Latest threads in Quicken Personal Financeshow only best voted threads

Subject Author Posted Replies
 
Vanguard web connect removed option to download 4 funds in one account into single mutual funds in singular accounts
From the Vanguard website I used to be able to download mutual funds into separate accounts in quicken. For example. I have an IRA account #xxxxxxxx which has 4 funds. I used to have two options (via...
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Community Discussion: Investment account - Incorrect number of shares in Available to Sell column
Community Discussion: Investment account - Incorrect number of shares in Available to Sell column Found at: can happen if there is a hidden placeholder in the account for the security in question (in...
 
Ideas for a 'template' usage?
So I don't think Q has a template facility. I have in one of my NPO club accounts the need to make a deposit monthly that contains a number of different categories. What I am think of doing is to make...
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Community Discussion: Linking Home with Existing Mortgage as Asset for HELOC
Community Discussion: Linking Home with Existing Mortgage as Asset for HELOC Found at: 's not straight-forward to accomplish, but a Quicken asset account can have multiple Quicken liability accounts...
 
Community Discussion: R50.16 - Missing "Asset" accounts display in left sidebar Accounts List
Community Discussion: R50.16 - Missing "Asset" accounts display in left sidebar Accounts List Found at: original poster is unable to locate two items (I call them widgets) normally found in the Home...
 
List of banks that support Bank Bill Pay in Quicken
Found at: of this posting, that list was most recently updated on May 16, 2023. I suspect that the list will be losing members as time passes and more financial institutions adopt the Express Web...
 
Community Discussion: Nationstar Mortgage account - cannot get online? No Online Services tab?
Community Discussion: Nationstar Mortgage account - cannot get online? No Online Services tab? Found at: original poster has lost the ability to download a mortgage loan account, and wonders why he...
 
Quick Assist
For those who may be interested and don't already know about this (I just discovered it): the Quicken Support web site ( ) now has something called "Quick Assist". You ask a Quicken question and...
 
Community Discussion: Phantom memorized payees
Community Discussion: Phantom memorized payees Found at: original poster is finding Memorized Payees that can't be explained. I have seen the same problem (though only relatively recently - nowhere...
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Community Discussion: FAQ: Quicken Windows - red flag but no transactions to review
Community Discussion: FAQ: Quicken Windows - red flag but no transactions to review Found at: Quicken Community FAQ may help to some Quicken users. In my experience, the steps in this FAQ will not fix...
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Due Date default setting on Bills & Income tab
I'm using Quicken for Windows, version R50.16. On the Bills & Income tab, for years, I have had those 3 drop down lists at the top set to "Due Date", "Due in 30 Days", "All Bills". Up until recently,...
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Empty Desktop Folder
Asked question in the community also. This is something from a long time ago that showed up today. Do not remember what I did since I wasn't paying attention and did not expect it to happen. I know...
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problem with a repeating payment
This with Q R50.16 on Win10/pro I'm completely confused. I have a repeating payment that has been in place for years. I went to "Repeating Online" in Bills&Income Reminders to find it there since I...
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Wells Fargo and one step
What is the problem with using one-step with Wells Fargo accounts? I get an error that “it’s not your fault”!