Latest threads in Quicken Personal Financeshow only best voted threads

Subject Author Posted Replies
 
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...
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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...
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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...
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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...
 
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...
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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...
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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...
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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...
 
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...
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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...
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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...
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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...
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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...
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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...
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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