Conversations

Conversations 1 - 20 of 651
Photo of Mike Cameron
Schwab account won't update
My Schwab accounts stopped updating in late August.  I tried reestablishing the connection (through account setup) numerous times but it ...
  • 1 me too
  • 5 replies
  • Question
  • In Progress
Photo of Tabitha G.
Investment Transfer, Securities Value, Total Market Value
I am using Quicken Home, Business, & Rental Property, 2018, R12.15.  It is run through the Parallels Windows environment on my Mac.  I ha...
  • 1 me too
  • 2 replies
  • Question
  • Acknowledged
Photo of Jon
Major flaws in Quicken Deluxe for Windows URGENT FIX NEEDED
No transfer column in Windows version. This is an essential flaw and problem. I own both Quicken Deluxe 2018 for PC and Mac. The Mac ...
  • 1 me too
  • 5 replies
  • Problem
  • Acknowledged
Photo of Anthony leone
Use of Tag only for report criteria yields transactions in splits that do not have a tag
When I design a report using only a tag number as the criteria, the report picks up items within a split with the tag and also items that...
  • 1 me too
  • 6 replies
  • Problem
  • Solved
Photo of evonderheyden
Maintaining cost basis in an acquisition of an ETF
I have an ETF that has been acquired by another ETF. The downloaded transactions are handled by Quicken by creating a "Removed" transacti...
  • 1 me too
  • 7 replies
  • Question
  • Acknowledged
Photo of Tony Dalia
reverse mortgage
How to set up a reverse mortgage in Quicken. I have the most recent subscription version.
  • 1 me too
  • 1 reply
  • Question
  • Acknowledged
Photo of Andrea
Home Mortgage details missing from Rental Property P/L
I am using Quicken 2018 Home, Business & Rental Property. I'm having difficulty tracking P&L for my rental properties. If I categorize th...
  • 1 me too
  • 1 reply
  • Question
  • Acknowledged
Photo of TMac
Missing posts 9/18/18?
Has anyone noticed recent posts missing from conversations? Several posts from yesterday (9/18) made to an active conversation by myself ...
  • 1 me too
  • 2 replies
  • Problem
  • Acknowledged
Photo of Tom Young
Like Schrödinger's cat, I've got a downloaded transaction that both exists, and doesn't exist - Citi CC (EWC)
Today's EWC download for one of my Citi Credit Cards included a payment against the credit card.  The transaction was previously manually...
  • 1 me too
  • 8 replies
  • Question
  • In Progress
Photo of Tom Young
Quicken 2018 can't do math and frequently doesn't record the other half of transfers
I've mentioned this elsewhere, in other threads.  The latest Quicken update (I'm at R11.18 - Quicken Windows) has somehow hosed the prese...
  • 3 me toos
  • 6 replies
  • Problem
  • Acknowledged
Photo of David Roosevelt
Bug in Portfolio Value Report
I am using Quicken for Windows Year 2018 Version R11.20.I am going to post screenshots of 4 different reports in Quicken that should all ...
  • 1 me too
  • 7 replies
  • Problem
  • Acknowledged
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
  • 13 replies
  • Problem
  • In Progress
Photo of Bart Sotnick
Transfers Not Updating
Suddenly my registers don't update amounts after entering a money transfer -- transfer transactions show, but Quicken is not adjusting th...
  • 1 me too
  • 2 replies
  • Problem
  • Archived
  • Merged
Photo of Frank
Tracking unrealized loss/gain
My monthly brokerage statement shows unrealized loss/gain for CDs and bonds I have with them. That changes the current value of the CDs/b...
  • 1 me too
  • 1 reply
  • Question
  • In Progress
Photo of Willy
Ability to breakout kids FS within one data file
Would like to make children's financial statements separate within one data file.  Today their accounts are listed amongst my own, would ...
  • 1 me too
  • 7 replies
  • Question
  • Answered
Photo of Janice Mall
Unable to auto update my Ameritrade account. I keep getting an . error message ol232-A
quicken delux for windows 2018
  • 1 me too
  • 1 reply
  • Problem
  • In Progress
Photo of Ross Ikle
Which kind of investment account for a 1099 contractor?
I work for myself as a 1099 contractor with a large insurance brokerage house.  They offer a privately held company stock that they will ...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of Snowman
Oh no! You are about to lose your connected services soon...
I just received the above message when I opened my Quicken Premier 2018 R11.18 this morning.  When I clicked on "here" a "Quicken Browser...
  • 1 me too
  • 2 replies
  • Problem
  • Solved
Photo of Ron Hendershot
How do I match a Income reminder to a split deposit?
Window 10 Quicken Home, Business & Rental Property 2018
  • 1 me too
  • 3 replies
  • Question
  • In Progress
Photo of Will Fiveash
I'd like Quicken to support a Value Averaging Feature
I've been thinking about using the Value Averaging method for investing my cash into various funds.  Seems like Quicken could provide sup...
  • 1 me too
  • 1 reply
  • Idea