Quicken Personal Finance

Year-End Copy Question

I've had Quicken for years and always do a year-end copy and start fresh with only unreconciled transactions coming int...

3 comments posted 13yrs

posted by netwaregal-at-

3 comments posted 13yrs posted by netwaregal-at-

Does Q2013 Separate Doctors & Hospital For Tax Reporting?

When I set up a category in Q2012 and select the Tax Reporting Tab, one of the options is Doctors, Dentists and Hospita...

2 comments posted 13yrs

posted by arnie.goetchius

2 comments posted 13yrs posted by arnie.goetchius

How do I record a fund name change, keeping the cost basis?

I had bought Yacktman fund at one point. Then in the history of my investments, it showed my downloaded transactions to...

1 comments posted 13yrs

posted by gary_w1

1 comments posted 13yrs posted by gary_w1

Problems with Downloaded Fidelity Investments Transactions

For some time now, I have had a problem with many of the transactions downloaded from Fidelity Investments. Wereas they...

0 comments posted 13yrs

posted by condo8445

0 comments posted 13yrs posted by condo8445

Discover posting date = transaction date

(Also posted in Quicken Community) Q 2011 H&B R8 Discover One-Step-Update, FI = "Discover Card" (although there might n...

13 comments posted 13yrs

posted by bartt.shelton

13 comments posted 13yrs posted by bartt.shelton

Why did Quicken go "back in time" and change the basis in this particular security?

A few days ago I discovered that the total basis of my securities in a particular account had changed (increased) for u...

5 comments posted 13yrs

posted by sombodee

5 comments posted 13yrs posted by sombodee

Starting Q2013D by clicking

on qw.exe icon works fine. Clicking on data file "(MK.qdf) starts a reinstallation of Q. Didn't used to be this way. No...

2 comments posted 13yrs

posted by mkornblau

2 comments posted 13yrs posted by mkornblau

Quicken 2013D is almost unusable for me

I just upgraded from 2011D to 2013D, taking advantage of the combo deal at Amazon. 2013 is neat in one respect - you ca...

3 comments posted 13yrs

posted by suenjim4.badaddress

3 comments posted 13yrs posted by suenjim4.badaddress

One Step Update - Auto-Enter Passwords with Quicken

I'm using Quicken 2013. Does anyone know whether KeePass 2 can be set up to auto-enter the passwords on the Quicken One...

0 comments posted 13yrs

posted by kblake

0 comments posted 13yrs posted by kblake

New to downloading Credit Card TXNS

I have, over the years, manually entered transactions from my BofA Credit Card. Today, I set QD13 up to download TXNS....

13 comments posted 13yrs

posted by mkornblau

13 comments posted 13yrs posted by mkornblau

Downloading Credit Card TXNS for first time

I have, over the years, manually entered transactions from my BofA Credit Card. Today, I set Q up to download TXNS. Wha...

13 comments posted 13yrs

posted by mkornblau

13 comments posted 13yrs posted by mkornblau

Quicken loading old transactions

This AM Quicken (2013 Premier) said it had an update which I installed. When I restarted Quicken I see that there are n...

3 comments posted 13yrs

posted by my_port_2000

3 comments posted 13yrs posted by my_port_2000

quick way to enter series of checks

Using Quicken 2012 - for investments & checking acct downloads. We seemed to have misplaced a booklet of 30 checks.......

12 comments posted 13yrs

posted by pschuman_no5pam_m3

12 comments posted 13yrs posted by pschuman_no5pam_m3

Quicken rounding problem leaves 0 shares with negative .01 cent value!

I am not sure how many places Q rounds out to, but here is just one example of many that have accumulated in my account...

8 comments posted 13yrs

posted by Jerry

8 comments posted 13yrs posted by Jerry

Quicken 2013/TurboTax Bundle

Does anyone have any thoughts on when a Quicken 2013/TurboTax Bundle might be available for sale someplace like Costco...

21 comments posted 13yrs

posted by kblake

21 comments posted 13yrs posted by kblake