Quicken Personal Finance

What's the proper way to transfer a mut fund and cash between brokers?

I have a Roth IRA at Schwab and have not been happy with the way they have been servicing my account. I'm transferring...

2 comments posted 13yrs

posted by gary_w1

2 comments posted 13yrs posted by gary_w1

WebConnect Express doesn't work

Anyone else having any problems? All my webconnect FIs no longer download with the CC-899 error. My guess is that some...

3 comments posted 13yrs

posted by John

3 comments posted 13yrs posted by John

quicken 6 for dos. is it obsolete?

i have been advisd to stop entering data into this program as it is obsolete and cannot be switched to windows xp. i al...

27 comments posted 13yrs

posted by jim

27 comments posted 13yrs posted by jim

Creating a NEW Investment Account

Using Quicken 2012 I have several investments. Today I created a Fidelity account which will encompass several of my ex...

3 comments posted 13yrs

posted by someone

3 comments posted 13yrs posted by someone

Quicken Deluxe with WIN 8?

Is QD 2012 compatible with WIN 8 - anybody know? Thanks.

1 comments posted 13yrs

posted by Invalid

1 comments posted 13yrs posted by Invalid

Reinvested Dividends - Quicken 2012 Canadian Version

Hi All, I've been wondering about Reinvested Dividends in my portfolio and entering them in Quicken 2012 Canadian versi...

1 comments posted 13yrs

posted by rob.gosling

1 comments posted 13yrs posted by rob.gosling

Graph of Canadian Retirement Accounts (RRSP, LIRA, etc) Contributions versus Portfolio Value

Hi All, Wondering if anyone knows of a way to setup a graph or report to track the contributions to a Canadian Retireme...

0 comments posted 13yrs

posted by rob.gosling

0 comments posted 13yrs posted by rob.gosling

Received CC-801 from One Step Update attempt with Wells-Fargo

This evening, as I attempted a One Step Update, primarily to take a look at my Portfolio values but I just let it updat...

2 comments posted 13yrs

posted by mcdonaldjc

2 comments posted 13yrs posted by mcdonaldjc

Quicken Mobile Synching with Quicket 2013

Hi, I updated to Quicken Premier 2013 and all my account balances were reasonable as expected. Then I activated the Qui...

4 comments posted 13yrs

posted by John

4 comments posted 13yrs posted by John

Quicken v2013 vs Quicken 2012

I have Qucken v2012 and upon launching it today, I received an offer for Quicken v2013 for $35. From what I've read on...

11 comments posted 13yrs

posted by charliec

11 comments posted 13yrs posted by charliec

Changed my Internet Banking log in ID

I recently changed the log in ID on my internet banking. Previously it had been my SSN which was required when I set it...

1 comments posted 13yrs

posted by FJB0623

1 comments posted 13yrs posted by FJB0623

missing splits

Smith Barney was absorbed by Morgan Stanley and the combined company MSSB changed the statement formats, downloads, etc...

2 comments posted 13yrs

posted by Jeff

2 comments posted 13yrs posted by Jeff

sales training

Kieran Perry is a Sales Agent & Professional Business Mentor specialising as a Retail Sales Expert and Business Consulta...

0 comments posted 13yrs

posted by tomalter26

0 comments posted 13yrs posted by tomalter26

Chase - weird ATM deposit

Running Q2012 - I've been manually depositing checks at the Chase ATM all year, and they always show up in Q as "Deposi...

0 comments posted 13yrs

posted by pschuman_no5pam_m3

0 comments posted 13yrs posted by pschuman_no5pam_m3

Upgrade query

From Quicken Cash Manager to Quicken Home and Business (Canadian version) Any issues or is this pretty 'clean'? thanks

0 comments posted 13yrs

posted by Pdog

0 comments posted 13yrs posted by Pdog