For questions related to the Quicken personal finance software. As this is a personal finance site, questions about usage of the software are preferred over technology-related questions.

learn more… | top users | synonyms

0
votes
1answer
26 views

How can I make the accepting of transactions more efficient in Quicken 2015?

Every weekend it seems I have to sit down and look at my finances in Quicken 2015, and it takes forever to accept all of the transactions. One-by-one, I sit and click each of the transactions ...
0
votes
1answer
11 views

How do I clean up my Memorized Payees in Quicken 2015?

My Payees in Quicken are a mess. It seems like every transaction for the past 10 years has gotten an entry in there. So how do I clean it up? I can't delete them one at a time.
1
vote
0answers
12 views

Quicken Direct Connect Script/Logic/Add-On Support

Does Quicken support user scripts, logic, or add-ons? I want to do some programmatic intrabank transfers (which requires the Direct Connect method) but if Quicken supports these kinds of functions ...
1
vote
1answer
31 views

Are there services/software other than Quicken that can directly make bank account transfers?

I've been looking, but the only thing banks support enough to actually allow the movement of funds seems to be quicken. Are there any alternatives that allow similar levels of control?
-1
votes
1answer
62 views

Can you actually print envelopes in Quicken 2014 Deluxe Release R 7 (23.1.7.6) on Windows 7 64-bit? [closed]

I went to print off an envelope today in Quicken 2014 Deluxe Release R 7 (23.1.7.6) and it only printed my return address; it doesn't print the selected payee. I've read on the Intuit community ...
0
votes
1answer
64 views

How do I check my opening balance in Quicken 2014?

My Quicken account is way out of balance, and I think this all started a couple of years ago when my old bank decided it would be fun to delete the payee names on all of my old transactions on a sync, ...
0
votes
0answers
27 views

How to find the difference in account balance for two given dates using Quicken 2012?

Is there a way to create a report for finding difference (percent and dollar value) in account balances for two given dates in Quicken 2012 Home and Business? Here is an example of what I am trying ...
1
vote
0answers
372 views

Track Lending Club with Quicken

I'm just starting with tracking Lending Club investments in Quicken and I am looking for some feedback on the approach that I want to take. I would prefer to hear the problem now rather later when I ...
1
vote
1answer
252 views

Quicken “EFT” vs “TXFR”

In most of my Quicken account ledgers, I notice that I can categorize transactions by specifying "Next check number", "ATM", "Deposit", etc: What is the difference between an "EFT" and a "TXFR" ...
5
votes
2answers
394 views

Can I make a graph of savings in Quicken?

I've used the "Reports and Graphs" section of Quicken in a very basic capacity to see where my money has been going -- "Income / Expenses" and "Spending by Category" mostly -- and I've been trying to ...
3
votes
1answer
213 views

What category should I specify for gross salary in Quicken?

I'm using Quicken 2013 and I'm trying to split my "Gross Salary" (specified as Pay Rate on my pay stub) from my "Deductions" specified as (Current Deductions on my pay stub) using the line items on my ...
1
vote
1answer
266 views

Starting over with quicken

My quicken accounts have gotten broken somehow. I now have two bank accounts for the same real account. One I can pay bills out of (ie the account that 'send online payment' works from and has all my ...
1
vote
1answer
216 views

Track uninvoiced (pre-invoiced?) expected income in Quicken

If I get a freelance assignment, at the point of the assignment I expect the income for the work to eventually be received. But there is no invoice yet so I don't think of it as a receivable. What is ...
6
votes
2answers
1k views

How do I track 401k rollovers in Quicken?

I recently rolled over an old 401k to an existing Rollover IRA I have. I'm not sure how to enter this into Quicken though. I tried a few ways with the following results: Sell the stock in the 401k ...
4
votes
1answer
1k views

How should I represent a Whole Life insurance policy in Quicken?

I have a Whole Life insurance policy (actually Northwestern's Adjustable Combination Life) and I track my finances through Quicken 2011. What is the best way to set up an account to track payments ...
4
votes
1answer
448 views

How do I track investment performance in Quicken across rollovers?

I use Quicken to track investments. I'd like to track performance. Here is a situation that feels wrong: I buy stock S for $10/share. I hold for 5 years. I sell S at $20/share and buy S2 for ...
2
votes
1answer
1k views

What kind of Quicken account should I use to track an adjustable complife policy?

I have an Adjustable CompLife policy that I want to track in Quicken. What kind of Quicken account should I use?
3
votes
2answers
2k views

How do I close an account in Quicken?

I'm using Quicken 2009 and I have a Roth IRA account that I transferred to a new bank. What is the best way to "close" this account? If I delete the account, it won't show up in my historical net ...
5
votes
4answers
5k views

Tracking Gold and Silver (or any other commodity investment) in Quicken 2010?

I am an avid Quicken user, and I have pretty much every account, investment, liability, and asset tracked in it. I recently started purchasing gold and silver as an alternative, "backup" investment, ...
14
votes
4answers
2k views

Possible replacement for Quicken

I have been using quicken to track my financial life for about 10 years now and am generally happy with it. A couple of years back Intuit changed the ability to download stock quotes for 2 years ...
2
votes
2answers
209 views

Tutorials for “catching up” with expense tracking, ideally in Quicken?

I've been procrastinating with organizing my finances, but I have most of my receipts from this year. Are there any tutorials out there that are geared for people who are a little behind with ...
1
vote
1answer
154 views

When are new versions of Quicken released? Should I wait a certain period of time before upgrading?

I'm running Quicken 2009. Quicken 2010 is currently available. When does Quicken 2011 typically come out? Do you all upgrade right away? Or do you wait until a couple of minor upgrades are ...
15
votes
4answers
8k views

What headaches will I have switching from Quicken to GnuCash?

I'm interested in switching to an open source checkbook program. I currently use Quicken and I'm interested in switching to GnuCash but I have usability concerns. Does GnuCash have all the features ...
4
votes
2answers
2k views

Quicken 2008 Online Balance vs. Ending Balance?

I'm using Quicken 2008, I'm pondering upgrading to the 2010 edition, but...I'm having some problems; the online balance says I have like 3,000 some dollars and my Ending Balance says that I have like ...