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There are 43348 articles in 8081 discussions. See the most recent and the best rated articles in Quicken Personal Finance

The most recent discussions

Quicken 2016 R12

April 24, 2017, 1:16 pm

I had my Quicken 2016 update itself to R12 a few days ago. No obvious issues, although I hate the way it always resets itself to full screen after an upgrade. I not only have to switch it back to... Read more »

Problem with online update - Schwab

April 21, 2017, 4:50 pm

My account with Charles Schwab recently forced me to switch my log on ID & password. I had no problem updating all transactions into my register prior to this change. I did as they asked & am now ... Read more »

Problem with online update

April 19, 2017, 10:21 pm

My account with Charles Schwab recently forced me to switch my log on ID & password. I had no problem updating all transactions into my register prior to this change. I did as they asked & am no... Read more »

Official Online Quicken Support now at getsatisfaction.com?

April 18, 2017, 3:10 pm

So I want to report the bug 'officially' that we discussed a bit ago about deleting a transaction jumping to the wrong one. The old link I had for this was: http://quicken.intuit.com/support/fee... Read more »

Reporting: Spending vs Budget

April 15, 2017, 7:25 pm

[Qkn 2017 Premier R6 on Windows 10 Pro 64-bit] Yes, I know, I really should do better after all these years (started with Qkn for DOS), but... Used to run reports of Spending vs Budget. Now I can't... Read more »

Saving banking register

April 15, 2017, 4:31 am

Quicken 2017 v.R6 Deluxe All of a sudden I am having a problem with the format of the banking regist er. For some reason the formatting of the register changed so I reformatted it with the desire... Read more »

Placeholder Problems

April 12, 2017, 10:54 pm

To get rid of the red flags you need to set the account(s) to automatically accept transactions. Doing this also causes Q to compare the holdings and to create placeholders if the numbers don't agr... Read more »

missing invoice descriptions when printing

April 10, 2017, 2:58 pm

Invoices are scheduled monthly. When I have to print some, although the descriptions show on the screen, they print blank. If I edit the invoice to delete and retype the descriptions, then they... Read more »

send an invoice via e-mail

April 10, 2017, 2:33 pm

when I use the button to send an invoice by e-mail as HTML, the invoice is printed double, one above the other. Any solution other than printing as PDF and attaching to an e-mail? Read more »

ROI calculations

April 10, 2017, 8:28 am

HI Group, I'm using Quicken 2016 for Windows. I have a stock holding in an investment account w/ a appx 5% unrealized gain and a dividend payment yet Quicken is showing the ROI as a negative -7%. T... Read more »

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The best rated discussions

bi-monthly payment rating: 5

I'm searching for the best way to set up a bi-monthly payment mortgage so that my saved interest and princiapl are reflected correctly. Read more »

Quicken and Fidelity accounts rating: 5

I have several accounts with Fidelity * 401k * Individual Brokerage * ESPP However, when I try and have Quicken (2007 Home and Business R4) connect to Fidelity it only finds the brokerage account an... Read more »

How can I reset "next" check numbers? rating: 5

We have renumbered our checks to satisfy a different issue and would like to click next check number and have it automatically populate the new number sequence. is there a way of resetting this numbe... Read more »

Semimonthly mortgage payments? rating: 5

I plan to begin making semimonthly mortgage payments and am hoping someone out there has figured out how to properly set up quicken to make semimonthly mortgage payments. I haven't found any way to ... Read more »

How can Quicken help me to match the online balance? rating: 5

I've have automatic download of my bank's transaction for many years. Unfortunately, for unknown reasons, the online balance and the ending balance of the bank account in quicken don't match with ... Read more »

Validation errors: what to do? rating: 5

My Quicken 2008 Deluxe started behaving funny. So I made a backup and then ran Validate. The Data_Log.txt file has numerous entries going back to 2004! They are all of the following type: Found bac... Read more »

How do I determine cost basis for money market funds? rating: 5

In quicken 2006, my money market account shows many 'enter cost' entries. When I click on one, I see a stack of entries waiting for cost basis info, mostly reinvested dividends but also the original ... Read more »

TurboTax Form 8606 Question rating: 5

From TurboTax Form 8606-S -- Explanation Stm: Detailed Explanation-1 must be completed. Enter your explanation here to complete the Basis Adjustment Explanation Statement. What do I put for Basis ... Read more »

Discover Direct Connect stopped working rating: 5

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For years Quicken has been able to download Discover transactions via Direct Connect, but several days ago that stopped working. It now only works via Web Connect. Using the Web Connect method I ... Read more »

1041 Estate Taxes rating: 5

Are there any Turbo Tax or Tax Cut products that will handle a 1041 for Estate Taxes? If have a very simple one to file with a small amount of dividends and tax-free interest and a few expenses. Wi... Read more »

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