Quicken Personal Finance

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Trouble matching downloaded transactions

Quicken 2011. Often I enter multiple checks to deposit on separate lines in the register. The bank records one deposit...
7 comments posted 15yrs
posted by someone
7 comments posted 15yrs posted by someone

Some security prices locked out

A few of my many securities in a few different (Fidelity) accounts now have no prices associated with them. There is a...
4 comments posted 15yrs
posted by mhsherman461
4 comments posted 15yrs posted by mhsherman461

Citi - split issues

Using Q2009 dlx - With the 10:1 reverse split of Citi, I've observed a couple of issues... 1 - my Schwab download insis...
5 comments posted 15yrs
posted by pschuman_no5pam_m3
5 comments posted 15yrs posted by pschuman_no5pam_m3

Scheduled transactions bug

It is a nice feature that by right-clicking on a transaction you can get to the scheduled transactions sheet which is i...
5 comments posted 15yrs
posted by jpolasek
5 comments posted 15yrs posted by jpolasek

Q10 Ctl Find needs check register, baffling

This 2010 version of Quicken is maddening. Take the simple task of finding a check number: I am looking for a check num...
5 comments posted 15yrs
posted by jpolasek
5 comments posted 15yrs posted by jpolasek

Trust Accounting

Is there some way to differentiate income and principal allocations in Quicken; and a way to keep track of different be...
1 comments posted 15yrs
posted by Planning_at_ARForeman_dot_com
1 comments posted 15yrs posted by Planning_at_ARForeman_dot_com

Q2011 Report Question

Is there a way to generate reports for only those transactions that have POS in the Check# column of my checking account...
3 comments posted 15yrs
posted by Please
3 comments posted 15yrs posted by Please

Pie chart for expenses

How can I select what expenses Quicken will use in making up a pie chart. I want to excclude certain large but uncontro...
1 comments posted 15yrs
posted by William.Plummer
1 comments posted 15yrs posted by William.Plummer

Installed Q10, zero transactions shown

I just installed Q10 and the program converted 49,000 items. Now my register shows absolutely no downloaded transaction...
9 comments posted 15yrs
posted by jpolasek
9 comments posted 15yrs posted by jpolasek

How can I keep notes in Quicken?

I am the treasurer for a very small (11 unit) townhouse association in VA. We are self managed and pay our own bills. I...
1 comments posted 15yrs
posted by jan.hertzsch
1 comments posted 15yrs posted by jan.hertzsch

Apr 2011 Online Banking Upgrade

I received a message (Quicken or my Bank?) as I went to update my on line banking last night informing me there might b...
1 comments posted 15yrs
posted by jaygreg90
1 comments posted 15yrs posted by jaygreg90

Q2010 Asset Allocation downloads

Quicken 2010 downloaded asset allocation percentages for some of our mutual funds seem to be way out of sync with those...
3 comments posted 15yrs
posted by dickballard
3 comments posted 15yrs posted by dickballard

Download problem vs Q2005 Q2008

I just loaded Q2008 and used it for a week or so, instead of Q2005, but can't make my first download from Bank of Ameri...
9 comments posted 15yrs
posted by jpolasek
9 comments posted 15yrs posted by jpolasek

copy/paste anomoly

In order to enter a variation on a paycheck, I: 1) copied the last paycheck transaction (Copy transaction) 2) Insert tr...
4 comments posted 15yrs
posted by John
4 comments posted 15yrs posted by John