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Conversations

Recent Conversations
Conversations 61 - 80 of 70023
Photo of Lee Peters
is there an audit for changed reconciled transactions
Sometimes I inadvertently change a reconciled transaction.  Is there a report I can run to show changed transactions? 
  • 1 me too
  • 1 reply
  • Idea
Photo of Steve Bales
CREDIT CARD RECONCILIATION
Quicken 2018 DeluxeVersion R18.4 Build 25.1.18.4 OS:  Windows 10 I am looking for help with a credit card reconciliation.  So f...
  • 1 me too
  • 4 replies
  • Question
  • In Progress
Photo of Paul Roques
Wells Fargo transactions not showing on One Step Update
Two to three days ago Wells Fargo transactions began not showing up on One Step Update and even though there are numerous transactions wh...
  • 1 me too
  • 0 replies
  • Problem
Photo of 1fluff
Quicken for Mac 2019 downloading duplicates accounts. Happened with older versions too.
Quicken 2019 for Mac. creates duplicate accounts upon download.  Happened with older versions also.  How do I stop this?
  • 1 me too
  • 1 reply
  • Problem
Photo of Howard
Register Report Does Not Have Payee Column - Just Repeats the Account Name
I've been using Quicken for over 20 years. Current version is Quicken Deluxe 2019. When in a single checking account I run a Register Rep...
  • 1 me too
  • 4 replies
  • Problem
  • In Progress
Photo of Glenn
Accept all matches after download of transactions for account
When processing downloaded transactions, there are options for "Accept all", "Accept", and "Done".  But when the list is long, and many o...
  • 3 me toos
  • 5 replies
  • Idea
Photo of cecinit2007
Wells Fargo account tangle
Quicken for Home, Business & Rental R11.18 Windows 7 SP1 up to date Good network connectivity I've had problems with my Wells Fargo (WF)...
  • 1 me too
  • 4 replies
  • Problem
  • In Progress
Photo of SimonSezSo
Create a "Quicken Triage" Process
I think that most Quicken errors can be resolved by users themselves.  They are just not aware of the common steps, or troubleshooting av...
  • 1 me too
  • 3 replies
  • Idea
Photo of Tahona
Reconciliation process
Reconciliation process
  • 1 me too
  • 3 replies
  • Problem
  • In Progress
Photo of masug
quicken 2019 - Mondo patch R15.15
The size of the US mondo patch shows as 1.45GB. Doesn't look right! Because it is typically few 100 MB. Can anyone advice on what is goin...
  • 2 me toos
  • 6 replies
  • Problem
  • Solved
Photo of bmarksintx
OH NO! Connect Serices Expired Update Now Window covers quicken data blocking screen.
The Quicken about Window indicates I have Year: 2019 Version : R15:18  and Build : 27.1.15.18...  Membership expired a few days ago.  I d...
  • 5 me toos
  • 18 replies
  • Problem
  • Acknowledged
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
  • In Progress
Photo of KnnNike
How to record forfeiture of unvested cash balance in 403b?
I recently switched employers, and in the process of rolling over my 403b account, TIAA cashed out my shares and returned a portion of th...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of astjohn41
I have been syncing to Quicken Mobile for a long time and all of a sudden it wants me to set up Mobile again. I shouldn't have to do this.
  • 1 me too
  • 0 replies
  • Problem
Photo of Hank Kofron
Would like to see performance of market index such as DJI
In Quicken for Windows I could do this but with Quicken for MAC it is not available although I can see the data history when I look at th...
  • 4 me toos
  • 3 replies
  • Idea
Photo of Quicken Sarah
RESOLVED 12/11/18 Online Billers Unavailable in Quicken for Windows and Mac
Users are reporting receiving a "Unable to add online bills at this moment" error message when attempting to add Online Bills/eBills in Q...
  • 2 me toos
  • 1 reply
  • Announcement
Photo of Rick Fowler
Dividends / Capital Gains - Gain Loss Issue
Using Quicken Premier 2019 for investments. When dividends / capital gains are paid from Fidelity, the dividend is entered using current ...
  • 2 me toos
  • 2 replies
  • Question
  • Acknowledged
Photo of Karen
Customer Invoice - add a date field to rows
Can I add a field - I would like to have dates on the rows because i invoice for services not items.  I like the integration of customer ...
  • 1 me too
  • 2 replies
  • Question
  • Acknowledged
Photo of acs2
I would like to memorize transactions without memos
There should be more options for managing memorization of transactions.  One option should be an option to turn on/off automatic memoriza...
  • 1 me too
  • 1 reply
  • Idea
Photo of acs2
Using Find and replace
It would be very helpful to enhance Find and replace by instituting advanced search features.  Example - search on a field and date range...
  • 1 me too
  • 2 replies
  • Idea