Conversations

Conversations 1 - 20 of 38
Photo of Reed Welch
Quickbooks conversion investments
Anyone have experience in transferring Q2018 data, that have investment accounts, to Quickbooks,? If so, does Quickbooks help in managin...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Reed Welch
PayPal not working AGAIN!
Unable to connect with PayPal to download transactions. Re-enter credentials and same error. Credentials working fine when accessing PayP...
  • 5 me toos
  • 13 replies
  • Problem
  • Acknowledged
Photo of Reed Welch
Reconcile Investment account cash balance QW2018
Unable to perform reconcile investment acount cash balances in QW2018, but was able to do in QW2014 and QM2018. Will this be available so...
  • 2 me toos
  • 7 replies
  • Question
  • Answered
Photo of Reed Welch
Investment account cash balance
This used to be a feature when viewing investment accounts in QW2017 - why did this go away?I need this since the way reinvested dividend...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Reed Welch
Unable Reconcile investment cash balances to online balance QW2018
I recently updated to QW2018 and imported a QM2017 data file and most all went well. The current problem I have is reconciling the cash ...
  • 1 me too
  • 1 reply
  • Problem
  • Archived
Photo of Reed Welch
Q2018Mac - Show investment accounts cash balance in summary window
In Q2017M, when reviewing investment accounts and transactions, the summary window showed the account cash balance in the top right windo...
  • 2 me toos
  • 1 reply
  • Question
  • Answered
Photo of Reed Welch
Quicken 2018 Promotion; Mac? Windows? Get both with your membership
I received this in a promotional email, from Quicken. Does this mean that if I have both QMac and QWin, that I can upgrade both under one...
  • 1 me too
  • 1 reply
  • Question
  • In Progress
Photo of me
Investment Account value in Net Worth repot is not the same as current balance
Quicken Premier 2017, Windows 10. I have a few investment accounts that have zero balances because they have no cash and no assets. T...
  • 2 me toos
  • 11 replies
  • Problem
  • Acknowledged
Photo of Reed Welch
Any tips on how to speed up QM17 responsiveness?
In general, it is taking about 5 minutes to go live with QMac 2017. Not a desirable situation, nor typical when using other apps Time to...
  • 1 me too
  • 1 reply
  • Problem
  • In Progress
Photo of bill w
asset allocation: can't identify investments listed as "no asset class"
investing->allocation 10% of my investments are listed as "no asset class" i can't figure out which investment (s) this is have clicked "...
  • 2 me toos
  • 3 replies
  • Question
  • Answered
Photo of Reed Welch
QM16 - default window
Every time I open QM16, and select my primary checking account it defaults to a window highlighting a 9 month old transaction, which has ...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of Hank Bates
PayPal Error CC-501/Error 101 not fixed for me
Started about 4 days ago, still no connection in spite of Quicken Tamara closing the previous post 2 days ago.
  • 13 me toos
  • 22 replies
  • Problem
  • Solved
Photo of Reed Welch
Net Worth and Portfolio Values don't match
I am using Q2014 Release R9, and just came across this problem. I have 9 investment accounts, both retirement and non-retirement. 8 of th...
  • 6 me toos
  • 14 replies
  • Problem
  • Solved
Photo of Lora
quicken 2018
When I downloaded Quicken 2017 I see in my finder a Quicken 2018 ap....scared to click on it...malware?  anyone know what this is?
  • 1 me too
  • 2 replies
  • Problem
  • Solved
Photo of Reed Welch
QMac 2017: Account Balances not updating
After performing recent recommended updates, now on Ver 4.6.6, some, not all, online balances are not being updated, although recent tra...
  • 7 me toos
  • 7 replies
  • Problem
  • Solved
Photo of Reed Welch
Running balance column is empty
I have 9 brokerage accounts, for both investments and retirement. One of the retirement accounts now has "blanks" in "Balance" Column, wh...
  • 1 me too
  • 3 replies
  • Problem
  • Solved
Photo of Reed Welch
Re invest div not working
This function needs to be corrected. It's not working correctly, reporting dividends when gained then when reinvested the next day, not r...
  • 2 me toos
  • 3 replies
  • Problem
  • In Progress
Photo of Reed Welch
QM2017 ease of use input
Allow simple method to mark multiple recent transactions as “Reviewed” When updating, show progress instead of Apple “spinning wheel of ...
  • 1 me too
  • 2 replies
  • Idea
Photo of Reed Welch
Quicken 2017 unexpectedly quit the last time it was run - notice every time I open my data file
For the last several weeks I keep getting a pop up window showing this information. Clicking on either "Show Details" or "OK" when visi...
  • 1 me too
  • 1 reply
  • Problem
  • In Progress
Photo of davekr
QMac 2017: Stock quotes
it appears that there is some delay in the quote service qmac 2017 uses to update prices in the investing portfolio view? also, it appear...
  • 1 me too
  • 13 replies
  • Question
  • In Progress