Conversations

Conversations 1 - 20 of 726
Photo of Cliff Heath
Security value in reports is different than in register following stock split
I am using Quicken Premiere 2016 R18.4 on Windows 7 Pro. I have a Fidelity mutual fund that includes a security that had a 10 for 1 stock...
  • 1 me too
  • 6 replies
  • Problem
  • In Progress
Photo of Perry
Manual match download window
Quicken please provide an option to filter out or eliminate reconciled or clear transactions from populating the Manual Match Window.    ...
  • 1 me too
  • 3 replies
  • Idea
Photo of eusebio.salgado
locked-in investments
My company is allowing us to buy company stock with discount and matching. The investment is locked for 3, 5 or 7 years (depending on the...
  • 1 me too
  • 3 replies
  • Question
  • In Progress
Photo of Tom Young
It seems like Citi or Quicken will no longer allow Direct Connect?
I just went through the laborious, arduous task, again, of establishing download capabilities for all my Citi credit cards.  In every cas...
  • 1 me too
  • 3 replies
  • Problem
  • In Progress
Photo of Tommy Carpenter
get left side panel breakdown to match accounts panel
In the accounts panel (When you click on accounts list), there is a breakdown  of investment accounts into "investment" and "retirement"....
  • 1 me too
  • 5 replies
  • Question
  • Answered
Photo of alanbrai
i have two very different budgets running on two different computers. I want to run both the budget on one computer how do i do that?
Two Budgets
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of E.Kate
Buying & Selling Funds in a 529 Plan
I sold all the shares of two funds in a 529 plan and bought shares in 3 new funds.  This is showing as a realized gain in my Quicken repo...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of ps56k
Qwin - how to handle - Return owner equity distribution
Running Qwin 2019 - just the DLX version - not the HB version - Have a simple commercial rental property that my wife and her siblings re...
  • 1 me too
  • 1 reply
  • Question
  • In Progress
Photo of Scott Sandlin
Transfer from Discover Checking to Savings
I have Discover Checking and Savings account. Each time I transfer funds from my Checking to Savings quicken isn't sure what to do with i...
  • 1 me too
  • 7 replies
  • Problem
  • In Progress
Photo of D Bunker
Reverse split share totals wrong
Using QP 2019 R15.18. I am working on the cost basis of SDGAX which underwent a merger in 2005. The effect of the merger was a reverse sp...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of Tom Young
Security download quotes problem 12/06/18 ??
I have 18 securities with no quotes after close of business.  They are all shown on the Security List as being selected for quote downloa...
  • 1 me too
  • 3 replies
  • Problem
  • In Progress
Photo of Tom Young
Once again, dead in the water with all my "Citi" affiliated credit cards
For - what? the third or fourth time in the last sever months? - all Citibank affiliated cards are indicating OL-295-A errors.  Attempts ...
  • 1 me too
  • 1 reply
  • Problem
  • In Progress
Photo of Joe Leone
Chase Credit Card Download Problems
I'm having trouble downloading credit transactions from several Chase Cards that I have.  In the past I've done a "Reset" on the accounts...
  • 1 me too
  • 7 replies
  • Problem
  • Acknowledged
Photo of Chuck Cobb
Quicken Investment Performance Calculation Does Not Handle Withdrawals
I'm having a problem with the Quicken For Windows Investment Performance Report.  It does not correctly handle withdrawals.  When some fu...
  • 2 me toos
  • 3 replies
  • Problem
  • Not a Problem
Photo of Snowman
Investment account cash balance wrong.
I have Q2018 Premier R11.18 run on Windows 10 64bit.  I sat down this morning to work on one of my investment accounts that I manually en...
  • 1 me too
  • 3 replies
  • Problem
  • In Progress
Photo of markisgold
How should the merger of CVS and Aetna be entered?
Merger CVS and Aetna
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of K.O. (Win-Premier)
Loan Schedule missing payment row and skips month when entering payment
For my mortgages on or about the 2nd of the month I enter the loan payment for the following month.  So today (11/2/18) I go to each mort...
  • 3 me toos
  • 7 replies
  • Problem
  • In Progress
Photo of Old Tex
How do I transfer the balance from a traded-in vehicle to the new one so that it reflects the reduction in cost?
I'm using Q2017 Delux on windows 10. I traded in an existing vehicle toward the purchase of a new one. How do I transfer the balance of t...
  • 1 me too
  • 5 replies
  • Question
  • Answered
Photo of Kenneth Goodwin
Account Transfer Doesn't Appear in the Receiving Account
When I execute a transfer from my bank account to my credit card (internal Quicken transaction, no online options), the money doesn't app...
  • 6 me toos
  • 14 replies
  • Problem
  • In Progress
Photo of Rob Donald
Cannot open an Account
Hello,I'm attempting to open a Mortgage account that has been idle and inactive for several years.  I first made the account 'non-hidden'...
  • 1 me too
  • 5 replies
  • Problem
  • Acknowledged