc a
*Best Tax Category setup for good Tax planning thru the year and Quick Tax-time import (into Turbotax etc.)
Hi- I'm sure this questions has crossed many minds but in all my searches across forums, I dont see any comprehensive response- hence pos...
  • 1 me too
  • 5 replies
  • Question
  • Answered
Photo of Paul
Mutual Fund Class change
I have several mutual fund holdings in multiple retirement accounts that have been changed from Class D to Class A shares. These funds ha...
  • 2 me toos
  • 10 replies
  • Question
  • In Progress
Photo of Rude_Dog
Running Quicken 2012. Try to create Tax Schedule Report and get Error Code 7157 and Quicken crashes.
  • 1 me too
  • 4 replies
  • Question
  • In Progress
Photo of jmpinternet
How to preserve lot identifications moving to Average Cost Basis
Running Quicken for Windows 2017 Premier. My brokerage (Vanguard) uses Average Cost Basis when selling fund shares but I've been recordin...
  • 1 me too
  • 3 replies
  • Question
  • In Progress
Photo of Boatnmaniac
Some securities prices not downloading
Prices for some securities are not downloading.  This issue affects both stocks and mutual funds.  "Download Quotes" is checked in the ...
  • 1 me too
  • 1 reply
  • Problem
  • In Progress
Photo of Michael Cortese
Fixing the cost basis of ETFs
About a year ago, I transferred brokerages (it was 4 ETFs).  I accepted the transactions that downloaded into Quicken. It was 4 remove sh...
  • 1 me too
  • 3 replies
  • Question
  • In Progress
Photo of mshiggins
Official Quicken Support
Link for Quicken Support contact info: https://www.quicken.com/support#conta... Quicken Support via phone is available Monday throug...
  • 3 me toos
  • 5 replies
  • Question
  • Doesn't Need an Answer
Photo of andyc3
IRA contibution pop-up appears in RMD transaction
Quicken HB&RP [R7.5/27.1.7.5] on windows 10/64. Today I was entering an RMD transaction using the standard Quicken work-around method. Wh...
  • 1 me too
  • 6 replies
  • Problem
  • Solved
Photo of ps56k
QWin: HPE software sold to Micro Focus UK firm
FYI - it looks like the recently created HPE company has now split off and sold some of the software assets to a UK based company - Micro...
  • 1 me too
  • 16 replies
  • Question
  • In Progress
Photo of Murali Narayanan
transfer shorted shares from one investment account to another
I have 2 short positions in one investment account. I moved the positions to another investment account. I have moved shares between acco...
  • 1 me too
  • 1 reply
  • Question
  • In Progress
Photo of Phil
Scottrade conversion to TD Ameritrade
Scottrade was purchased by TD Ameritrade. The conversion will take place Feb 26, 2018. How will Quicken 2018 R5.20 handle the conversion?
  • 6 me toos
  • 33 replies
  • Question
  • In Progress