Old Quicken data new on-line data
Have 15 years of Quicken transations, hoped it would be easy to start taking advantage of on-line transaction downloads (started with 401...
Rocket J Squirrel
Joined on July 15, 2016
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Conversations 1701 - 1720 of 1742
Cannot assign new sub-category to transaction
I've encountered a strange problem trying to split an existing sub-category into 2 new sub-categories.Until now I been entering prescript...
Online-payees from different files got all mixed!?
I have Q06 and have 4 totally separate files. Each has, obviously, it's own list of on-line payees. I bank w/BOA.Now I'm seeing on-line p...
Backing up QD2006, R4. Question
I just converted to QD2006, and updated it to R4. When I go to Quicken Backup, it is filling in the file I want to backup as C:Program F...
Category for Income Tax Refund
What is the best category to use to record an income tax refund? I do not want to distort the current years book keeping.
Not taking backups
It burns me up when people come to the forums with a really bad, uncorrectable problem such as sudden data corruption or loss of a harddr...
Check writing after reconcile
Summary: How can I change the "_memorized"_ payment info after a reconcile?Details: After I've finished reconciling my credit c...
Sharing a File
I have a book-keeper who will be keeping track of my checking and money market accounts. How do I give her access/copies of just a few of...
Upgraded 401k and N/A
I just upgraded to Q2005 Deluxe from Q2003 Basic. I spent the last hour re-entering all my 401k purchases for the last year, splitting e...
IRA designations
I currently have several ROTH IRA's for both my wife and I. I set each up as a single mutual fund. When I look at account detail window...
Transfering files from newer Quicken to older version
I am using Quicken 98 that was already installed on an HP desktop at purchase time. The HP is running Windows 98, but there aren't any Qu...
Corporate Spinoff @#$%*&!
On 12/21/05, holders of Clear Channel Communications (CCU) received shares of a newly spun off company, "_CCE Spinco Inc"_ (LYV) ...
Kung Fu Quicken Forums
- Master, I posted a response on the Quicken forums, but two very wise Masters told me I was wrong! What does it mean?- That is how you k...
Re-arrange List
Hello: We use quicken 2006 Premier.Is there a way to re-arrange the list of securities in the Security List. I was able to do it with the...
Roth IRA ROI calcs and cost basis
In both the portfolio and Security detail view, the ROI and the % gain for my ROTH IRA accounts are calculated using a cost basis that ha...
ROI Calculation Not Correct in 2004 Premier
I have moved a portfolio of securities two times over the past couple of years. I used the transfer out transaction in Quicken to accomp...
Historical prices, mutual funds
When I am in a fund register and want historical prices, I click on "_Historical Prices"_. Quicken appears to perform a download ...
New Mutual Fund Will Not Record
I have tried to add a new mutual fund to my portfolio. I must have at least 40 investment types there and to date have not had a problem....
How to stop Quicken nagging about average cost?
I have several investment accounts whose cash is swept into and out of a money market fund.I have told Quicken (2004D) to use Average Cos...
How to handle foreign tax withheld?
I'm a US taxpayer with a portfolio of foreign stocks. I'm not sure how to handle foreign tax withheld from dividends. I want to be able t...