Quicken Personal Finance

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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...
2 comments posted 12yrs
posted by Jeff
2 comments posted 12yrs posted by Jeff

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 - ne...
5 comments posted 12yrs
posted by pschuman_no5pam_m3
5 comments posted 12yrs posted by pschuman_no5pam_m3

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 mess...
2 comments posted 12yrs
posted by Walt
2 comments posted 12yrs posted by Walt

TTax - tax history/summary

I wish that TurboTax had kept their "text" display of your tax history and summary vs the current "graphical" display....
0 comments posted 12yrs
posted by pschuman_no5pam_m3
0 comments posted 12yrs posted by pschuman_no5pam_m3

Downloads

I'm using Quicken 2014 Premier to handle my Credit Union accounts. Usually the recent transactions will be downloaded a...
2 comments posted 12yrs
posted by gordonlr
2 comments posted 12yrs posted by gordonlr

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...
6 comments posted 12yrs
posted by bernie
6 comments posted 12yrs posted by bernie

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 tota...
1 comments posted 12yrs
posted by phillysleuth
1 comments posted 12yrs posted by phillysleuth

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 unti...
8 comments posted 12yrs
posted by pschuman_no5pam_m3
8 comments posted 12yrs posted by pschuman_no5pam_m3

AutoReconcile

Someone mentioned using autoreconcile. I'm interested in hearing what people have to say about reconciling against the...
19 comments posted 12yrs
posted by alek.trishan
19 comments posted 12yrs posted by alek.trishan

Really cannot delete linked IRA Q Transactions?

I have a set of two transactions in my IRA accounts - one a withdrawal one an opposite purchase - linked by account nam...
8 comments posted 12yrs
posted by Andrew
8 comments posted 12yrs posted by Andrew

Problems with Discover??

Anyone else having problems with Discover Bank? Last successful D/L was 5/17. Since then all I got was 301 error on one...
9 comments posted 12yrs
posted by user
9 comments posted 12yrs posted by user

Home and Business

I probably have no interest in upgrading to Quicken Home and Business next year, but I'm curious. What are the differen...
10 comments posted 12yrs
posted by kblake
10 comments posted 12yrs posted by kblake

New Investment Account Setup Confusion

I've been using Q2014 Premier with several bank, loan and investment accoun ts for a number of years. I just tried to a...
3 comments posted 12yrs
posted by dragonflyt10
3 comments posted 12yrs posted by dragonflyt10