Latest threads in Quicken Personal Financeshow only best voted threads

Subject Author Posted Replies
 
Some accounts last download does not show in OSU Summary
Anyone know why some "direct connect" accounts do not not show up in the OSU summary at the end of an OSU session? I've verified that they are selected in the list of accounts to download, and I see...
13 hours ago 2
 
Creating a repeating payment
I've poked around with web searches on how to do this and I'm still a bit confused. Most all of the places I've found only mention how to set up a _reminder_. I don't want a reminder, I want quicken...
4 days ago 14
 
Downloading Fidelity Investment Transactions
The past week I have been unable to download transactions from one of my Fidelity Investment accounts. Anyone else have this problem? Any suggestions? Insufficient information. What does your Help >...
5 days ago 3
 
Taxable vs. Non-Taxable 'retirement' account reports available?
So in Q for PC, is there an option (which I do not see) for producing a portfolio that totals taxable (traditional IRAs, 401Ks, etc.) vs non-taxable (eg: Roth IRAs) accounts? I do not see one. I tried...
6 days ago 2
 
Cred Card Alerts
Not really a Quicken question, but I'm hoping someone here might be able to help. Recently someone used my credit card to make a fraudulent purchase. The vendor told me to talk to my bank, The bank...
1 week ago 1
 
Community Discussion: why is Quicken stating that Schwab does not allow "*" or special characters for the Quicken vault?
why is Quicken stating that Schwab does not allow "*" or special characters for the Quicken vault? Found at: The original post does not specify what Quicken release is involved (though that should not...
1 week ago 4
 
Community Discussion: Unchecking "Show Splits" Fails
Unchecking "Show Splits" Fails Found at: is almost certainly not a Quicken problem: the described behavior has always been present, and it is necessary when it occurs. Show splits will be ignored when...
1 week ago
 
OSU Summary changed for Express Web Connect
During a OSU with the Progress page displaying, it is easy to see that Express Web Connect accounts now go directly from "Waiting" to "Processing Data" to "Complete one time only". This is different...
1 week ago 4
 
keeing online bill pay addresses up to date
I use bill pay in quicken via Wells-fargo. a few times I've happened to notice that the mailing address for the payee had changed since I set it up in "online payees". I'm wondering what you folks do...
1 week ago
 
Quicken 2020 R29.22 Release Notes
Quicken 2020 R29.22 Release Notes Oct 2020 Fixed: Resolved an issue in which a link inside a message to users caused the message to not display properly. Quicken 2020 R29.20 Release Notes Oct 2020...
2 weeks ago 2
 
Quicken 2020 R29.20 Release Notes
Oct 2020 Fixed: Resolved an issue in which bill payment setup was incorrectly prompting users to deactivate the service. Fixed: Resolved an issue in which event information was being tracked for users...
2 weeks ago
 
Community Discussion: I cannot save a Chase Bank password to the Password Vault?
I cannot save a Chase Bank password to the Password Vault? In the above discussion, the "Accepted Answer" is the following Quicken KB article: "Password Vault: [your bank] could not use the password...
3 weeks ago 1
 
Community Discussion: Supplemental Schedule E
Supplemental Schedule E Found at: original poster notes: "I have multiple transactions under the report system generated heading "unspecified expense". Had the original poster bothered looking at the...
3 weeks ago
 
Community Discussion: Need support for multiple accounts for a single vendor
Need support for multiple accounts for a single vendor Found at: original poster posted again after the original post, writing: "After further research I see that I can create multiple entries for the...
3 weeks ago 1
 
Quicken 2020 R29.16 Release Notes
September was a busy month... Quicken 2020 R29.16 Release Notes Sep 2020 Fixed: Resolved an issue in which a financial institution's name was incorrectly displayed. Fixed: Resolved an issue in which...
3 weeks ago