Quicken Personal Finance

How to post a transfer fee

Changed institutions that hold my IRA. The loosing institution charged a $50 transfer fee. Looking for the Correct "Acti...

5 comments posted 14yrs

posted by grunge

5 comments posted 14yrs posted by grunge

TT - ADR and IRA fees

TurboTax - where do you think Stock ADR fees and IRA account fees might be entered ?

1 comments posted 14yrs

posted by pschuman_no5pam_m3

1 comments posted 14yrs posted by pschuman_no5pam_m3

credit card change

My previous credit card was bought out and taken over by a new credit card company. Should I just change the name and n...

6 comments posted 14yrs

posted by grunge

6 comments posted 14yrs posted by grunge

Quicken - how are [names] used

I've been going thru my Q2009 and trying to get all the incomes, payments, CC's detailed. Everything looks good except...

8 comments posted 14yrs

posted by pschuman_no5pam_m3

8 comments posted 14yrs posted by pschuman_no5pam_m3

still losing brokerage transactions during one step update

This has been going on for a long time and through at least two versions. Periodically I detect that either my brokerag...

6 comments posted 14yrs

posted by phillysleuth

6 comments posted 14yrs posted by phillysleuth

Last gasp, I swear! Estimated taxes as assets (discussed ad nauseam)

[Qkn Dlx 2011 on Vista Ultimate 32 bit + SP2] Have read carefully previous discussions on handling estimated (federal)...

7 comments posted 14yrs

posted by algarcia2

7 comments posted 14yrs posted by algarcia2

Stock quotes seem broken since Monday.

Yesterday, the stock quotes came down correctly, but it also downloaded prices from Sunday, so the change in prices was...

5 comments posted 14yrs

posted by jimh

5 comments posted 14yrs posted by jimh

401K cash/checking account

My 401K and IRA accounts were migrated from Microsoft Money a while ago... they all came over with linked cash accounts...

0 comments posted 14yrs

posted by John

0 comments posted 14yrs posted by John

Making renaming rules more clever

I like the renaming rules, but I'm running into a problem. Right now I have a store prefix and that's great. so my tran...

6 comments posted 14yrs

posted by bernie

6 comments posted 14yrs posted by bernie

Duplicate Discover transactions

I think this began when I upgraded to Q2012, but i'm not sure: but when I do an update of my discover account, about ha...

13 comments posted 14yrs

posted by bernie

13 comments posted 14yrs posted by bernie

Q2009 - Bills -> List Upcoming report?

ARRRRRGGGGGHHHHHH is there any way to create & print the Bill info provided on this screen display... Q2009 --> Bills t...

2 comments posted 14yrs

posted by pschuman_no5pam_m3

2 comments posted 14yrs posted by pschuman_no5pam_m3

Q2009 - outstanding txns not visible

running Quicken 2009 - downloaded a couple of CD and MM accounts and the red flags popped up and all looked normal, exc...

7 comments posted 14yrs

posted by pschuman_no5pam_m3

7 comments posted 14yrs posted by pschuman_no5pam_m3

2012D income window

Q2009D had little tabs off to the side, one of which showed a little calendar and income amounts with the sources. That...

0 comments posted 14yrs

posted by edj

0 comments posted 14yrs posted by edj

TurboTax Form 1116 (Copy 1)

Almost done with my Federal taxes. In the TurboTax error checking I am asked to check this entry: "TurboTax Form 1116 (...

9 comments posted 14yrs

posted by Jeff

9 comments posted 14yrs posted by Jeff

Estates, Trusts, & K-1's

Quick question - that has been lingering with with my wife's family... Her mom died a few years ago... Her mom's house...

3 comments posted 14yrs

posted by pschuman_no5pam_m3

3 comments posted 14yrs posted by pschuman_no5pam_m3