Latest threads in Quicken Personal Financeshow only best voted threads

Subject Author Posted Replies
 
This is to announce to the General public about a genuine lender online that helped me
Attention Please, This is to announce to the General public about a genuine lender online that helped me when i was in financial difficulties. I am Mrs Giselle Dawn living in Virginia, Manassas, USA....
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download probs - Chase - 8/8/14
hmmm - today, Friday - Aug 8 my usual download from Chase failed -
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Downloading troubles with Bank of America
I have started having trouble downloading from Bank of America. I have 2 accounts in Quicken 2013, one called rent95, which I have used for years and was able to update into. Lately for some reason I...
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Cannot setup Home Equity Line Account
We just renegotiated our home equity line account with BB&T. I am unable to create a new account in Quicken 13 Deluxe. It shows it on the web page. We have 3 other accounts in BB&T that are fine in...
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Adjusting for errors in money mkt acct after closing it out
I've closed out my Fidelity account, getting a check for the cash which was in a linked Money Market account . Somewhere across the years I introduce d some errors into it and Quicken says I have...
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Exclude an account from net worth
Quicken Deluxe 2014 How do I exclude an investment account from the net worth total on the main screen? How do I exclude an asset from the net worth total on the main screen? Jeff
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Super Validate keystrokes for Win7 Parallels8 VM running under OSX 10.8?
Q2014 HB Mac OSX 10.8 Parallels 8 Win 7 Pro I've got a remote controlled Mac (OSX 10.8), running Parallels8 + Win7 + Q2 014 HB. A file on the remote Mac exhibited symptoms that, in all of my...
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Spinoff - how to handle
I've forgotten - how do we handle a company spinoff to retain some version of Cost Basis for each of the companies - new & old ? I'm guessing the downloaded transaction is merely going to want to "Add...
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Error 701 in Quicken 8 (DOS Version)
While entering check data in register, payee field locked up and wouldn't enable any further entry. Instead window message popped up: "Error 701 Call Quick Technical Support". Exited program and did a...
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TTax - tax history/summary
I wish that TurboTax had kept their "text" display of your tax history and summary vs the current "graphical" display. Yes, you can see the trend and how things stack up, but sometimes the pure text...
 
Downloads
I'm using Quicken 2014 Premier to handle my Credit Union accounts. Usually the recent transactions will be downloaded and updated when I select the "Update Accounts" circular arrow at the top left of...
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Is ther eany way to"unaccept" a transaction?
I have a transaction that needed to be manually matched. But through a finger slip, it got "accepted". Is there any way to un-accept it so that I can match it properly? Thanks! /bernie
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Q2014- old category popping into my P& L report
I run my personal financial life similar to a business, in that I produce a P&L report (whenever I want to see the totals). I have it set up to compa re last year and this year for the current time...
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Apple split - interesting...
I have Apple stock via my Schwab account. Friday - 6/6/14 was the 7-1 split day, but don't think it gets reflected until Monday 6/9/14 I looked "directly" at my Schwab holdings via the web, and as of...
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Any danger in voiding a bunch of old uncashed checks (to future reconciles)
Using Quicken 2006 just to keep checkbook for our Synagogue. No online services. I have more than a dozen checks going back as much as 2 1/2 years. If, after reconciling the May statement, I now go...
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