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Using Quicken 2019, the subscription version. In one of my IRA accounts, I cannot Copy a WriteChk transaction and Paste it - the Paste t...
balancing cash adjustment
How can I stop QW2014 Premier from automatically entering a balancing cash adjustment? I'm working through an investment account that wa...
Quicken Data File Size
I have been using Quicken for a long time and like to keep my historical transaction record. My file size has been getting really large....
Negative securities value
QWin2019 - V R16.14 - Build 27.1.16.14 Windows 10 OS I'm closing out a 401k account. Over the past several years the account has held ...
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...
How to enter meger Anchor bankcorp with FS Bankcorp
On Nov. 16 Anchor Bancorp (ANCB) merged with FS Bancorp (FSBW) for Stock and cash. Wondering how to enter this transaction?
incorrect securities prices downloaded
I have an ongoing issue with having to manually correct securities prices as part of my monthly reconciliation process. I am using Quicke...
How do I record Viacom Fixed to Float Corporate Preferred Stock.
I purchased Viacom Fixed to Float Corporate Preferred Stock. There is accrued interest . Which type of investment transaction do I use t...
Security value in reports is different than in register following stock split
I am using Quicken Premiere 2016 R18.4 on Windows 7 Pro. I have a Fidelity mutual fund that includes a security that had a 10 for 1 stock...
Sale proceeds not posting
I am running Quicken Premier 2019 R16.14 Windows 10 I recently sold all my shares of a mutual fund, the number o of shares went to zero a...
Lot basis info gone after Mutual Fund Conversion - what is the proper way?
Hey folks,Like many others I recently had to deal with Fidelity's consolidation of its index fund share classes. I have nearly the same ...
How to Get P/E Ratio on the Investing > Portfolio tab for Quicken 2017 Home and Business
How to Get P/E Ratio on the Investing > Portfolio tab for Quicken 2017 Home and Business? After adding the P/E Ratio column on the Inve...
Prevent Single Mutual Fund accounts from holding stock
In looking into an answer to this questionhttps://getsatisfaction.com/quickencommunity/topics/drip-fees-where-how-to-recordI created a Si...
Reverse split share totals wrong
Using QP 2019 R15.18. I am working on the cost basis of SDGAX which underwent a merger in 2005. The effect of the merger was a reverse sp...
compare to portfolio
Total investment account value is different from what the broker shows altho quicken says that the portfolio is in agreement. The discrep...
Quicken Investment Performance Calculation Does Not Handle Withdrawals
I'm having a problem with the Quicken For Windows Investment Performance Report. It does not correctly handle withdrawals. When some fu...
Account value doesn't match the account summary list
So why is it that sometimes the value in an account does not match the total value of that account in the account summary list? I had 3 ...
Mutual fund conversion completely makes ROI ridiculous
Did a mutual fund conversion since fidelity had changed my mutual fund class. It got accepted as 8 different transactions based on when i...
Why are ZERO share placeholders allowed to exist?
Why are ZERO share placeholders allowed to exist or posted in the first place? Aren't they a NULL transaction? Why doesn't quicken aut...
Lost cost basis in Account Registers even though the cost basis is in Security Detail
My account registers holdings window have lost their cost basis for securities, even though the cost basis and date of the original purch...





