Latest threads in Quicken Personal Financeshow only best voted threads
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Q11 Tax sked interest problem
I recently upgraded from Q08 to Q11. I'm having a problem with my tax schedule report. I have some investment accounts that are set as "tax deferred: yes" and are NOT "single mutual fund" accounts in...
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13 years ago
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More Bank of America problems?
Quicken 2011 won't connect to my Bank of America credit card account. There are various messages, but it usually ends up complaining that the login information is incorrect -- which of course it...
11
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13 years ago
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Partial Downloads of Daily Prices
Q2009 Deluxe, but true for earlier versions also. I download prices at the end of the day, or even the next day, using the "One Step Update" command. More often than not, there's only a partial...
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13 years ago
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What happenedd to the cost basis?
During April 2010 I transferred shares of Vanguard's mutual fund VTSAX from Vanguard to Schwab Brokerage. In June 2010, I sold those transferred shares in order to buy income-producing stocks. I...
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13 years ago
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Investing report that includes total shares held by date
I made a different (poorly stated) request yesterday, and received no reply. But my needs are urgent. The essence of what I'm looking for is a report for a security that shows all transactions, sorted...
3
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13 years ago
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CAP Accounts in First Union, Wachovia, & Wells Fargo
I have been using Quicken with First Union, Wachovia, & Wells Fargo CAP Accounts since 1995. Over the years the banks have changed their ways of interacting with Quicken and I thought that it might...
4
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13 years ago
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A ledger for each security?
Is there anything in Quicken that would allow me to create a ledger for each security I own? This ought to include all transactions for each selected security in date order, and columns for Date...
8
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13 years ago
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How can I reset "next" check numbers?
We have renumbered our checks to satisfy a different issue and would like to click "next check number" and have it automatically populate the new number sequence. is there a way of resetting this...
3
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13 years ago
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Cost Basis Per Share
In Q10 is there any way to get a report that shows the number of shares and cost basis per share for each lot of a stock?
25
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13 years ago
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25 | |
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Upgrade?
I'm running QD 2008, hate the budget setup. Any chance they've gone back to the spreadsheet style? Ralph
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13 years ago
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windows phone
Hello Does anyone know of a utility or app that will interface quicken with a windows mobile phone. (hd7), Thanks Stephen
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13 years ago
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TurboTax State Download?
I've installed TurboTax on SWMBO's PC, an old HP which has been upgraded to a fairly fast MB/Processor combo but still suffers from a dialup modem and a free Juno account. Any online is impossible*....
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13 years ago
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Participant Maintenance Fee
My Fidelity 403B account now records a Participant Maintenance Fee for each Mutual Fund. This Fee is collected by selling a fractional share. When I download this to Quicken (2011D) it enters it as a...
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13 years ago
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Difference between Broker value and Quicken Value
There is a 5% difference between the portfolio value my broker gives me at end of day and what Quicken gives me. What is causing the difference? Thanks
1
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13 years ago
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QP2011R8: Track Spending Goals Issue
On the Home|My Money tab, "Track Spending Goals" no longer saves its configuration from month to month. Each month I have to choose my categories and reset the dollar amounts. IIRC, this started with...
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13 years ago
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