Latest threads in Quicken Personal Financeshow only best voted threads
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Portfolio Value and Cost Basis Report Does Not Agree with Actual
The Portfolio Value and Cost Basis Report does not agree with the actual totals for the account because I have about 10 portfolio entries that have been sold and don't belong in the report. For...
7
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7 years ago
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Quicken 2017
I usually upgrade to the new version only every other year, so I'm still running Quicken Deluxe 2016. I may have asked this question here before, but if I did it was soon after 2017 was released, and...
5
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7 years ago
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5 | |
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2017 Rental Manager
Anyone have any experience with the new Rental Manager? I usually update e ver other year but with Intuit having Quicken on the block for sale for the last 12-18 months, I am concerned about whether...
1
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7 years ago
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Quicken 2017 Update
Very strange. When I started Quicken today, it immediately installed some sort of patch. When I check the version number, it's still R4. Preseumably, it has something to do with the Windows Fast Ring...
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7 years ago
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Avg Annual Return (% YTD)
Does anyone know how this is determined? I have a stock (CHW) that I own (754.223 shr) that has returned $52.50 a month for the last year and total return is $1315.49 since I bought it.. Cost basis is...
3
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7 years ago
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3 | |
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Quicken 2015 only updates one of two accounts
We have two checking accounts at Wells Fargo. One we use for almost everything. The other we rarely use . It's their mostly for ATM withdrawals and Paypal because we want to limit the amount in the...
5
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7 years ago
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5 | |
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Using _underscore categories in Quicken
In another thread, someone suggested that I use the category _HSAEmployerContrib. Judging by the name, this category is simply perfect for my needs. Except, underscore. I understand that the...
2
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7 years ago
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2 | |
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Costco prices
Got Quicken Deluxe 2017 for 49.99 - 20.00 = 29.99 and Turbotax Deluxe for 49.86 - 10.00 = 39.86 Total.......................................69.85 For whatever that's worth. Now watch someone post they...
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7 years ago
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Category for pre-tax money from employer?
For the first time, I have a health savings account (HSA). My employer made a contribution to this account, and I believe that it is not subject to income tax. Is there an existing Quicken category...
4
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7 years ago
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4 | |
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upgrade to 2017manually reconciling but not all unreconciled transactions are showing up in reconcile window
i upgraded to Quicken 2017 today but when I went to manually reconcile my account only cleared transactions that were from before the last bank statement date are showing... ie transactions that had...
2
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7 years ago
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2 | |
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2017 first impressions
For me it's not as bad as I had expected from the comments. One nuisance - in a register view (investment accounts) the description field can't be made smaller than a rather too large size - which...
5
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7 years ago
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5 | |
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downloading incorrect category??
Have Quicken Premier 2016. Have a Citi Costco credit card. When I download transactions, it shows the same incorrect category - insurance each one. Anyone have a similar problem or have an idea how to...
1
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7 years ago
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1 | |
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Rookie questions about setting up monthly payments
q2016 Could someone with q 2016 please list the detailed steps for setting up an automatic payment of a fixed amount on say the first of month? I need something that my wife who is just an ordinary pc...
12
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7 years ago
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12 | |
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Quicken 2017 Account Column Font?
I'm running Quicken Deluxe 2017 and the font presentation in the main window Account Column is very dim. Is there a way to change that font presentation to make it a bit brighter? Thanks for any...
1
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7 years ago
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1 | |
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Quicken and TurboTax Packages
Quicken and TurboTax Packages are now available from Staples and Amazon but not Costco Q 2017 Premier + TurboTax 2016 Deluxe Staples $80.88 Amazon $84.35
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7 years ago
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