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Q2019 R17.6 Build 27.1.17.6 Windows.Hi. Long time Quicken user who recently upgrade from Q15. Having done so, and looking for reports for...
Cost Basis
Setting up investment accounts in Quicken. After the successful download I had many placeholder entries to reconcile which required ente...
Mutual fund conversion from Class B to Class A. Quicken 2014
My mutual fund has converted some of my Class B shares to Class A shares. How do I enter this in Quicken without losing the cost basis i...
Clairification please on "Note:Due to the size of the data file....
I'm getting the following note when I try to run a report using Itemized Payees: "Note:Due to the size of the data file, not all payees a...
Inaccurate and Variable YTD ROI
I've noticed the same problem with YTD ROI % & Returns in "portfolio view" as originally posed by "fp". I'm using latest ver Q 2019 Delux...
is there a way to merge 2 mutual funds with the same symbol into one
I have a mutual fund that displays twice (separately) in my investment transaxtions. The symbol is the same for each. Can they be combine...
Asset allocation and mid-cap stocks
Quicken downloads the asset allocation for each of my mutual funds. I would like to know what the market capitalization cutoff is that Qu...
How to make proper reporting for a traveling ?
I travel regularly to different places. I would like to see a report per each place (Florida_NOV18/NY_Dec18/etx (including categories (t...
Gain/Loss YTD column
At this time quicken does not offer Gain/Loss YTD column under customize current view for reports. Is it possible to add this column as ...
dow dupont merger.
I owned DOW prior to merger and correctly entered the merger transaction. Now I found some missing reinvdiv transactions I need to add b...
Can't "CLOSE" Investment Account
I have an Investment Account that appears to have no securities in it but when I try to close the account (under Display Options in Accou...
transfer short option between accounts
I transferred an IRA from one brokerage to another. One of the securities transferred was shorted call option on a stock. I ended up wi...
How do I correc an error of a stock symbol?
When I initially purchased a stock, I entered the wrong symbol. I just noticed the error. (The symbol and name were virtually identical.)...
Some categories do not show up on reports
I am using Quicken Premier 2018 for Windows version R8.8. Several years ago, I added a subcategory of personal finance expenses called "...
Unable to paste transaction
I have set up two artificial investment accounts to track tax liability on unrealized capital gains and RRSP balances. In the investment...
One Step Update summary issue
When I run an update for stock quotes, the summary does not appear. However when I download bank data, it pops up with a message that st...
Mutual Fund Price Stopped Updating
I just noticed that prices for OTG funds (OTG0221 through OTG0227) stopped updating after September 21. Quicken.com also shows no curren...
Transfer cash between IRA accounts treated as a contribution.
I transferred cash from one IRA account to another. Quicken is incorrectly treating the transfer-in as a 2019 contribution. This proble...
What report do I use to answer the question "Where do I spend most of my money?"
What report do I use to answer the question "Where do I spend most of my money?" I was expecting to find a report of expenses that I cou...
Wrong date in security detail
I have Quicken Premier 2019 with the latest updates. It is 5:18 PM EST on January 4, 2019. The mutual funds have not submitted their clos...





