Conversations

Conversations 1 - 20 of 548
Photo of NothingSpecial
Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8
All -  Long time quicken user.  After updating to R8.8 a couple of days ago, I noticed that I no longer have the ability to view transac...
  • 8 me toos
  • 24 replies
  • Problem
  • Acknowledged
Photo of Carsokk
HSA (Health Savings Accounts) that can be downloaded into Quicken?
Hi. I have an HSA called MyHSA with Alliance Benefit Group. I am pretty pleased with it because it (a) allows me to invest my money int...
  • 2 me toos
  • 7 replies
  • Problem
  • In Progress
Photo of myoung
Recording and Accounting for the Time Warner / AT&T Cash and Stockl Merger
I'm sure this is on the mind or all Time Warner and Quicken users.  HOW do we record and account for the cash and stock merger of AT&T an...
  • 2 me toos
  • 7 replies
  • Question
  • In Progress
Photo of Ron Kline
selling puts in quicken
I am trying to input selling puts that end up expiring.  The only way I can see to do this is to input in quicken a short of 100 shares p...
  • 1 me too
  • 4 replies
  • Question
  • In Progress
Photo of George Costanza
Security not showing up on home screen
I am having a problem with Quicken H&B 2017 Windows R 26.1.16.2 My "customized" Home page has Allocation by Security graph snapshot, whi...
  • 1 me too
  • 3 replies
  • Question
  • In Progress
Photo of Martha Mattison
Customize Expense Report
I would like to create an expense report using detailed transactions (with categories and splits) and re-categorize expenses into a summa...
  • 1 me too
  • 5 replies
  • Question
  • In Progress
Photo of Marty Mohr
Delete multiple investment entries
Is there a way of deleting multiple downloaded investment transactions? The latest Quicken update (2018-R9.30-27.1.9.30) downloaded all t...
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of Craig
How do record notational adjustment to an ETF that increases the book value of the investment
  • 2 me toos
  • 6 replies
  • Question
  • In Progress
Photo of Paul Morer
403b loan
I took a loan out on my 403(b) and in my transaction register, it sold the shares, creating a negative cash balance, then again when it t...
  • 1 me too
  • 1 reply
  • Question
  • In Progress
Photo of Don Kronenberger
Banking Reports
I have 2017 Quicken for Windows. When I installed an update today, I can no longer prepare banking reports.. When I click on Reports, t...
  • 1 me too
  • 2 replies
  • Problem
  • Solved
Photo of bsjax
how to record a personal loan from my bank?
Settting up a cash loan from my bank. I used the tool that set up this account as a liability, it is synced with my bank account so the l...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of Hank
What is the best method to handle a deposit of multiple checks?
I send multiple checks to the bank at one time that end up as a single deposit in the register. I could edit that transaction and do spli...
  • 1 me too
  • 5 replies
  • Question
  • Answered
Photo of moski
Securities Renamed, Now Can't Sell or Move Them - Help!
I have had investments in two Powershares ETFs, QQQ and RSP. Yesterday the name officially changed from Powershares to Invesco, retaining...
  • 1 me too
  • 2 replies
  • Problem
  • Solved
Photo of David Schmidt
How should I create a construction loan account?
(Using Quicken 2016 Premier for Windows; Windows 10; manual tracking- will not link account to loan company.) My wife and I are getting ...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Tom Young
Citi credit cards back with OL-295-A errors again
All five of my credit cards managed by Citi have now popped up with the OL-295-A again, same as before. Quicken Premier for Windows R8.10
  • 2 me toos
  • 8 replies
  • Problem
  • Acknowledged
Photo of Len
Net Unrealized Appreciation
I can't figure out how to get Quicken to show the taxable income created when removing employer securities from a 401(k) account.  For ex...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of JoAnn Gusta
add an asset account, but Quicken tells me "unable to create opening balance credit"
I am trying to add an asset account, but Quicken tells me "unable to create opening balance credit" and doesn't give me any options. The ...
  • 1 me too
  • 4 replies
  • Question
  • In Progress
Photo of Rocket J Squirrel
Citi not downloading
Citi Cards is returning OL-295-A today. I tried 2 different accounts on 2 different versions of Quicken.
  • 31 me toos
  • 27 replies
  • Problem
  • Solved
Photo of Morgan Douglas
Quicken 2018 RSU Wizard - Sell to Cover
I used the Wizard in Quicken 2018 to set up my RSUs. I had the following scenarios: 1. 8 shares vested on 9/16/2016 - 3 were sold immedi...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of John Kitzmiller
investment reconcile not displaying dollar amount
I tried to reconcile my investment account and items that were 'reinvest' type transactions had a $o.oo amount. The corresponding registe...
  • 1 me too
  • 8 replies
  • Problem
  • Solved