Latest threads in Quicken Personal Financeshow only best voted threads
| Subject | Author | Posted | Replies | |
|---|---|---|---|---|
|
|
Bulk delete transactions?
I think I got my one-step update working. But my IRA account downloaded hundreds of transactions going back a couple of years, which has them sort of "starting in the middle"... just transactions...
1
|
13 years ago
|
1 | |
|
|
Trying to generate an I&E from Quicken Deluxe 2009
I am looking to convert the income from some of my non-retirement investments from "reinvested" to "cash", producing more cash to live on. I'm very confused about what I need to do to get an I&E for...
5
|
13 years ago
|
5 | |
|
|
Convert MONEY 2006 to Quicken 2005
I want to convert my MONEY 2006 data to Quicken 2005. I have downloaded the Data Converter and have generated the MONEY reports per the instructions. However when I try and run the Data Converter I...
1
|
13 years ago
|
1 | |
|
|
Install of Quicken Deluxe 2010 was a complete screw-up
Hi all: Well, I bit the bullet today and did the "upgrade" to QD2010. First thing I noticed was that QD2010 installed the Windows Sidebar on my desktop, a "feature" I've never felt the need to take...
11
|
13 years ago
|
11 | |
|
|
Quicken Portfolio
Can't download prices this morning into Quicken 2010 portfolio. Microsoft portfolio manager also not working this morning. Is there a tie in between the two?
—
|
13 years ago
|
— | |
|
|
Question About Tags Usage
Just upgraded from H&B 2007 to H&B 2010 and one of the new "features" is Tags. In the past, I've used sub-categories to split both business and personal entries between my wife and I. For example, I...
15
|
13 years ago
|
15 | |
|
|
Setting up 401K on paycheck & Tax Planning function. Q2010
I think I have the 401K deduction set up incorrectly. I download my Vanguard 401K transactions into my account "Company 401K". I am also posting the cash withheld from my paycheck for the 401K into...
—
|
14 years ago
|
— | |
|
|
Federal Tax Payments – What Tax Line?
I’ve underpaid my taxes throughout the year and paid the balance with the return; no W2’s involved all 1099R, 1099-INT, and 1099-DIV’s. I’m using Q2008HB and TT2009. What’s the proper tax...
2
|
14 years ago
|
2 | |
|
|
Too many data files
I get the message "Quicken's most recently used files list can only show the first 50 files in this directory. You have too many data files to list them all". So how do I resolve this issue? Ralph
16
|
14 years ago
|
16 | |
|
|
Transfer of Schedule C assets from one business to another
My wife closed down her business, reincorporated then started a new business that was able to use most of the assets from the original business. I'm assuming that means a new schedule C but am...
1
|
14 years ago
|
1 | |
|
|
Updating investment / retirement accounts?
I have a Roth IRA and a 401(k), each with a different institution. IMO, I should be able to hit the "Update Transactions" button and have it suck in all of the details. Nope... for both, I have to go...
7
|
14 years ago
|
7 | |
|
|
IRA shows as uncategorized income
I just rejiggered my IRA, and fixed everything up in Quicken. On the main Quicken page, under Accounts, everything looks exactly right. But on my Income vs. Expense graph, the Income bar went through...
—
|
14 years ago
|
— | |
|
|
Ttax 2009 charity-can't enter data; Sked E problem
I had a large list of donations that I printed out as List A and wanted to reference this on line 16 in schedule A. I was unable to find any line that would accept any input or typing whatsoever. So I...
12
|
14 years ago
|
12 | |
|
|
Is a Comparative Portfolio Value Report possible?
Quicken has many reports which can show progress over a period (such as account balances or itemized category spending, over the course of months). Is it possible to show your portfolio value over a...
2
|
14 years ago
|
2 | |
|
|
Percentage of all investments column in portfolio view
Q 2010, R8, WXP I recently sold about 85% of a large mutual fund holding. Before this sale, that issue in Portfolio View comprised about 4% of all securities in the portfolio. After the sale, despite...
—
|
14 years ago
|
— |