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issue missing one step update button
SYNC/update button on left top by "ALL TRANSACTIONS" is now gone from my software. It was there recently and now you changed software an...
In Quicken 2017 portfolio columns Amount Invested and Income are wrong in just ONE stock. Help would be Great
In Quicken 2017 Windows portfolio columns Amount Invested and Income are wrong in just ONE stock... Not Happy!
joint accounts: ownership multiplier
Please add an ownership multiplier to the attributes for each account that I can use for joint accounts where I want to track only my sha...
How To: Charitable Distributions From My IRA
QW2016-H&B, Win10:I have started taking Required Minimum Distributions, from my IRA (mutual funds) this year, and I'm confused, about how...
Idea: Tags for accounts
I suggest adding a tag field to Accounts and Securities metadata. This tag field would be used to identify and select which accounts / se...
How to Start Over with Investment Accounts
I have used Quicken off and on for many years (perhaps decades?). Right now, I would like to start over just tracking investment accounts...
Creating a Tax Report in Qwin Home and Bussiness
I am so glad that I stumbled on this Quicken Community. I have had Quicken Home Business and Rental Property 2018 Version since January....
Asset Allocation Report Shows -cash- in the Assset Class Cash: Where does this come from?
I ran an Asset Allocation report and in the Asset Class Cash is a line -cash-. It is huge! So I ran a Portfolio Value report and the same...
Shortcut key for "Search"
When my wife and I reconcile receipts in Quicken, we've discovered it's easiest to search for dollar amounts. I click on the Search box ...
Add a column to a transaction report
Want to add a column to a transaction report that indicates if that transaction has an attachment associated with it. Anyone know how to...
compatiblity issues with Chrome and MS Edge
When I use the asset allocation guide program (under the Investments tab, then allocations tab), Quicken goes to the internet to run the ...
Investment performance incorrectly calculates average annual return after stock split.
In Windows 2018 subscription, following stock split, value of new (higher number of) shares seems to be added to cost basis, reducing the...
Tommy Sykes
Several months ago I sold 100 shares of Bank America stock , problem I have is I cannot get rid of it in Quicken investment account....
QWin 2017: How do I assign a tag or a description to a uncategorized transaction such as a deposit or return of capital?
Researching this topic, I find nothing on how to tag or describe a return of capital or a deposit. Any help? The purpose of this exercis...
2 separate accounts and acct #'s in quicken with a commonly named (but different) security in each
I have 2 accounts with Fidelity. Separate account numbers. Separate names. The one commonality between the accounts is that they each ...
Can't print well to PDF anymore (#2)
I posted the following previously, and got helpful tips about screen resolution issues. Unfortunately, the problem that results from not...
What is "Securities/Max ref"?
"Securities/Max ref" appears in the dialog when doing CTRL-About. I never noticed this before. Is it new and what does it mean? Should I ...
Edit stock price and share number in split transaction
I'm running 2018 Quicken HBR and Windows 10. I automatically enter split transactions using income reminders. When doing this, the stoc...
cursor not in register line when I return to Quicken
When I'm entering a transaction in Quicken manually, I'm often referring to another document on my computer, or a web site, for the data ...







