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Questions tagged [quicken]

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.

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Quicken Best Practices for properly documenting my mortgage in Quicken when the lenders keep passing my mortage around?

My Mortgage keeps getting passed around between lenders and this was fine the first 3 times it happened in 4 years; but the fourth time, they shifted me to a lender that doesn't support Quicken, and ...
leeand00's user avatar
  • 1,110
-3 votes
2 answers
150 views

Is the "Sum of the Squares" equation used to reconcile bank accounts?

One thing I always found to be a pain when using Quicken is to be able to figure out what checks/transactions have / haven't been reconciled yet. It always makes my balance look like it's off. Do ...
leeand00's user avatar
  • 1,110
2 votes
0 answers
209 views

How do I figure out how much of a given stock I have in my portfolio of mutual funds and ETFs?

If I own mutual funds or ETFs at some level of investment, which in turn own individual stocks, what is the easiest way to tell how much of each individual stock I own? I use Quicken, so it would be ...
dfrankow's user avatar
  • 637
1 vote
1 answer
2k views

Help reconciling credit card with Amazon

I use Amazon a lot for business purposes, and so have a pretty large number of orders. However, matching credit card transactions against this is a nightmare. I guess amazon charges your card when ...
Fraser Orr's user avatar
2 votes
0 answers
28 views

Get a list of unreconciled accounts in Quicken

I have several accounts within Quicken. I like to reconcile them when statements become available, but I find that I miss doing so from time to time. Is it possible to get a list of accounts that ...
stufuller's user avatar
1 vote
0 answers
58 views

Quicken: Add "estimated tax" expense for unrealized gains?

Quicken can show in its reports the "unrealized gains" income for investment accounts. Is there any way to show an estimated "unrealized tax" expense? For example, if I had $120,000 in _UnrlzdGain ...
Brian White's user avatar
2 votes
1 answer
736 views

GnuCash Conversion from Quicken

I successfully downloaded GnuCash and linked it with my Quicken data files. But now all my account information is scrambled--bank balances up or down by an order of magnitude, securities sold long ...
Rclaeys's user avatar
  • 21
2 votes
0 answers
265 views

Q2017: How do I set a scheduled transaction group to "auto" enter?

I have a Quicken file that was started in 2007 and I recently updated to Quicken 2017. I have four "transaction groups", three of which show a status of "Auto" and automatically enter into their ...
Brian White's user avatar
4 votes
2 answers
1k views

GnuCash recreating Quicken report

I am a quicken user hoping to transfer to GnuCash. I like GnuCash a lot, but am having trouble with creating some specific reports that (IMO) are easy to create in Quicken. Specifically, I have ...
pholck's user avatar
  • 53
1 vote
2 answers
208 views

Getting data out of Quicken in a text format

How can I get my financial data out of Quicken in a text format. I want to have a way to keep and access my data even if Quicken stops working.
Volga89's user avatar
  • 131
4 votes
1 answer
430 views

Import .n43 file to Quicken? [closed]

One of my banks is Spanish, and allows downloading activity in the .n43 format (aka "Norma 43") which is some kind of Spanish version of OFX/QFX. Any way (on a Mac) that I can convert this to an OFX ...
d0g's user avatar
  • 191
0 votes
1 answer
213 views

How do I clean up categories and tags for transactions in Quicken?

After a few weekends of trying to get all of my transactions categorized and tagged, sometimes doing it in a rush, I'm left with a bunch of categories with duplicate meanings, and similarly redundant ...
leeand00's user avatar
  • 1,110
0 votes
1 answer
33 views

Show holdings as of a certain date in quicken on mac?

I have Quicken 2015 for OS X. I wish to see what the account holdings were as of a date two years ago (to reconcile old statements). On the windows version of Quicken, in the investment view, there ...
dfrankow's user avatar
  • 637
1 vote
0 answers
474 views

Can I use Quicken asset class information to rebalance my portfolio?

Common wisdom is that a good low-effort investment strategy is to choose an asset allocation, then rebalance your portfolio to stick to it. I've been using Quicken Deluxe for this. Obviously it's ...
dfrankow's user avatar
  • 637
3 votes
1 answer
4k views

How to improve Gnucash QIF import matchings by adding account to each transaction

I'm trying to suppress the longest part of my QIF import process which is manual matching of each transaction to each account. I have the bayesian matching activated but it performs poorly, matching ...
kraymer's user avatar
  • 161
1 vote
2 answers
240 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 ...
leeand00's user avatar
  • 1,110
2 votes
1 answer
4k 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.
leeand00's user avatar
  • 1,110
1 vote
0 answers
160 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 ...
GarageShopIt's user avatar
1 vote
1 answer
73 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?
GarageShopIt's user avatar
-1 votes
1 answer
354 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 ...
leeand00's user avatar
  • 1,110
0 votes
1 answer
248 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, ...
leeand00's user avatar
  • 1,110
1 vote
0 answers
2k 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 ...
Mike S's user avatar
  • 11
1 vote
1 answer
6k 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" ...
Jeromy French's user avatar
5 votes
2 answers
1k 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 ...
Tim's user avatar
  • 61
3 votes
1 answer
1k 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 ...
leeand00's user avatar
  • 1,110
1 vote
1 answer
1k 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 ...
Duncan's user avatar
  • 113
9 votes
1 answer
288 views

Is the ESPP discount profit?

My employer offers an ESPP program through which we can buy stocks with some discount. Assume the discount is D and the market price in the day when the stock is purchased is P. The stock is purchased ...
Victor Hurdugaci's user avatar
2 votes
1 answer
354 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 ...
Shannon Wagner's user avatar
7 votes
2 answers
2k 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 ...
zippy's user avatar
  • 407
4 votes
1 answer
4k 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 ...
Bryan Anderson's user avatar
2 votes
2 answers
2k views

Should I use Mint.com? Is it secure / trusted? [duplicate]

Possible Duplicate: Online money management applications: Do you trust Mint.com or Quicken Online, or other personal finance tools online? Just wondering, because it seems that if they have ...
trusktr's user avatar
  • 149
5 votes
1 answer
570 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 $20/...
dfrankow's user avatar
  • 637
2 votes
1 answer
3k 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?
BenV's user avatar
  • 123
3 votes
2 answers
4k 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 ...
Alex B's user avatar
  • 17.4k
8 votes
4 answers
8k 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, ...
jrista's user avatar
  • 626
16 votes
4 answers
3k 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 ...
mpenrow's user avatar
  • 3,527
2 votes
2 answers
450 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 ...
mbhunter's user avatar
  • 24.7k
1 vote
1 answer
173 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 ...
Alex B's user avatar
  • 17.4k
22 votes
4 answers
22k 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 ...
Alex B's user avatar
  • 17.4k
5 votes
2 answers
4k 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 ...
leeand00's user avatar
  • 1,110
22 votes
9 answers
6k views

Online money management applications: Do you trust Mint.com or Quicken Online, or other personal finance tools online?

For online applications such as Mint and Quicken (online), to automatically update your accounts, they'll always ask you to enter your login info to your banking and/or investment accounts. Do you ...
interneter's user avatar