Quicken Personal Finance

Another One Step Update Error - TD Ameritrade (Schwab)

This error undoubtedly results from yesterday's TD-Ameritrade-Schwab merger. I thought I had properly done whatever I n...

36 comments posted 2yrs

posted by Ken

36 comments posted 2yrs posted by Ken

One Step Update Bank of America

This just started this morning. When I do a One Step Update, I get a Bank of America error: CC-800 It appears one or mo...

2 comments posted 2yrs

posted by Ken

2 comments posted 2yrs posted by Ken

Vennmo, Quicken cc-503

Using Q on Win 11, R51.12. Starting on Tuesday or so, Venmo unable to d/l transactions via OSU. CC-503 when I tried thi...

9 comments posted 2yrs

posted by andrew

9 comments posted 2yrs posted by andrew

Community Discussion: Reports with time intervals and date ranges

Community Discussion: Reports with time intervals and date ranges Found at: https://tinyurl.com/yv9d9rsn

0 comments posted 2yrs

posted by 8plus7isf

0 comments posted 2yrs posted by 8plus7isf

Quicken Direct Connect; Fifth Third Bank ??

I'm moving and looking for a new bank. Does anyone have any comments about the reliability of using Quicken with Fifth T...

1 comments posted 2yrs

posted by john.xsmith

1 comments posted 2yrs posted by john.xsmith

Vanguard web connect removed option to download 4 funds in one account into single mutual funds in singular accounts

From the Vanguard website I used to be able to download mutual funds into separate accounts in quicken. For example. I...

4 comments posted 2yrs

posted by Kurt

4 comments posted 2yrs posted by Kurt

Community Discussion: Investment account - Incorrect number of shares in Available to Sell column

Community Discussion: Investment account - Incorrect number of shares in Available to Sell column Found at: https://tin...

0 comments posted 2yrs

posted by 8plus7isf

0 comments posted 2yrs posted by 8plus7isf

Ideas for a 'template' usage?

So I don't think Q has a template facility. I have in one of my NPO club accounts the need to make a deposit monthly th...

9 comments posted 2yrs

posted by andrew

9 comments posted 2yrs posted by andrew

Community Discussion: Linking Home with Existing Mortgage as Asset for HELOC

Community Discussion: Linking Home with Existing Mortgage as Asset for HELOC Found at: https://tinyurl.com/yvb6be4x It'...

0 comments posted 3yrs

posted by 8plus7isf

0 comments posted 3yrs posted by 8plus7isf

Community Discussion: R50.16 - Missing "Asset" accounts display in left sidebar Accounts List

Community Discussion: R50.16 - Missing "Asset" accounts display in left sidebar Accounts List Found at: https://tinyurl...

0 comments posted 3yrs

posted by 8plus7isf

0 comments posted 3yrs posted by 8plus7isf

List of banks that support Bank Bill Pay in Quicken

Found at: https://tinyurl.com/5n6dy9f6 As of this posting, that list was most recently updated on May 16, 2023. I suspe...

2 comments posted 3yrs

posted by 8plus7isf

2 comments posted 3yrs posted by 8plus7isf

Community Discussion: Nationstar Mortgage account - cannot get online? No Online Services tab?

Community Discussion: Nationstar Mortgage account - cannot get online? No Online Services tab? Found at: https://tinyur...

0 comments posted 3yrs

posted by 8plus7isf

0 comments posted 3yrs posted by 8plus7isf

Quick Assist

For those who may be interested and don't already know about this (I just discovered it): the Quicken Support web site...

0 comments posted 3yrs

posted by 8plus7isf

0 comments posted 3yrs posted by 8plus7isf

Community Discussion: Phantom memorized payees

Community Discussion: Phantom memorized payees Found at: https://tinyurl.com/u7vhbzjr The original poster is finding Me...

1 comments posted 3yrs

posted by 8plus7isf

1 comments posted 3yrs posted by 8plus7isf

Community Discussion: FAQ: Quicken Windows - red flag but no transactions to review

Community Discussion: FAQ: Quicken Windows - red flag but no transactions to review Found at: https://tinyurl.com/4a8xt...

2 comments posted 3yrs

posted by 8plus7isf

2 comments posted 3yrs posted by 8plus7isf