Conversations
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Quicken never does the year end copy. Always goes through the motions but still has all transactions back to file creation. Even when se...
savings goal transactions in mobile app
I read through a couple of pages of results from searching for "mobile savings goals" and didn't see this issue, so I'm describing it her...
Remove Budget Rollover Balance Year to Year - How-to and Idea
A good reminder from @UKR on how to remove the budget rollover balance from old to new year (if you look at your budget this way). See ...
Fidelity changed/merged a S&P 500 - how to fix in Quicken
Yesterday, Fidelity merged its S&P 500 Index Investor Class and Advantage Class into what I think is a new fund, FXAIX. Quicken detected ...
tax planner corrupt transactions
In the tax planner in QWin 2019 (R14.27), the wages and salaries - spouse category shows some corrupt transactions. They're definitely re...
hypothetical investment transactions?
Is there any way to create hypothetical investment transactions in Quicken in a manner that allows you to track what you'd gain if you di...
Investment cash transactions not in Quicken/Web?
I wrote a check from a brokerage account for a household expense. I can't see that transaction in either Quicken on the Web or Quicken In...
Trouble syncing an account to the web
I have credit union account that syncs fine with the desktop, but consistently fails with the Quicken on the web. I've reset the connecti...
closed account adds to balance of hidden accounts
I have Quicken H&B 2018. I closed a checking account that had a 0 balance and all transactions reconciled when it was closed. Now, with t...
Please add a simple way to shift budget allocations
I used YNAB for over a year and liked it. I couldn't drop Quicken because it had so many other things, like investment tracking and tax p...
Category groups showing up twice in budget quicken 2017 deluxe
I am trying to update from quicken deluxe 2011. In my budget,I have a custom category group with 2 categories assigned to it. The cate...
paycheck disappears from budget
How do I include a discontinued paycheck in my budget? I based my budget on net paychecks and included scheduled paychecks in the budget...
Limit number of paychecks
Unlike other scheduled income reminders where you can schedule a finite number of transactions, you cannot enter a stop date on paychecks...
net paychecks duplicated in budget
I created a new budget in H&B 2018 using net paychecks. I created entirely new gross paychecks using the wizard, with the checks starting...
Why does the budget ignore some paychecks
I have a bi-monthly paycheck which is the same each month (until my 401(k) is maxed or my Social Security limit is reached). However my b...
QWin 2017 Premier (R13): Quicken Cursor Position bug, It's baaaaack
Quicken Premier 2017 R13, Windows 10. When I reconcile my investment statements I open the statement (a pdf) in one window and I have Qu...
Which Quicken 2018 membership are you buying - 1yr or 2 yr
Am currently running Quicken Deluxe 2015 - and would have to upgrade anyway. So - which of the two membership choices are your opting to ...
Interesting promotion in Quicken
Seen in Quicken 2018 H&B. I suspect it's an oversight that's in other versions, too.
graphic budget overspending display false
When viewing the budget graph, it shows overspending in months where the amount spent in that month exceeds the amount budgeted in that m...
graphic budget includes unwanted categories
Budget instructions guide us to exclude itemized paycheck categories if including paychecks as net income. I did but, when I view it as a...




