Latest threads in Quicken Personal Financeshow only best voted threads

Subject Author Posted Replies
 
Trying to balance checking
Quicken 2010 deluxe First time trying to balance my checking account. I am off by $400.00 Do i reconcile by Paper Dtatement or Online Balance ? My Paper statement says 12/16/2009 thru 1/14/2010 From...
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Paycheck and pre-tax deductions
I have an issue related to the one discussed here: have two pre-tax deductions set up, which work fine for getting the money to the proper accounts. The problem is, no matter how I try to set them up,...
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Quicken 2010 Release 5 available
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Q2003 PC to Q for Mac?
Treasurer past used Q2003 DL for her non-profit. Treasurer future states she cannot import the 4 data files into her Quicken for Mac (don't yet know which year). What would be the general procedure...
 
Crossed accounts
I recently activated my credit union reports online; savings, checking, and loan. I was doing them from the snail mail statement. I am using Quicken 2009 deluxe on XP sp3 Now my savings account...
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Intuit Abandoning Quicken
OnLine Quicken in a few weeks, Software 5 years max. I expect Quicken 2011 for Windows to be the last version - unless they choose to skip 2011 and make a 2012 version. I doubt there will be any new...
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Quicken 2008 Annuity
How do I find out how to record the purchase of a variable annuity? I can download the value but have to enter it manually into my portfolio.
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Online Transfer
Using Q2009, I'm trying to set up an online transfer and scheduled transaction between Wachovia bank accounts. When trying to create a scheduled transaction, Quicken does not have an option for...
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Q08 Tax Report Date Problem
I am working on my taxes, and when I call up the "tax schedule report" it comes up titled "Tax Schedule - Current Year" date range "Yearly" and "current year" but the report is always 1/1/2008 -...
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Fixing Bad Match with Online Security
If a security in your Quicken portfolio is mis-paired with an online security, there's an easy fix. Edit the security and unclick "Matched with online security". Go to the Online center, select the...
 
Transfer account from one quicken file to another?
Is there any way to transfer checking account information from one quicken file to another? I tried exporting/importing, but the available export format (QXF) doesn't match any of the available import...
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CD Account
Should a CD account at my Credit Union Bank be entered into Quicken as an investment account or as a savings account? Setting up Quicken 2010 Premier on a new computer and still a bit uncertain about...
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Q10 - Getting the fields in the Portfolio view to fill in.
I'm having a heck of a time figuring out how to get the Portfolio View fields to fill in. Only one of my securities show the Morningstar rating and the Industry YTD. All other 5 securities show the...
 
Quicken 2010 - ImportRestore Data Question
Just moved from XP computer to Windows 7 computer. Installed Quicken from CD onto Windows 7 computer. Still have Quicken running on previous computer. Made back up of data file, and moved this file to...
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Q99-Q10 Home Loan Disappeared On Conversion
I just updated from Q99 to Q10 Premier and have noticed the loan on my house has essentially disappeared and ended up as Property & Debt under accounts. All of the transactions are there including the...
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