Conversations
Conversations 1 - 20 of 39
I've read the various posts regarding the 401(k) Money to Quicken conversion issues (Money Plus to Quicken 2010 for me). I too would like...
Quicken uses current exchange rates for historical values
I have accounts in both Canadian and US dollars. When I look at the value of my portfolio for a previous date or run a net worth report w...
Constant download problems with Quicken and Citibank...
I’m using Quicken 2016 Premier for Windows, running Windows 10 on a Mac with Parallels. (Tried Quicken for Mac..didn’t not like it at all...
Reinstate Mac Quicken's Great Reporting?
Please, please, just bring back the Reports dialog box from pre-2015 versions.I have been a devoted user since '93, have data in my q fil...
Quicken 2016 Mark Transaction as Reviewed?
In the far left column (adjacent to date) I used to be able to mark a transaction as reviewed. In the new version Mac 2016 I don't seem ...
Is there a way to designate a money market account as the cash account?
Quicken is double booking transactions in cash. My Fidelity brokerage account uses a money market account as the cash account or "sweep"...
can't log into my online backup account. get error message that online can't update is settings
I get error code OL-301A when trying to download from my Chase account.
Can't download from Chase website. Get error code OL-301A. Can you help?
QMac 2016: Split transaction total in register changes
I have noticed a strange problem on repeating scheduled transactions that contain a split. Sometime after recording one of these transac...
is there a way to force a conversion from one currency account to another such that i avoid a rounding error?
Have downloaded transactions from my bank for both CDN$ and US$ accounts. When I try to link the transfers in some cases I get rounding ...
When I tried to enter a payment/deposit into a brokerage account, it says it is filtered out and the payment is not deducted from my cash balance.
Report does not let me recategorize item
I am creating an itemized categories report. After I save the report, it will not allow me to recatorize my items. This does not always...
I just started getting cocoa error 3850 during updates.
I can press OK and it goes away, but it is still bothersome. i am not sure what the problem is. I have Quicken 2015, version 2.8.5. Any s...
Problem with Next Check Number
When telling Quicken 2015 to enter the "next check number" it appears that it remembers the last check number I manually entered (either ...
change year part of the date field
I entered about 100 transactions with the wrong year. Is there a way to change the date, retaining the month and day but changing the ye...
return of capital
When I enter the Return of Capital amount as printed on the T3 slip received, it does adjust the cost basis for the security but it also ...
All uncleared checks not showing in the reconcile window.
Has anyone else hit this problem in the new reconcile window? If you reconcile a checking account, and you have a check more than 30 days...
Will Quicken please fix the double counting of "Cash Balance" as an adder to the Market Value as the cash is already in the Market Value computation?
Quicken simply needs to NOT add in the cash value at all in the market value computation as all cash is included with the assets? The cas...
how to remove available cash amount from Vanguard investments. This is causing my account to double the actual amount.
Southwest Empower Retirement
My company switched to Empower Retirement. I know I cannot use direct connect. And Empower does have the ability to download transactions...


