Topics in Quicken 1970-01-01T00:00:00Z 163937 147834 966 14861 0 929 7629462 projected balance wrong 2018 2018-01-19T23:12:33Z 2017-11-11T11:11:45Z michael rapa michael_rapa Using Quicken 2018 My Pr<img src="" title="Image:" />ojected Balance is wrong problem using_planning_tools using_planning_tools, a_2018_release_of_quicken_for_windows active 7 11 5 comment 7333959 Add Ability to Include or Exclude Accounts on Budgets in Quicken for Mac 2018-01-19T23:04:41Z 2016-10-14T18:29:04Z smayer97 (QM2007, CDN user since '92) smayer97 Please add the ability to choose whether to include or exclude accounts in budgets, like in other versions of Quicken.<br /><br />At the moment, all accounts are included in budgets.&nbsp;<br /><br />(If you find this feature helpful, please be sure to click "VOTE" above to increase the count of this post and therefore its visibility to other users and to the developers.)<br /><br /><b>If you do not click VOTE at the top of each one, your vote will NOT be counted!</b><br /><br />Click "Follow" at the top if you want to receive notifications of any replies to this thread. idea a_quicken_for_mac_2016 a_quicken_for_mac_2016, all_other_questions_other, a_quicken_for_mac_2017 35 40 161 comment 7671451 Tag gone from reports 2018-01-19T22:57:29Z 2018-01-19T22:57:29Z Karen the7luebkes "Tag" column information is no longer available in Banking Transaction report.&nbsp; This is a total bummer as I use Tags as a secondary Category for sorting my reports.&nbsp; Ugh. problem 0 1 1 create 7668743 I have the some problem with Quicken Premier 2017. 2018-01-19T22:55:53Z 2018-01-16T02:04:21Z Joe jett07002 I have the some problem with Quicken Premier 2017 for Windows.&nbsp; The program takes forever to come up.&nbsp; Then, in the middle of the first entry it freezes for a good minute or so.&nbsp; Never did that before.&nbsp; Why would I want to upgrade to 2018 already?&nbsp; If I must upgrade every year I am kinds thinking I've got the wrong program. problem active 8 5 1 comment 7671372 can't find the actual program to enter data for budget. endless instruction pages quicken for Mac 2017 2018-01-19T22:52:22Z 2018-01-19T20:19:54Z Jo Ann Hartley Wiblin jo_ann_hartley_wiblin quicken for Mac 2018 problem active 2 5 1 comment 7671436 toolbar report does not display 2018-01-19T22:46:09Z 2018-01-19T22:17:26Z GA Hiker ga_hiker Installed Quicken Premier 2018 this week, replacing 2015 version. Report that was previously on Toolbar is still there and works but reports that I just added to Toolbar do not work. The reports display on the Toolbar but when I click on them nothing happens. They work from the reports box. problem 1 2 1 comment 7669379 Strategy for Keeping Quicken 2017 2018-01-19T22:45:45Z 2018-01-17T00:10:38Z Debtectomy debtectomy Greetings!<br /><br />I despise subscriptions because I think they are budget busters.&nbsp; No, not the $41 Home Security monitoring fee.&nbsp; It's that fee combined with any Adobe software subscriptions, combined with my health club fee, the fee for my stock charting service, the fee for my newspaper (some still get the paper), car insurance, house insurance, Amazon's book club thingie, my termite guy, home insurance, car insurance, and my home security system's monitoring fee, my Prime membership, and many more.<br /><br />I believe subscriptions are too easy and painless to enter into and hide their true cost, which makes it difficult for people to get out of debt and stay out of it.&nbsp; And in nearly every case, I've found Software subscriptions or the next tier, "Software as a Service" (SaaS) memberships to be a distinct disadvantage to the consumer, especially over the course of a few years.<br /><br />So as to "stop the madness" a little bit, I am planning to keep Quicken 2017 Home and Business (for Windows) at least through this year.&nbsp; Can anybody tell me if that version is working okay these days?&nbsp; I'm mostly interested in tracking my investments, debt reduction plan, and downloading from my financial institutions, but I don't run a business at the moment.<br /><br />Thoughts, considerations? question active 43 18 3 comment 7671446 Reconcile 'R' transactions beyond end date for ETrade Cash Account 2018-01-19T22:42:34Z 2018-01-19T22:42:34Z dfatq dfati I reported this back in the older versions too, in 2018 version still happens.&nbsp; Reconcile Etrade Cash account today, end date 12/31/2017.&nbsp;&nbsp; There are already downloaded transactions for Jan in the register.&nbsp;&nbsp; So you do the Reconcile and only shows the items through 12/31, ensure all checked (they may have been by default), then click ok and has to do an adjusting entry because balance is off, the amount it is off are the items for Jan.&nbsp;&nbsp; When done and you look in the register the Jan items all have 'R' but never in the list and no way for me to uncheck them.&nbsp; This started in the 2017 version I think. problem 0 1 1 create 7671272 I have an unused investment account that I would like to close in Quicken Premier 2018. 2018-01-19T22:26:01Z 2018-01-19T17:53:33Z christen.bonacci christenbonacci &nbsp;When I go to Edit Account Details/DisplayOptions/Close Account, I get a message that says&nbsp; "This account has security balances, please clear the securities before you close the account."<br />The securities value of the account is 0, the attached cash account balance is 0.&nbsp; The account has many transactions over a number of years, but I cannot pinpoint any specific transaction that would lead to a current balance.&nbsp; question active 7 4 1 comment 7670699 Dactive and reactivate CitiCard account downloads too many transactions 2018-01-19T22:23:14Z 2018-01-18T20:50:32Z John Flynn john_flynn_nhonr2hc9zjh <p><br /></p><p>Quicken premier 2018 R4.10. Windows10 Creator. In response to the error "EWC-DC Missmatch" returned for a downlooad of a Citi Master Card Account, Quicken's recommended fix is to Deactive and then Reactivate the account. Fine and dandy, except for the fact that doing this produces a download of all the account data going back to the beginning of time, rather than downloading just the transactioms since the last download. This, of course, makes a horrible mess in the Quicken register which needs to be tediously cleaned up. Is there no way to set parameters of somekind to limit the range of transactions downloaded? Or, does Quicken provide another, more efficient way to do the download?</p> question active 4 4 1 comment 7671428 Manually Downloaded Brokerage Transaction are never removed from Last Downloaded Filter 2018-01-19T22:23:00Z 2018-01-19T22:05:45Z Anthony Polakos anthonypolakos For whatever reason, I have never been able to attach my Wells Fargo IRA to Quicken to auto-download.&nbsp; So every so often I go in and download the QFX file from Wells Fargo to import into Quicken to update my IRA account.<br /><br />I have numerous OTHER accounts that do auto-download which I see the results of using the Filter for <b>Last Downloaded </b>in the <b>All Transactions</b> section.<br /><br />The issue is, the manually imported IRA transactions NEVER leave that filter until I manually import data from my IRA the next time.&nbsp; This may be weeks or sometimes months until I import.&nbsp; So while my daily auto-updates may one have a handful of transactions showing up in Last Downloaded, I may have 30-40 transactions from my manually imported IRA account in there always.<br /><br />Is there any way to hide a single account from All Transactions?&nbsp; (I only see a way to hide entire groups, like Cash accounts, credit cards, etc...)&nbsp; Or even better, a way to get my Wells Fargo IRA to auto-update.&nbsp; I have not been able to find a way to connect it like the other 6 wells fargo accounts I have. problem 2 2 1 comment 7639049 Clear file list 2018-01-19T22:23:00Z 2017-11-28T17:33:25Z Tony Roder tony_roder By virtue of some creative fumbling, two account files remain in my file list that do not have corresponding files in my system (cannot open xxx), and that I can't remove by going through the conventional protocol. Help.... question active 3 3 1 comment 7671437 Lost data 2018-01-19T22:18:20Z 2018-01-19T22:18:20Z Don Creager don_creager I started using Quicken Home and Office 2017 in September. Recently, I tried to open the file but got the message "Quicken annot open the data file because it is damaged. There is no backup file. I have lost 4 months of data. problem 0 1 1 create 7657994 January 1, 2018 Not starting up, goes to "NOT RESPONDING" 2018-01-19T22:18:20Z 2018-01-01T13:06:41Z Jimmy McConnell jimmy_mcconnell January 1, 2018 Not starting up, goes to "NOT RESPONDING" I tried yesterday to work on January Budget and it created a non responsive software.&nbsp; I have restarted computer, I have tried 3-4 times and each time it goes to "NOT RESPONDING"&nbsp; any suggestion to get Quicken to move from 2017 to 2018??? question pending 424 150 89 comment 7669205 Rebalancing funds within an IRA caused incorrect totals 2018-01-19T22:10:41Z 2018-01-16T19:06:37Z Eric Terhaar eric_terhaar I initiated a rebalancing between 4 different mutual funds within an IRA and when I downloaded the transactions Quicken shows buys on 3 funds and sells on the fund that I balanced from, as it should. However the transactions left negative and positive cash balances &nbsp;respectively in those funds and the fund totals did not change. How can I get Quicken to correlate the transfer of the cash balances with the matching fund buys and sells? This is Quicken 2018 for Mac. question 9 7 1 comment