Quicken Personal Finance

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Make deposits show before payments

So I often have payments and deposits on the same day. The problem is often deposits show after the payments, which the...
9 comments posted 14yrs
posted by evan
9 comments posted 14yrs posted by evan

Morgan Stanley Smith Barney Switch to MSSB.com

Does anyone here have a Morgan Stanley Smith Barney account that have just ungone the switch to MSSB.com? I am having m...
4 comments posted 14yrs
posted by charliec
4 comments posted 14yrs posted by charliec

Upgrade 2009 to 2012?

I have been using Q 2009 Deluxe since... well, 2009. I'm thinking of upgrading to Q 2012 either Deluxe or Premier. I us...
16 comments posted 14yrs
posted by newmagator
16 comments posted 14yrs posted by newmagator

SOLVED: No transactions download from Schwab

If you have not been able to download any transactions from Schwab since June, check you account number and remove an "-...
4 comments posted 14yrs
posted by arnie.goetchius
4 comments posted 14yrs posted by arnie.goetchius

Question about Average Annual Return

I am looking to calculate the average annual return for my investments - 1yr, 3yr, 5yr, etc. I thought IIR would do thi...
0 comments posted 14yrs
posted by shamada%prupipe.com
0 comments posted 14yrs posted by shamada%prupipe.com

Always saves file

W7, Q12D, for the past 2 months my Web connect will always save the file. Under WEb Connect Preference I have the box c...
5 comments posted 14yrs
posted by grunge
5 comments posted 14yrs posted by grunge

[novice level] How to annotate and separate bills

Warning [Novice user!] Running Quicken 2008 trial, updated to qkn 2009 on win7 I notice when in the budget screen, and...
4 comments posted 14yrs
posted by reader
4 comments posted 14yrs posted by reader

mutual fund check + checking acct deposit

This is one of those special cases that pops up, and has 3 parts to it - #1 - Redeemed all shares of a TRowe mutual fun...
3 comments posted 14yrs
posted by pschuman_no5pam_m3
3 comments posted 14yrs posted by pschuman_no5pam_m3

Invoices with H&B 2012

I recently upgraded from H&B 2007 to 2012 (XP Pro). When I try to create an invoice in 2012, the form comes up and I ca...
5 comments posted 14yrs
posted by infodex
5 comments posted 14yrs posted by infodex

QSounds Reg file updated for Win8

Hi, Quicken Users. Just about every time we have to install a new Quicken - or re-install it after updating to a new Wi...
1 comments posted 14yrs
posted by rc
1 comments posted 14yrs posted by rc

Accounts screen not "flagged" at top bar

Q2012 - just noticed that my list of Accounts - which requires scrolling up/down no longer posts a flag at the very top...
9 comments posted 14yrs
posted by pschuman_no5pam_m3
9 comments posted 14yrs posted by pschuman_no5pam_m3

Mutual fund will not update price

I didn't know others were having this problem. I have tried everything I can think of but Yacktman fund (YACKX) will no...
5 comments posted 14yrs
posted by wlslaton
5 comments posted 14yrs posted by wlslaton

Stocks that won't allow price updates

I managed to fix the third one months ago---can't remember its name. The remaining 2 that won't allow manual or automat...
0 comments posted 14yrs
posted by sharx335
0 comments posted 14yrs posted by sharx335

How does Quicken (2011) calculate portfolio return?

In the Portfolio view, I have YTD, 1 yr, 3 yr, 5 yr return columns. The YTD percent (at least) for (at least) one secur...
5 comments posted 14yrs
posted by phillysleuth
5 comments posted 14yrs posted by phillysleuth