Latest threads in Quicken Personal Financeshow only best voted threads
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[FYI] - FirstUSA/Chase CC account login changes
Yesterday I was unable to do a Onestep update download of transactions for my FirstUSA/Chase CC. The download returned an error, something about the account Id not being recognized/not found. I don't...
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18 years ago
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Placeholder Entry - Fidelity
Every month I get a placeholder Entry for my Fidelity account in Quicken 2005 deluxe. It is only a few cents and listed as Fidelity Cash. Why do I get this? How can I correct my register to avoid...
6
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18 years ago
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6 | |
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Placeholder Entry Shares-Fidelity Investments
Every month when I download my Fidelity accounts into Quicken 2005 Delux I get a placceholder Entry of a few cents for Fidelity Cash Reserves. Why do I get this? How can I avoid it?
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18 years ago
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Adding a new bank
Q2004 Basic We are in the process of changing banks. Our current bank has direct Connect and it has been a breeze downloading the transactions from within Quicken. We are switching to BoA which does...
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18 years ago
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Mutual Fund Conversion from Class B Shares to Class A Share
I have a mutual fund investment which converts from Class B Shares to Class A Shares 72 months after the investment. The conversion is not considered a taxable event. Selling Class B Shares outright...
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18 years ago
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Wanted: Best Practices for analyzing your Investment performance in Quicken
How can the IRR and Return and ROI be used in conjunction for analysis of portfolio performance over several years in the past (~10 years). Now that I've gotten all of my data into Quicken, I'm...
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18 years ago
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Converting from 2001 to Basic ??
Hi: I am running Quicken 2001 on a Windows 98 system (Pentium 1) and have been running it for years. It works fine. I am now getting a new computer (Pentium 4, Windows XP + SP2). My old Q 2001 was on...
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18 years ago
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2 | |
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Bank of America Update Q2004
I'm getting duplicate check numbers generated by Bank of America after the Bank of America from Fleet update. I show new payments with check numbers starting with 5001, 5002, 5003 etc...these check...
6
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18 years ago
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Tax Planner & ETF Capital Gains
I found the answer to my problem about sales of ETF's not appearing in the Tax Planner. I have that security listed as "tax free" in the Security Details--which it is because the fund is a muni bond...
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18 years ago
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Time to give up?
I had a Quicken Mastercard so I could do direct download into quicken. That card got bought by Traveller's visa. That got bought by Citibank Visa. That got bought by Fleet Financial. Since I couldn't...
5
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18 years ago
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5 | |
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Sears gold mastercard?
Has anyone got this to work with direct download? It is issued by Citibank, but I can't find any combination of settings that work.
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18 years ago
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Changing transactions once filed for VAT
I just realised that I erroneously set up an expense type as VAT Exempt and now want to change the transactions so I can reclaim the VAT. Quicken
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18 years ago
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Quicken Payees are Gone
For some unknown reason, when accessing Quicken to pay bills, the list of payees, addresses, etc. is now empty (On Line Center - Payees). Have no idea where they went or what caused them to be...
1
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18 years ago
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QP2005, Strange Recording of Investment Dividends and Fees
Recently I opened a Roth IRA at Vanguard, which auto-downloads into Quicken. I purchased an index fund (VTSMX). In addition to a $10 custodial fee, Vanguard charges a $2.50 quarterly fee for index...
26
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18 years ago
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26 | |
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How handle "savings" in Q99?
OK Another question similar to my other one. Bear with me I want to start saving $100/month. My paycheck is electronically deposited in my check acct each week If I xfer money weekly from my checking...
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18 years ago
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