Latest threads in Quicken Personal Financeshow only best voted threads
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Non-taxable Mutual Fund Merger in Quicken
In Quicken, how do I represent the merger of two mutual funds where shares of an existing fund are exchanged for shares of a new fund at a rate of .64126002 new shares for each old share such that...
7
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18 years ago
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7 | |
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Information on return
We use QW 2003 deluxe, and I can not determine what is wrong. When I pull up the YTD or 1 yr. return the information I do not believe is corrrect. Is there a means of checking this data. On most...
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18 years ago
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New Bank & Finance Software Just Released
Special Software for the Finance Industry ( Erase history before and after aFinance / Bank, Transaction )Always use this software before and after or viewing a Finance / Bank,Transaction. Protect...
2
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18 years ago
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2 | |
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Stupid question #1 FICA, Medicare, SDI
Hi all, Here's my first stupid question.... In setting up my paycheck Quicken lists FICA, Medicare and SDI as seperate items. However my stub only lists "FICA Medicare" and "FICA OASDI". So how do I...
4
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18 years ago
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4 | |
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How to Handle Mutual Fund that has been Merged into another Mutual Fund
I have a mutual fund for 10 years, with many share lots. It has just been merged into another mutual fund, and with a different unit price. (Therefore now different number of shares.) How do I handle...
2
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18 years ago
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2 | |
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Update Bank
Hello, does anybody know, how long it takes to get the current ballance from a bank. My case, if i check online, it shows me how much i have availabel, but not all transactions are postet. Sometime...
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18 years ago
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Did I break my QFX file association?
I ran Q2000 for several years, and finally switched to Q03 last year. I had left Q2000 on my (Win 98) system till last weekend, when I uninstalled it in a spring-cleaning fit. Now, I'm finding several...
12
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18 years ago
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12 | |
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Manually matching transactions from download
When manually matching transactions from a download for my checking account, the list of potential matching transactions includes about 10 transactions that are already reconciled. I have tried...
29
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18 years ago
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29 | |
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Categorizing downloaded transactions
In Q2003 H&B I have one credit card account for which I download monthly transactions. How can I get Quicken to do a better job of categorizing them? As it is now, it apparently picks a category at...
2
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18 years ago
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2 | |
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How do I record/track a capital improvement for one of my five personal rental properties?
I've got Quicken 2005 H&B on XP tracking my five personal rental properties and they're loans, however I want it to track capital improvement projects like a new cement driveway, replacement copper...
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18 years ago
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Backing up Quicken data files
I am using Quicken 2005. What do you guys suggest as the best backup medium for my quicken file? It appears that the Mac OSX version cannot backup too multiple floppies like the PC version can, and...
5
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18 years ago
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5 | |
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Bank Booster disables web connect
I tried to enable bank booster on my CIBC accounts and after Quicken XG checked the financial institution, it returned with the error that CIBC did not support bank booster. However, Quicken now does...
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18 years ago
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How to Categorize IRA Annual Fee?
I just opened a Roth IRA and have a $10 fee for the first year. Any recommendations on how to categorize the fee? Thx! Margaret
2
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18 years ago
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2 | |
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e*trade downloads not reconciling
I have had e*trade and when I synchronize with e*trade, it brings down transaction types that don't make sense; this has caused me trouble for a long time. I just stumbled onto this newsgroup I don't...
1
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18 years ago
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Statements no longer balanced.
Hi all, I am running Q2003 on Apple OS X 10.3.9. Once again, when trying to balance my check book, Quicken tells me that my previous statements no longer balance. Twice over the last 10 years I have...
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18 years ago
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