http://m.getsatisfaction.com/companies/quickencommunity/topics?page=1 Topics in Quicken 1970-01-01T00:00:00Z 159926 150311 532 8885 0 6509 http://m.getsatisfaction.com/topics/7496113 7496113 Cannot update accounts in Quicken 2016 2017-04-26T08:24:02Z 2017-04-10T20:56:43Z Steven Weinberg http://m.getsatisfaction.com/people/9036788 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11049851/14642417_1449274988435612_3050622048893856427_n_medium.jpg steven_weinberg_1hjmehztw6h9q I installed a Quicken 2016 update last week and now it will not update my bank accounts online.&nbsp; I am positive I am using the correct passwords.&nbsp; I also tried to reset the accounts.<br /><br /> Note: This conversation was created from a <a class="notranslate" href="https://getsatisfaction.com/quickencommunity/topics/cannot-update-bank-accounts-in-quicken/replies/18572582" rel="nofollow" target="_blank">reply</a> on: <a class="notranslate" href="https://getsatisfaction.com/quickencommunity/topics/cannot-update-bank-accounts-in-quicken" rel="nofollow" target="_blank">Cannot update bank accounts in Quicken.</a>. question a_quicken_for_windows_other a_quicken_for_windows_other, downloading_accounts_and_transactions_i_am_getting_an_error active 5 6 2 comment http://m.getsatisfaction.com/topics/7501996 7501996 QMac: Missing transactions for Barclays credit card 2017-04-26T08:22:13Z 2017-04-19T18:44:37Z George Lapis http://m.getsatisfaction.com/people/9027557 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11046023/photo_medium.jpg george_lapis Quicken for MAC latest release. Couple of days ago I noticed that my credit card account started to miss transactions. Basically only one transaction gets downloaded per day and all others are ignored. I tried many different things - disable / enable account, new quicken file, delete / add account - nothing helps. Called quicken support and after repeating again all the above steps they told me to see if problems clears in couple of days. Is anyone else having this issue? problem a_quicken_for_mac_other a_quicken_for_mac_other, downloading_accounts_and_transactions_missing_or_duplicate_transactions, downloading_accounts_and_transactions active 11 6 1 comment http://m.getsatisfaction.com/topics/7503661 7503661 Barclay 2017-04-26T08:19:11Z 2017-04-21T20:31:16Z Susan Wolverton Ankrum http://m.getsatisfaction.com/people/8685817 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10916493/13512016_10154274379148674_5508612877938426100_n_medium.jpg susan_wolverton_ankrum Quicken 17 for Windows recently updated.&nbsp; Since that update, when I&nbsp;first downloaded my Barclay MasterCard transactions, I had to find and delete a ton of duplicates, while many more recent transactions didn't download at all.&nbsp; Since then, only a fraction of my transactions have downloaded.&nbsp; What's up with that?&nbsp; problem downloading_accounts_and_transactions_missing_or_duplicate_transactions downloading_accounts_and_transactions_missing_or_duplicate_transactions, downloading_accounts_and_transactions, a_quicken_for_windows_2017 active 3 7 3 comment http://m.getsatisfaction.com/topics/7505958 7505958 Did Most of Quickens Problems Start When They Switched to Running on .Net Framework? 2017-04-26T07:40:54Z 2017-04-25T17:44:37Z AFToothDoc http://m.getsatisfaction.com/people/7369219 https://www.gravatar.com/avatar/ec857b502198479a0e8a0ec56386ae2c?d=identicon&s=55&r=PG craig_7063370 Has the switch years back to Quicken running using the .Net Framework been a success or has it created more problems than it has solved? Just curious from a historical perspective. Any thoughts? question a_quicken_for_windows_other a_quicken_for_windows_other, all_other_questions_other 8 8 2 comment http://m.getsatisfaction.com/topics/7463108 7463108 QM2017 Xferring/Upgading or is it downgrading from QW2014 - As painful as it gets 2017-04-26T07:30:39Z 2017-02-24T13:39:10Z Reed Welch http://m.getsatisfaction.com/people/6635501 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10259507/275644_782518954_2419856_n_medium.jpg reed_welch <p>Yes it is <b>extremely</b> painful, and I do hope that the Intuit s/w team is able to make it a better user experience.&nbsp;</p> <p><br /></p> <p><b>Major concerns</b></p> <p>Data file management on user side, file location is by default a hidden file and managing backups will or is a nightmare since payload is 2X QW.&nbsp; Auto BU’s appear to grow unchecked.</p> <p>Online updates without having to continually import .qfx files.</p> <p>Keychain - Method on how is used not well explained - I will not allow Q to access my Keychain until there is a clear explanation on security and how it is performed. Plus, I don’t want Q to overwrite and possibly corrupt data that I already have stored within Keychain. Yes, I have had my ID stolen in the past, so a sensitive issue.</p> <p>No method I could find to export reports to csv /excel files to troubleshoot discrepancies and yes I’ve needed this with QWin to find entry errors I made.</p> <p>Unique Intuit ID requirements for each data file, I manage finances for 3 family members, this has been minimal issue with QW2014 - I have too many logon credentials as to manage and do not want to create more.</p> <p><span>Investment accounts with linked cash accounts and guidance on how to handle pending new features - I don’t want to enter xaction purgatory, been there done that with QWin, and don’t want to do that again.</span></p> <p>My QW2014 is expiring soon (with respect to downloading transactions) andI had hoped to use QM2017 and not have to buy and use QW2017 on my Mac running a VM, like Parallels or VMware. Q2014 is the only program I use with a VM. This works, but is not very desirable since running Win/VM hogs resources and memory.</p> <p>I surely hope that the Intuit s/w team is successful, in spite marketing/accounting pressures. A true sign of success is satisfied users.</p> <p>This is a mediocre product for a new user, but definitely not friendly to current Window users and their habits, unless they are targeting the nerd community, that enrich themselves with reporting problems and finding work arounds. Personally I’d rather spend my time on a beach with a refreshing libation.</p> <p><span><b>Priorities from my point of view</b></span><br /></p> <p>User security/ transaction and account balance integrity</p> <p>Ease of use/Online xaction downloads</p> <p>Export reports to csv/excel files for troubleshooting</p> <p>Transactional reports</p> <p>Bill Pay</p> <p>Performance / budgeting reports</p> <p><span><b>For those that want to read more;</b></span><br /></p> <p>I just converted my primary data file, and did so when the markets were closed so investment values should have been constant. Surprisingly, all the investment account balances match.</p> <p>File had about 30K transaction, 300 securities, 47 accounts of which 25 are active/dynamic.</p> I have an account balance discrepancy of about $55K between my QW2014 file and QM2017 file, and no reasonable tool to use to troubleshoot the issues.&nbsp;&nbsp; problem install_conversion_registration_converting_my_data_to_a_newer_version install_conversion_registration_converting_my_data_to_a_newer_version, install_conversion_registration, a_quicken_for_mac_2017 active 5 7 1 comment http://m.getsatisfaction.com/topics/7479887 7479887 Express web connect for Mac 2017 - when? 2017-04-26T06:55:45Z 2017-03-19T13:35:49Z Reed Welch http://m.getsatisfaction.com/people/6635501 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10259507/275644_782518954_2419856_n_medium.jpg reed_welch I recently converted from the 2014Win version, and discovered that some of my institutions supported Express Web Connect, which are not supported with the Mac version.<br />Any idea when this feature might be changed - reason I ask is that it affects 2 primary institutions and 5 accounts that I use routinely.<br />This is a significant problem - should I revert back to the Win product? Or await an update. question downloading_accounts_and_transactions_adding_an_account_to_quicken downloading_accounts_and_transactions_adding_an_account_to_quicken, downloading_accounts_and_transactions, a_quicken_for_mac_2017 active 27 9 2 comment http://m.getsatisfaction.com/topics/7504594 7504594 Cannot access Quicken 2015 file with Intuit ID 2017-04-26T06:35:47Z 2017-04-23T22:52:53Z John L. http://m.getsatisfaction.com/people/5425042 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/9886396/372030_100004078464343_1188221841_n_medium.jpg john_laiche OK. Had issues with Q Cust Sppt earlier about online access with Q2015 not working. Could always use the Intuit ID for the web page, limited as that was. Never set up any specific password or limitation on my data file. and nothing mentioned that it might be tied to my Intuit ID. <br />Found discussion topic about signing out via the Quicken 2015 interface and signing in as a "different" user. Tried that and used the same credentials I have used for a couple of years. <br />Now, I cannot even get into my current data file!!! There is no password protection on the file and I use a password manager (not quicken vault) for my various account accesses. <br />Quicken / Intuit is becoming more and more problematic. Proving too troublesome despite any potential value Quicken may have. <br />Any ideas on how to recover / fix this would be appreciated. <br /><br />Tnx. question a_quicken_for_windows_2015 a_quicken_for_windows_2015, working_with_data_and_transactions, working_with_data_and_transactions_help_with_my_quicken_password complete 7 6 1 comment http://m.getsatisfaction.com/topics/7505391 7505391 401k Loan Modeling in Quicken 2016 2017-04-26T06:33:38Z 2017-04-24T22:26:06Z Ray Herndon http://m.getsatisfaction.com/people/9057352 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11057769/18010908_10104901023232045_5117793416313267248_n_medium.jpg ray_herndon_budda28aixrd0 Using Quicken Rental Property Manager 2015<br />Release R 12 (24.1.12.12)<br /><br /><br />I am trying to model a loan against my 401k. &nbsp;I have read other posts and have interpreted the following points about the proper logic for structuring such a loan.<br /><br /><br />Note that my goal is&nbsp;<br />A) to track the loan balance properly and B) to Deposit the sum of the principal and interest back into the 401k ledger.<br /><br />1. &nbsp;A 401k Loan is essential a loan from yourself to yourself. &nbsp;The interest and principal are deposited back into the 401k Ledger.<br /><br />2. To track the loan Quicken creates a loan as well as an equal and opposite asset. &nbsp;Since this is a loan to one's self, the asset account should be converted to a lender loan.<br /><br />I have attached the following to graphically show the simple logic of this arrangement. &nbsp;The logic may be flawed, please comment accordingly.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1587403/RackMultipart20170424-35054-yjxhlw-401K_Loan_inline.jpg?1493072730" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1587403/RackMultipart20170424-35054-yjxhlw-401K_Loan_inline.jpg?1493072730" /><br /><br />I have the following problems implementing this arrangement.<br /><br />1. My payments are deducted directly from my paycheck. &nbsp;There is no way to split the interest and principal and assign them to the loan payment directly from the paycheck<br /><br />Undesirable solution: Have the payment go to any account as a ghost transaction that doesn't really exist. &nbsp;Then pay the loan reminder from that account. This will not track spending they way I want it to, but is a solution I will live with. &nbsp;If there is another way you can think of, I am all ears.<br /><br />2. The asset account should be equal and opposite from the loan account. &nbsp;I have them linked, but when I pay the loan the asset ledger is unaffected.<br /><br />Unknown solution: Do I need to set up a separate reminder and track the transaction several times?<br /><br />3. If I am able to get the two ledgers to match, how will the principal and interest be treated within the asset? &nbsp;Where does the interest go? &nbsp;Is the asset just kinda sorta a checking account and the interest just passes through. &nbsp;What about the principal? &nbsp;Does it deduct the value of the asset and then pass through?&nbsp;<br /><br />Please comment on if my logic is flawed or if I just suck and executing the logic with the software. problem a_quicken_for_windows_2015 a_quicken_for_windows_2015, using_planning_tools_help_with_adding_or_tracking_loans active 3 5 2 comment http://m.getsatisfaction.com/topics/7505901 7505901 Removal of pay feature when reconciling 2017-04-26T06:24:02Z 2017-04-25T16:23:57Z Bill Samuel http://m.getsatisfaction.com/people/8931222 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11005516/photo_medium.jpg bill_samuel_btxtvh7pcu9om Quicken in many versions always had a feature where when you clicked Done on a reconcile it asked how you wanted to pay for it. Today, for the first time, that feature is gone. Why was it taken away? It made things so easy. [Quicken 2017 Deluxe] problem a_quicken_for_windows_other a_quicken_for_windows_other, all_other_questions, all_other_questions_other 5 6 2 comment http://m.getsatisfaction.com/topics/7503776 7503776 Add automatic brokerage account connection for Wealthfront 2017-04-26T06:18:04Z 2017-04-22T00:57:20Z cam.matthews http://m.getsatisfaction.com/people/1495076 https://graph.facebook.com/v2.0/10103034865936133/picture?type=normal cammatthews Would be great to be able to add investment accounts from Wealthfront. Puzzling because this connection is available in Mint.&nbsp; idea a_quicken_for_mac_other a_quicken_for_mac_other, downloading_accounts_and_transactions_adding_an_account_to_quicken, downloading_accounts_and_transactions 36 8 1 comment http://m.getsatisfaction.com/topics/7505489 7505489 Quicken keeps enabling smooth edges of screen fonts 2017-04-26T06:05:12Z 2017-04-25T02:28:36Z Nick http://m.getsatisfaction.com/people/9059581 https://www.gravatar.com/avatar/3d679ec6d8d0190e3d11103e449a8643?d=identicon&s=55&r=PG nick_3sfudr2vhjx4b I just did a fresh install of Quicken 2017 on Windows 7 x64. Due to the type of monitor I have, I turned off "Smooth Edges of Screen Fonts" under Control Panel -&gt; System -&gt; Advanced System Settings -&gt; Performance - Settings... -&gt; Visual Effects.<br /><br />Every time I start Quicken, it keeps re-enabling this setting and I have to manually go un-check it or everything is blurry again. Is there some way to prevent Quicken from changing this setting?<br /><br />Thanks problem all_other_questions all_other_questions, all_other_questions_other, a_quicken_for_windows_2017 1 5 1 create http://m.getsatisfaction.com/topics/7446134 7446134 QWin/QMac 2017: Quicken Inc should reverse its decision to change to a subscription that makes the user's data read-only if they stop paying 2017-04-26T04:05:58Z 2017-02-03T07:02:47Z QPW http://m.getsatisfaction.com/people/8342820 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875282/original_medium.gif qpw Quicken Inc has put out the Quicken 2017 Canadian version "testing" a new subscription business model.&nbsp; The subscription is for one year and if the user doesn't pay to extend the subscription at the end of the year their data files become READ-ONLY.<br /><br />They can't even add any new transactions manually.<br /><br />And there is no way to "buy" Quicken using the old business model.<br /><br />If this is left unchallenged they will most likely use this model for the US version next year.<br /><br />People should vote on this "idea" if they are against Quicken Inc using this business model. idea all_other_questions all_other_questions, all_other_questions_other, a_quicken_for_mac_2017 pending 931 238 407 comment http://m.getsatisfaction.com/topics/7319627 7319627 soldx transaction changes to sold when saved 2017-04-26T03:58:31Z 2016-09-27T16:50:24Z Bruce Penfold http://m.getsatisfaction.com/people/8692124 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10918760/photo_medium.jpg bruce_penfold When I try to manually enter a soldx transaction, it changes to sold when saved. &nbsp;It won't let me access the down arrow to change the Action. &nbsp;Seems to be a new problem as I have been able to change them previously.<br /><br />A second problem is: When I accept downloaded Bought transactions, the Cash amount says N/A. I can't override that either.<br /><br />Quicken 2015 Premier on Windows 7 problem a_quicken_for_windows_2015 a_quicken_for_windows_2015, tracking_investments_working_with_securities complete 10 5 1 comment http://m.getsatisfaction.com/topics/7504623 7504623 I have never had to enter a password to get into my Quicken account until it automatically updated today. Why? 2017-04-26T03:53:27Z 2017-04-24T00:02:05Z Lynne Willingham http://m.getsatisfaction.com/people/8654685 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10905027/10153207_736600523039799_2006760789_n_medium.jpg lynne_willingham After Quicken automatically updated today, it has asked for my Quicken password. Why? I never set one to get into my account. question a_quicken_for_windows_other a_quicken_for_windows_other, all_other_questions, all_other_questions_other complete 11 9 1 comment http://m.getsatisfaction.com/topics/7506167 7506167 I have 1 account that contains 2 data files each with own password! Since you started this Intuit ID c--p I can get to only one fil. Why? 2017-04-26T03:38:22Z 2017-04-25T22:17:57Z Donald Hanley http://m.getsatisfaction.com/people/9061248 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11059313/PF8-28e_medium.jpg donald_hanley Quicken Premier 2016 &nbsp;Windows 10 R12 problem a_quicken_for_windows_2016 a_quicken_for_windows_2016, working_with_data_and_transactions_help_with_my_quicken_password 4 5 1 comment