Best Rated threads in Quicken Personal Financeshow all threads

Subject Author Posted Replies
 
Problems downloading Discover Card transactions.
Anyone else having trouble downloading transactions from Discover Card? OL-294-A error code the past two days. Official forum has an entry saying contact Discover directly. Steve
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Problem with downloading Citi Costco Visa transactions
Using Quicken 2016 Premier, with latest release. Have recently started usi ng a Citi Costco Visa credit card. When I download transactions, a transac tion has an incorrect vendor name (uses the same...
 
Cannot install Quicken - Error 1722.
So basically it's the PDF Print driver. Running it, I get: Installing Amyuni PDF printer driver Error Code: 5 Access is denied....
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Quicken 2016 Turns Screen Black
I'm running Quicken 2016 R6 under Windows 10. I have a two monitor setup and I have Quicken autostarting on the second screen. I've had a minor variation of this problem for a week or two, but today...
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1099-B Short Term Transactions for which basis is reported to the IRS
I was reconciling my Capital Gains report - Last Year 2015 (Quicken 2013 R 10) to my 1099-B. The short term transaction cost basis does not agree with Mr. T. Rowe Price. Interesting enough, the number...
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Whats the best way to maintain a long history of Quicken usage?
My Quicken file has gotten very long over the last 20 years, and I'm getting worried that I haven't paid enough attention to annual backups, removal of old transactions from the file, and any other...
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Multiple Quicken Files, using "Open with Quicken Launcher"
Because some of my banks do not support direct updates I have to download activity and use Quicken Launcher. Right now I only have one Quicken file on this computer with all my personal accounts. I...
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Turbotax data file size
I finished my 2014 taxes and filed them electronically and everything appears ok so far (fed return accepted, waiting for state). But when I was backing up the data file I noticed that the size is now...
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$25 rebate for premier for extension filers
can i still get the $25 rebate if i purchased the premier edition of turbo tax for 2014 and am requesting an extension???
 
Costco OnLine $20 off Q, $10 off TT
301&catalogId701&keyword=intuit0101&EMID²C_2015_0102_TurboTax http://www.costco.com/CatalogSearch?langId=-1&storeId
 
Discover Card Requires password change. Quicken will not accept change.
In password vault it does not accept the password, which works when manually logging in at Discovercard website. In update now, it lets me enter the password, but then puts up a screen asking me to...
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Download solution, Bank of America
I have been having trouble receiving downloads from the Bank of America, usually with a note indicating 67 downloads, but the account window would have only 3 or 4 Billpay type downloads for future...
 
Missing register column
I'm using Quicken H&B on Win 7. I just migrated from XP. I backed up Quicken from the XP machine and restored it to the Win 7 machine. One (and only one) if my accounts no longer shows the Balance...
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RMD documentation in Q
Apologize if this is a repeat, posted about 1 week ago, can't find it now...but. RMD from my broker, they held 20% for tax purposes, sent me a check (80%). Easy way, treat the 80% as a deposit in...
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Payment to a Bank Account
I think I already know that the answer to my question below is "no, you can't do that," but I'll ask anyway, just in case I'm wrong. With very few exceptions, I write no checks. Some payments (to...
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What is the difference between Tax Summary and Tax Schedule reports?
Is one more useful than the other? I did notice that the Tax Schedule omits some items. I noticed a charitable donation made via a paycheck deduction did not appear but it appeared on the Summary. So...
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Quicken Brokerage Account Summary
Using Quicken 2013: I have a brokerage account with Fidelity that is set up to automatically download from the institution all activities. These are automatically updated in Quicken. I started the...
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Loan
My home mortgage loan does not track correctly. I verified the interest rate, balance & terms are correct. I have it set as an auto transaction. When I get the statement from bank, I have to edit the...
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OSU weirdness in Q V2011
I think I asked about this once before but since it wasn't happening a lot, I just lived with it. Now it's almost every time I run OSU. It appears to run thru all my accounts with lightening speed,...
 
AMEX ANNUITY JMR
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.