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Matching up downloaded transaction
Quicken H&B 2006 (Yeah I know I need to update. Perhaps after Xmas...) I have a transfer, a Sep-IRA coming off my paycheck, to an investment account for, let's say $X. I see a "ContribX" coming into my Sep-IRA account for $X on 12/1/2008. This investment account, with Wells Fargo, is an online account. So tran... 10 Dec 2008 01:55
401K Account Incorrectly Displays SoldX
Normal Operation: Coming out of my paycheck, twice monthly, is my 401K investment. I enter my entire gross amount going into my checking account automatically that contains split transactions. This split contains each category that is taken out of my check. Example split transaction is the amount that goes to m... 28 Nov 2008 15:48
Not Sure Biz category
Hi Using 2008 home & business - setting up a new file and I want to delete categories that I don't use - and have done all but one. "Not Sure Biz" won't delete. Just get a message saying it can't be deleted. Is this intentional or is there a problem I'm not aware of Thanks ... 20 Nov 2008 14:13
Deleting an Account in a file
We have multiple accounts in a Quicken File (Checking , savings, IRAs etc.) Almost all of them are linked to their various financial institutions and info is downloaded when I log on. This has worked quite well. I am having a problem with one of the accounts. This particular account (an IRA) has a lot of missi... 8 Oct 2008 09:51
downloading and matching
Hi Everyone, New to quicken and have a question or two. I have the 2009 Premier product. My bank support the express web connect download process, but the only way I can download my transactions is by clicking the update now choice in the menu items at the top of an account register - if I click the one step upd... 21 Sep 2008 06:43
Manually Matching - open transactions left over?
Hey gang, I download my financial data, for my checking account, directly from my bank's website, into Quicken Deluxe 08. When I have to manually match a transaction, I choose that, and it opens a little window, for me to find the transaction I am manually matching, and I select it. For the most part, most tr... 25 Sep 2008 05:48
New Quicken Quotes Server
I am running Vista, and my INI file looks like: [Quicken] Version=18,Quicken 2009 Platform=Win32 UsedOnlyForQuickPayroll=1 ExePath=C:\Program Files\Quicken\QW.EXE [autopatch] PatchFatalError=0 testpatch=1 and it is located in the c:\windows folder. Oilcan -----Original Message----- From: John Pollard ... 18 Sep 2008 02:05
Quicken 2009 Downloaded Transactions
Converted to Q2009 this week. 1) Downloaded transactions from checking acc. this am, transactions that I used Quicken Bill pay for, showed up as new transactions. With Q2008 they showed up as matched transactions. 2) The: To Do pane. (new feature?) lists reminders, then as you complete them, they are lined out... 19 Sep 2008 17:03
Continuing Errors with NFCU
Hoping you might be able to help. Currently trying to use Quicken 2008 Deluxe with accounts at Navy Federal Credit Union. More than half the time, when trying to download data, quicken reports a problem on their server and they are notified to resolve it. I read somewhere here about deactivating then reactiv... 25 Aug 2008 20:38
"Don't offer to rename my payees again"
Using Quicken 2007 Home & Business I prefer not to have my payees renamed. Quicken constantly pops up a dialog asking me to rename my payees and offers a rename rule. It has a check box labeled, "Don't offer to rename my payees again". There are 2 other buttons ("Apply Settings", and "Cancel"). If I click "C... 8 Aug 2008 14:04
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