Conversations
I’m Eric Dunn, the CEO of Quicken Inc. I wanted to reach out to wish you a Happy New Year and thank you for your ongoing support of Quick...
TIAA-CREF Brokerage Services unable to connect, but traditional TIAA works
Cannot establish a download connection to TIAA-CREF Brokerage Services. Connection for the standard TIAA (mutual fund) account works fine...
Cannot change reconciled Investment transaction to Cleared
I can't change any "R" to "c" in an investment transaction. Running Quicken Windows 2019 16.14 Build 27.1.16.14.
Flag accounts that have received updated information via One Step Update
After performing a One Step Update, I find it necessary to visit each account one by one to determine if any entries need to be approved....
Quicken 2018 Investment Register
There is still no way to adjust the fonts in the investment register as we can in the banking register. This is a needed feature. Chang...
quicken 2017 investment registers font problem
I am unable to change fonts in the "Investment" registers. Current type is thin and hard to read. I have changed the font in "Banking" re...
Inverted postive/negative amounts in split after cut/paste/restart
After cutting and pasting paycheck information with splits from an old entry to a new one, I quit Quicken and come back in, and voila, al...
Allow average cost setting to be forced for an account (like retirement accounts)
Allow average cost basis setting to be forced for all securities in an investment account (like retirement accounts). I know this has be...
Suggestion: add EOM statement date option (or other options) to accounts for reconciling
Add an OPTION to each account so that Quicken knows what the statement dates will be and fills in the next available statement date when ...
Ctrl-copy to change posting date does not work
There is a technique to change the downloaded posting date on a transaction. Right-click any non-editable field in the transaction line, ...
Transaction errors with Fidelity Investments download
Over the past 6 months I have noticed that I am getting download transaction errors when I download transactions from Fidelity Investment...
Suggestion - add smart reconciliation report options, date and file export
Suggestion - add options to the Reconciliation Report that pops up after successful balancing. Allow the user to default the "As of Date"...
Editing "Posting Date" Doesn't Work
I read several threads on this topic but wanted to register that editing the Posting Date from the downloaded transaction, using the Copy...
Idea: Central Place to vote on all online issue
I am really frustrated with the constant online banking issues. I am frustrated they are happening but that is the nature of online banki...
Ctrl shortcuts quit working
I posted this 7 months ago. I'm currently running Quicken 2015 R 11. Has the problem been fixed in a newer release? For many months or...
TIAA Direct and Brokerage: A connection to your financial institution could not be established.
TIAA Direct and Brokerage: A connection to your financial institution could not be established. Try connecting in a few days. (2 weeks ha...
Allow registered users to vote on enhancement ideas
Allow registered Quicken Windows users to vote on enhancement ideas so that management of Quicken knows which ones to prioritize. IBM and...
Allow prior year to be the default year when entering dates in January
Not everyone has time to enter every transaction which needs to be entered manually, the same day. In January it would be really helpful...
Manually changing the Posting Date
I have seen another post where this was suggested and had additional information that I have posted below...but cannot find it now...lol ...





_large.jpg)
