Conversations

Conversations 1 - 20 of 8504
Photo of Debtectomy
Strategy for Keeping Quicken 2017
Greetings! I despise subscriptions because I think they are budget busters.  No, not the $41 Home Security monitoring fee.  It's that fe...
  • 3 me toos
  • 13 replies
  • Question
  • In Progress
Photo of chasfm11 .
bond purchase shows as a loss
Purchase of a Bond shows a total loss.     Yesterday,  my broker purchased CDs in on of my accounts.  The transaction from the brokers we...
  • 1 me too
  • 3 replies
  • Problem
  • In Progress
Photo of Debtectomy
Can I "find all duplicate amounts" in my register?
Quicken Windows 2017: I am rebuilding my check register from a mistaken "accept all" I did yesterday. I have a lot of duplicate entries...
  • 1 me too
  • 4 replies
  • Question
  • In Progress
Photo of George Friedman
I am confused between ROE and ROI.
I want to order securities in my portfolio by performance. It isn't clear to me whether I should sort by ROE or ROI.
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of Bob Hoskins
Double-paste of amounts in "Inv. Amt" Field
I have Quicken 2017 Premier.  When entering investment transactions in the register (as opposed to opening the dialog box to enter inform...
  • 2 me toos
  • 5 replies
  • Problem
  • In Progress
Photo of Doug
manual entry of cost basis and acquisition date
I'm running Quicken 2017 Premier, R15.13 Windows.  I have manually added a new investment portfolio.  I want to manually edit the acquisi...
  • 1 me too
  • 8 replies
  • Question
  • Answered
Photo of Gordon
Investments will not Update
I always had problems updating investment quotes in my Quicken Home & Business. In the last six months I updated my version to 2018 Quick...
  • 1 me too
  • 14 replies
  • Problem
Photo of Jawn Bentley
Quicken 2017: Added stock symbol, doesn't appear on list so can't enter activity
I recently purchased a new mutual fund in my HSA so needed to add the stock symbol.  I started a new bought transaction for the fund and ...
  • 1 me too
  • 7 replies
  • Problem
  • Not a Problem
Photo of Pacoinmass
vanguard downloaded transactions out to 4-5 decimal points
I've been putting up with this issue for several years and am now seeking a solution.  I have Vanguard brokerage accounts and 401k accoun...
  • 2 me toos
  • 5 replies
  • Problem
  • In Progress
Photo of Catherine Shenoy
Price History Problem
I am using Quicken Premier 2018. One of my retirement accounts was providing some strange return numbers. It seems that the price history...
  • 1 me too
  • 2 replies
  • Question
Photo of Dan B.
Conversion from MS Money Plus Sunset issues
I have been using Microsoft Money Plus Sunset (and older versions before that) for many years.  I just recently purchased Quicken Premier...
  • 1 me too
  • 1 reply
  • Question
  • In Progress
Photo of Markhfx
New Data file with carry over balances? Any tips?
I have decided that I am going to create a new data file for the new year after many years of just updating the existing years file with ...
  • 2 me toos
  • 4 replies
  • Question
  • In Progress
Photo of BillR
Any way to force the discrepancy report (Q Reported Shs vs. Brokerage Reported Shs) that displays following a One Step update?
Running Quicken 2015 Deluxe for Windows using VMWare on a MacBook Pro. The discrepancy report showing Quicken Shares vs. Brokerage Shares...
  • 1 me too
  • 3 replies
  • Question
Photo of JayDubyah
When a Transfer to an account causes additional credit to the account - used to work but now does not
I used Quicken since before 2007, 2011, 2014, now I have installed 2018. I have an account that is a whole life policy that I can take lo...
  • 1 me too
  • 2 replies
  • Problem
Photo of Roger
I have several asset house accounts like boat house, land, garage, landscaping etc. How can I combine?
How can you combine asset accounts to show one value for your home?  I am using Quicken Premiere 2017
  • 1 me too
  • 4 replies
  • Question
Photo of Hershey
Win10 Q2017 R15 2 year old transfer altered
Long time user since this was a DOS based program. Accounts are all reconciled on a monthly basis without issue. Two years ago a final tr...
  • 2 me toos
  • 4 replies
  • Problem
Photo of C K Govindan
ROI
Issue: Amount invested and ROI calculation In portfolio view, amount invested column, Quicken only considers the total amount invested...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Robt Perry
How do I divide a long running file into two separate files ?
I run Quicken 2014. I have a very large file covering 4 years.  Want to create 4 files..one for each year. 
  • 1 me too
  • 2 replies
  • Question
Photo of bakbrucekaiser
Double-checking Average Annual Return
I have held an investment for many years.  I've made no recent trades, and the quarterly dividend is re-invested.  With Investing\Portfol...
  • 2 me toos
  • 4 replies
  • Question
  • In Progress
Photo of Edward M Stewart
Cash Dividend Amounts Missing from Investment Transaction Report Exported in Tab-Delimited Format
Setup: Quicken 2017 Rental Property Manager Version R15  Build 26.1.15.5 Computer: IBM Thinkcentre Operating System: Windows 10 Pro Prob...
  • 1 me too
  • 5 replies
  • Problem
  • In Progress