Quicken Personal Finance

Long Shot - Setup Dkts for US 1993 Personal Tax Edge for Windows

Does anyone happen to have a set? I'm hoping someone does and would be willing to zip / email the contents of Setup Dis...

2 comments posted 14yrs

posted by rlindx

2 comments posted 14yrs posted by rlindx

Security missing in Securities List

I have a security that is in the system. It shows up when I list my holdings in the account and in the Securities list....

2 comments posted 14yrs

posted by rasilon

2 comments posted 14yrs posted by rasilon

problem accessing this group

I posted last on Feb 27. Since then I can only access the topic list using my normal shortcut to the internet page. I'v...

7 comments posted 14yrs

posted by phillysleuth

7 comments posted 14yrs posted by phillysleuth

TurboTax where to enter investment management fees

I have managed investment accounts with my broker. Where do I enter the management fees in Turbo Tax? They did not seem...

2 comments posted 14yrs

posted by Jeff

2 comments posted 14yrs posted by Jeff

Download doesn't recognize account

I've downloaded my CU checking account data for my monthly reconcilation drill. But the dowloaded file does not recogni...

9 comments posted 14yrs

posted by my_news_groups

9 comments posted 14yrs posted by my_news_groups

TurboTax installation error

TurboTax 2011 won't install if it doesn't find the right fonts (Arial and Verdana). They are installed on my Windows 7...

9 comments posted 14yrs

posted by whoozit

9 comments posted 14yrs posted by whoozit

Mutual Fund Xfer between Quicken files

I want to transfer some mutual funds from one Quicken account to another, and preserve the purchase data for tax purpos...

3 comments posted 14yrs

posted by napper

3 comments posted 14yrs posted by napper

Can't reconcile 2011

This is driving me crazy. When I try to reconcile my checking account that was d/l from B of A, I get the screen where...

6 comments posted 14yrs

posted by ScottW2000

6 comments posted 14yrs posted by ScottW2000

"Category" usage when creating investment account?

Question - Can one create a category (or some other easy to report mechanism) such that when one receives an investment...

5 comments posted 14yrs

posted by Andrew

5 comments posted 14yrs posted by Andrew

Q H&B customer list problem revisited

A few years and versions ago, I had a problem where I would try to invoice someone and Quicken would act like it was a...

2 comments posted 14yrs

posted by phillysleuth

2 comments posted 14yrs posted by phillysleuth

Bank of American

For your situational awareness, Bank of America is having problems with it consumer accessible files. This is not only...

0 comments posted 14yrs

posted by bgross

0 comments posted 14yrs posted by bgross

TurboTax - Schwab acquired date = 12/31/95

For our TurboTax info and our Schwab 1099-B info they are showing some missing cost basis entries. Each "missing" entry...

6 comments posted 14yrs

posted by pschuman_no5pam_m3

6 comments posted 14yrs posted by pschuman_no5pam_m3

TT - 1099-B and Missing Cost Basis

running TurboTax and have a headache regarding Imported 1099-B... Instead of manually typing the various 1099-DIV, 1099...

4 comments posted 14yrs

posted by pschuman_no5pam_m3

4 comments posted 14yrs posted by pschuman_no5pam_m3

Payment Method Selection Dilemma - QHB 2011

Here's the trail for recording and paying an American Express (AE) card account. AE is charged when card is used. AE ul...

3 comments posted 14yrs

posted by jaygreg90

3 comments posted 14yrs posted by jaygreg90

Duplicate Transactions When I Update

I'm using Quicken 2012 Premier, R 5 (21.1.5.33). Every morning I do an update, downloading transactions from my bank (B...

20 comments posted 14yrs

posted by kblake

20 comments posted 14yrs posted by kblake