Latest threads in Quicken Personal Financeshow only best voted threads

Subject Author Posted Replies
 
Bank of America and Quicken
I currently enjoy free access to my Wells Fargo accounts (Checking, Savings, Visa card) from Quicken via One Step Update, I am being pressured to switch to Bank Of America. How well does BoA play with...
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7
 
Bank Name Change
My Credit Union Bank has recently changed its name and I cannot get my Quicken 2016 Premier to let me change the bank's name to the new one. It will still download the transactions and all seems to be...
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10
 
Auto recategorize past transactions?
So I have a number of transcations in the past I want to recategorize - based on the name or some other method? For example, I have payments (debit card) made to Safeway. I want to categorize it as...
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5
 
Can't get the invoice to copy ;(
Have Quicken 2010 for Home and Business (yes I know it is old). I need to duplicate invoices...but when I click "Copy Transactions", then open a new invoice and click "Paste Transations", it won't...
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5
 
Use of Quicken With Financial Institutions
I received the following email from State Farm Bank. I am not using Mint but am using Quicken to download transactions. It is not clear to me from the email whether it applies only to Mint users or to...
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2
 
Quicken alternative Moneyspire
Hi everyone, I just wanted to point out there is a pretty good Quicken alternative for M ac and Windows called Moneyspire. Lots of Quicken users have been switching over to Moneyspire because they...
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15
 
Refi
Does Q have a built in "wizard" to help with a refi of my home loan? I've done it manually before but it was complicated. Any tips before I jump in?
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6
 
Quicken VS Elan Financial
I have an Elan Visa card. I am unable to download transactions with Quicken 16. I have to go to Elan website and then download transactions, which are then imported into Quicken. Is there a workaround...
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11
 
2013 Quicken update to 2016 nag
How do I disable this 2016 update nag in version 2013. Have tried all suggestions on this subject with no results.
 
Download Quotes Problem
I understand that Quicken tech support is aware of a problem that it takes some people 15 minutes to download quotes. I started having this problem about 3 days ago. Using Quicken 2016 Premier with...
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Slow OSU to Quicken Cloud
Is anyone else seeing slow response fron Quicken Cloud & Quicken Investment Services when running a One Step Update? For the past 2 days when I run OSU it sits "Waiting" on those two servers....
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Reconcile shares
[Qkn Dlx 2016 R8 on Vista Ultimate SP2] Have one investment acct to which a (NON-municipal) UIT was added. Qkn has a "Municipal-UIT" security type. This particular investment I have as "Other" type....
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1
 
OSU Price Day Change
When I do an one stop update for my portfolio, which has six different acco unts in it, the column for Price Day Change remains empty for four differen t stocks in two accounts. These stocks were all...
 
Problem with downloading Citi Costco Visa transactions
Using Quicken 2016 Premier, with latest release. Have recently started usi ng a Citi Costco Visa credit card. When I download transactions, a transac tion has an incorrect vendor name (uses the same...
 
Update Fails for Banana Republic CC
If I use OSU for Banana Republic, I get CC-891 starting on 3:00am today. Am able to login okay using the same userid and password stored in the vault. Any known issues with Banana or should I just go...