Conversations

Conversations 1 - 20 of 22
Photo of Jeffrey Kirk
Is there a report in Q17, Windows 10, of "running totals" or "totals to date" of shares purchased of a stock and the amount invested?
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  • 17 replies
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Photo of Jeffrey Kirk
How to record an employer stock nua transaction
I was a participant in an employer 401k that included company stock.  I elected to terminate (and roll over certain portions of the plan ...
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  • 4 replies
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  • In Progress
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Red Flagged Account
I have an account with a broker that contains >20 securities. I have set it up to automatically update when I manually update my other ac...
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  • 2 replies
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How do I clear my categories and subcategories (I want to start from scratch) ?
Quicken 17 Delete all categories and subcategories
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  • 7 replies
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Photo of Jeffrey Kirk
how to print a detailed list of securities in a set of accounts?
Quicken 17: how can I print a detailed list of securities contained in several accounts?
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  • 4 replies
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Photo of Jeffrey Kirk
QWin 2017: How do I assign a tag or a description to a uncategorized transaction such as a deposit or return of capital?
Researching this topic, I find nothing on how to tag or describe a return of capital or a deposit.  Any help? The purpose of this exercis...
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  • 15 replies
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Photo of Jeffrey Kirk
How to Assign "Return of Capital" to a Category
Novice here.  I would like to assign a "Return of Capital" item to a category, but when I enter the transaction, I do not get the options...
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Photo of Jeffrey Kirk
QWin: How do I delete columns I do not wish to see in Holdings screen?
Thanks in advance.
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  • 2 replies
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Photo of Jeffrey Kirk
What is the best way to show non-taxable increases in cash surrender value or face value of life insurance and an d/or annuity policies?
I have several annuities set up as tax-deferred investment accounts, and several life insurance policies set up as tax-deferred retiremen...
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  • 4 replies
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Photo of Jeffrey Kirk
Combining "_int" and "Interest" entries
Interest income from stocks and bonds in an account are entered as "_int" with no ability to categorize, whereas interest from a security...
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Photo of Jeffrey Kirk
how do I view Subtotaled accounts in Retirement category-Q17 Premier
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  • 5 replies
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Photo of Jeffrey Kirk
How do I set up a Variable Universal Life Insurance policy in Quicken?
How do I set up a Variable Universal Life Insurance policy in Quicken? It includes cost of insurance, increases/decreases in policy value...
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Photo of Jeffrey Kirk
Entries for Variable Universal Life Insurance
I have classified a variable universal life insurance policy as an investment. Every month the insurance company charges me a premium (t...
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  • 1 reply
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Photo of Jeffrey Kirk
Location of totals for each subcategory of accounts
I would like to locate the total line for eacj subcategory of my accounts after the detailed listing of each. Currently it is before. Any...
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  • 2 replies
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Photo of Jeffrey Kirk
I have a financial institution online where i get updates of investments. When I try and add a passsword, Quicke wont let me.Ideas?
I have a financial institution online where i get updates of investments. When I try and add a passsword, Quicken will not let me. Any ...
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  • 1 reply
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  • Acknowledged
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Is it possible to set up one account within another?
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  • 5 replies
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Photo of Jeffrey Kirk
Deleting Quicken files backed up online
I would like to delete a number of Quicken files backed up online.  Any ideas?  I am using Windows 7 and Quicken 2016
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  • 1 reply
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Photo of Jeffrey Kirk
Quicken wont delete a security without any transactions
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  • 14 replies
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Photo of Jeffrey Kirk
October 2014, upon purchasing Ameriprise money market, cost is understated. This only happens on the first purchase on or after October 3, 2014. Any ideas?
This only happens once, on the first purchase on or after 10/3/2014, and the understatement is constant regardless of when the first purc...
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  • 7 replies
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Photo of Jeffrey Kirk
This will be a question in several parts. First, on 9/30/2015, I owned 350 sh of BX with a cost basis of $14,467.95 (net of $259.00 return of capital received on 8/3/15)
On 10/1/15 BX spun off PJT Partners (PJT) in a tax-free spinoff.  I received 8.75 shares of PJT in the transaction.  BX reported a cost b...
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