Latest threads in Quicken Personal Financeshow only best voted threads
| Subject | Author | Posted | Replies | |
|---|---|---|---|---|
|
|
Fund sale recorded as short sale
I updated my account from Schwab and 1 fund I sold quicken wants to record it as a short sale. I cannot figure out how to change to a sale it keeps saying it's a short sale. Thanks Jeff
6
|
12 years ago
|
6 | |
|
|
Canadian Mutual Fund Prices
For the last 3 days Canadian Mutual Fund Prices have not updated properly in Q 2011. On May 12 only a couple in my portfolio have updated. The quotes for May 11 seem to have finally updated. Tonight...
1
|
12 years ago
|
1 | |
|
|
Wells Fargo Online Banking -
Anyone else notice the Wells Fargo Online Banking site is frequently not "online". I know they have to PM their servers sometime, but 8:00 on a Friday evening seems inopportune. Same status last week...
2
|
12 years ago
|
2 | |
|
|
Adding buttons?
Does Quicken 2011 have a way to add new buttons to screens. Specifically, I would like to create a single-button "download quotes" button on the investments screen.
9
|
12 years ago
|
9 | |
|
|
Category report impossible to use
Quicken 2010 revision 10 Exasperating expense report. I made a simple category report for a given tag and category and would you believe it's nearly impossible to jigger the columns so the...
2
|
12 years ago
|
2 | |
|
|
Trouble matching downloaded transactions
Quicken 2011. Often I enter multiple checks to deposit on separate lines in the register. The bank records one deposit consisting of the sum of the multiple items I have entered in the register. When...
7
|
12 years ago
|
7 | |
|
|
Some security prices locked out
A few of my many securities in a few different (Fidelity) accounts now have no prices associated with them. There is a little symbol where the current price usually is in the Port that says they have...
4
|
12 years ago
|
4 | |
|
|
Citi - split issues
Using Q2009 dlx - With the 10:1 reverse split of Citi, I've observed a couple of issues... 1 - my Schwab download insists on using Shares Removed / Shares Added vs Stock Split..... I deleted the 2...
5
|
12 years ago
|
5 | |
|
|
Scheduled transactions bug
It is a nice feature that by right-clicking on a transaction you can get to the scheduled transactions sheet which is in general all filled out already. But I find that there's no way to say okay, or...
5
|
12 years ago
|
5 | |
|
|
Spit transaction missing matching transaction in other account
I'm using Quicken 2005 and if I post a split transaction in a chequing account, comprising a deposit of cash and a customer's cheque being deposited, the matching cash component doesn't show up in the...
1
|
12 years ago
|
1 | |
|
|
Q10 Ctl Find needs check register, baffling
This 2010 version of Quicken is maddening. Take the simple task of finding a check number: I am looking for a check number 1000. Since I couldn't find it with control find as detailed below I founded...
5
|
12 years ago
|
5 | |
|
|
Trust Accounting
Is there some way to differentiate income and principal allocations in Quicken; and a way to keep track of different beneficiary's shares? This is a complex trust; I am trustee. Thanks....
1
|
12 years ago
|
1 | |
|
|
Q2011 Report Question
Is there a way to generate reports for only those transactions that have POS in the Check# column of my checking account register? I am trying to analyze the use of my debit card.
3
|
12 years ago
|
3 | |
|
|
Pie chart for expenses
How can I select what expenses Quicken will use in making up a pie chart. I want to excclude certain large but uncontrollable items such as taxes, leaving the things I can control such as groceries,...
1
|
12 years ago
|
1 | |
|
|
Installed Q10, zero transactions shown
I just installed Q10 and the program converted 49,000 items. Now my register shows absolutely no downloaded transactions (Which actually cover a number of years). My Main account shows no transactions...
9
|
12 years ago
|
9 |