Quicken Personal Finance

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FI change reflected in online payee name

Say I have a charge account with "Bank xyz" and sent payments through billpay with the online payee of "Bank of XYZ". N...
1 comments posted 13yrs
posted by John
1 comments posted 13yrs posted by John

Curious as to differences in investment totals

[QKN 11 Dlx R8, Vista Ultimate SP2] One-step-update weekly 6 IRAs (3 each for my wife and me) plus regular brok erage a...
9 comments posted 13yrs
posted by algarcia2
9 comments posted 13yrs posted by algarcia2

Portfolio Alerts - not working

Running Q2012 - The Quicken online mirror for the desktop software has two "alert" areas: - one for Stocks Price/Volume...
0 comments posted 13yrs
posted by pschuman_no5pam_m3
0 comments posted 13yrs posted by pschuman_no5pam_m3

Deleting Transfer Categories

Using Q2013. I have several accounts that have been closed. When I go to transfer money between active accounts, the tr...
5 comments posted 13yrs
posted by rosenbaum83
5 comments posted 13yrs posted by rosenbaum83

Moving to iPad

A little off topic..... but, moving to an ipad. Any recommendations for so mething as close to Quicken for the ipad? I...
1 comments posted 13yrs
posted by rpassarge
1 comments posted 13yrs posted by rpassarge

TT - Importing stock sales - Form 8949 -

Importing stock sales + Form 8949 + Missing cost basis I have Imported all my 1099-DIV and 1099-B from Schwab... into T...
1 comments posted 13yrs
posted by pschuman_no5pam_m3
1 comments posted 13yrs posted by pschuman_no5pam_m3

1099-B - non-covered - date & basis

Received our 1099-B packet for our Schwab account, and did the Import from Financial Institution. Had a few sells last...
9 comments posted 13yrs
posted by pschuman_no5pam_m3
9 comments posted 13yrs posted by pschuman_no5pam_m3

RMD Withdrawal, Transfer & Fed Tax Transaction

I am using Q 2013. I have 3 Investment accounts. All 3 are kept as separate accounts in Q. All accounts are Mutual Fund...
4 comments posted 13yrs
posted by trvlnmny
4 comments posted 13yrs posted by trvlnmny

stock dividend

On 7/17/12, L3 communications gave as a "stock dividend" a certain number of shares of Engility. How does one enter thi...
10 comments posted 13yrs
posted by Jeff
10 comments posted 13yrs posted by Jeff

Quicken 11- how to fix home screen display

Somehow I caused Quicken to rearrange the opening View (I am not using MY M ONEY). I did NOT purposely customize it, bu...
1 comments posted 13yrs
posted by phillysleuth
1 comments posted 13yrs posted by phillysleuth

ticker - RIMM vs BBRY

I've had and sold RIMM back in 2010, but still keep it on my Watchlist. I expected it to stop showing current pricing a...
0 comments posted 13yrs
posted by pschuman_no5pam_m3
0 comments posted 13yrs posted by pschuman_no5pam_m3

Information

Of all kinds of information on Financial! Just the info you ben looking for! http://tinyurl.com/3mnthbt
0 comments posted 13yrs
posted by kennethsplace
0 comments posted 13yrs posted by kennethsplace

A Mutual Fund Issue

Windows 7 and Using Quicken 2012 (all updates) I've had this Mutual fund in my Quicken account for several years. Today...
1 comments posted 13yrs
posted by someone
1 comments posted 13yrs posted by someone

RMD & Tax

What would be the accepted way of doing this: Took my RMD from xyz investments of say $10k, told them to with hold %20...
9 comments posted 13yrs
posted by grunge
9 comments posted 13yrs posted by grunge