http://m.getsatisfaction.com/companies/quickencommunity/topics?page=1 Topics in Quicken 1970-01-01T00:00:00Z 68867 50273 1073 17164 0 1017 http://m.getsatisfaction.com/topics/7731317 7731317 Q18 H&B - Using an "Personal Assets" asset account instead of Home Inventory Manager 2018-05-26T05:35:17Z 2018-05-05T23:53:16Z Roy Simpson http://m.getsatisfaction.com/people/8271379 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10837973/10367683_10204881812658660_6403178865599738682_n_medium.jpg roy_simpson I have used Home Inventory Manager for years, but as it is not officially supported (and has not been for years) I am wrestling with the idea of transitioning everything in it to&nbsp;<i>either</i> an Excel spreadsheet&nbsp;<i>or</i> creating an asset account ("Personal Assets") and filling the information in there.<br /><br />My question is the following:<br />If I purchase "Asset A" for $500 on my credit card and this asset is an electronic, should I...<br /><ol><li>set the category for the purchase as [Personal Assets] and give up on trying to track my expenses on "Electronics"&nbsp;<b>or</b></li><li>split the transaction into an increase in [Personal Assets] of $500, an expense categorized as Electronics for $500, and... some other offset category (e.g., Dummy Purchase) for $500 to balance everything out to $500 + $500 - $500 = $500?</li></ol>Thank you for any advice question active 3 5 1 comment http://m.getsatisfaction.com/topics/7741062 7741062 Updating register requires a password 2018-05-26T05:34:13Z 2018-05-26T04:50:13Z eme.gee http://m.getsatisfaction.com/people/9674122 https://www.gravatar.com/avatar/915f2af1d66e3ebe245240f8e855eb36?d=identicon&s=55&r=PG emegee Using Quicken 18.&nbsp; I just updated and it now requires a password every time I make an update to my register.&nbsp; In the past I was able to modify each transaction and hit save or "alt a" and move to the next transaction now I have to enter a password each transaction.&nbsp; Such a pain!&nbsp; Is there a way to deactivate this? question 1 3 1 comment http://m.getsatisfaction.com/topics/7717681 7717681 Quicken Mobile Budget Feature 2018-05-26T05:24:31Z 2018-04-09T16:40:38Z Nicholas Brown http://m.getsatisfaction.com/people/9415558 https://www.gravatar.com/avatar/4bbf5d6ff31de917a20f6ab2159d80d2?d=identicon&s=55&r=PG nicholas_brown_bxstaiznm8rb4 I have used Quicken for many many years, not sure but I think somewhere in the 20+ range. Yes back when I had a Windows 95 computer. Ever since Quicken added mobile app I have used it to help keep track of my budget. Over the last 6 months I have not had this feature and my wife depends on this for purchases.<br /><br />What is the status? Is this feature coming back? Should I look into other options? In your 2018 Release (back in November) you touted that this feature was on the mobile device. I had the 2016 version and <u><b>I upgraded because</b></u> it had been disabled, thinking that it would be on the newer version of quicken. How wrong I was.<br /><br />We are now longer than 4 months without ANY update on the app. And more than 8 months on having access to budgets. question pending 25 16 5 comment http://m.getsatisfaction.com/topics/7740969 7740969 Quicken Closes after Back Up (Revised) 2018-05-26T05:21:27Z 2018-05-25T21:53:02Z Ed Sennett http://m.getsatisfaction.com/people/9388892 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11178138/photo_medium.jpg ed_sennett <p>Quicken closes after backup. How do I keep quicken open after a backup? I do not see any settings to allow me to set Quicken to stay open after a Back up. I'm manually backing up to an external drive.</p><p>Using Quicken 2018, vers. R8.10, Build 27.1.10</p><p>Using PC W/ Windows 10</p> question 3 4 1 comment http://m.getsatisfaction.com/topics/7740865 7740865 Citi Cards not downloading today 5/25/18 2018-05-26T05:20:24Z 2018-05-25T18:09:03Z Rocket J Squirrel http://m.getsatisfaction.com/people/5391917 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875345/original_medium.jpg rocket_j_squirrel_5089019 Citi Cards is returning OL-295-A today. I tried 2 different accounts on 2 different versions of Quicken. problem active 7 7 2 comment http://m.getsatisfaction.com/topics/7711964 7711964 Trying to open Quicken - "Quicken can't open your data file" 2018-05-26T05:03:59Z 2018-03-29T13:55:27Z Jeff Armin http://m.getsatisfaction.com/people/8925662 https://www.gravatar.com/avatar/6b81cfa23398e553380a0d9551c53b1a?d=identicon&s=55&r=PG jeff_armin For about the past week, if I try to open Quicken 2018 after having it opened previously, I get the message: Quicken can't open your data file. A couple of times it's said that file is in use by another program. I end up doing a restart which finally lets me open Quicken. I can't imagine what program would be using my Quicken data file after I've logged off the previous time. I back up my Quicken files to an external hard drive and manually move them to an encrypted file on Dropbox, so I can't see that as being the problem. About the same time as this problem started, I also began having a problem with my account information from Sallie Mae Bank no longer updated with One Step Update, but I have no idea if the two are related. problem active 15 8 1 comment http://m.getsatisfaction.com/topics/7741056 7741056 editing columns 2018-05-26T04:12:09Z 2018-05-26T04:12:09Z Mike Slotnick http://m.getsatisfaction.com/people/8898827 https://www.gravatar.com/avatar/baa37b36489800124831e7cf507dd804?d=identicon&s=55&r=PG mike_slotnick I'd upgraded to Quicken for Mac 2016 and all is well until I try to add a new Cash account and can't get the same column choices ... I want it to be the same as the other accounts but can't find or create a "Payment" or "Deposit" column - only an amount column which I guess you can enter +/- numbers but I'd prefer to have it as it was/is with other accounts. I have those choices on the other accounts (in this same software version; just not in the new account problem 0 1 1 create http://m.getsatisfaction.com/topics/7741054 7741054 Blank Quicken 2018 popup 2018-05-26T04:04:45Z 2018-05-26T04:04:45Z Joe Wasik http://m.getsatisfaction.com/people/8699921 https://www.gravatar.com/avatar/f0cf51b28a8c76703721e98d4b78b898?d=identicon&s=55&r=PG joe_wasik_6g7gm2hhmdu4e The last few days, I am unable to do an online update of my Citi credit cards.&nbsp; Error messages are changing.&nbsp; The auto reset dialog is now for a different Citi card than the one for which I am doing the update (Though both are on the same browser's web page). Now I get this: A connection to your financial institution could not be established. Try connecting again in a few days. It's already been a few days.&nbsp; Other times the reset shows me a blank dialog.&nbsp; There's no way out of the blank dialog except to kill Quicken 2018 with Task Manager.<br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1732193/RackMultipart20180526-34040-evec1-blank_inline.jpg?1527307375" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1732193/RackMultipart20180526-34040-evec1-blank_inlinejpg1527307375" /><br /><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1732194/RackMultipart20180526-17991-aygptb-msgs_inline.jpg?1527307984" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1732194/RackMultipart20180526-17991-aygptb-msgs_inline.jpg?1527307984" /> problem 0 1 1 create http://m.getsatisfaction.com/topics/7740487 7740487 PayPal OL-221-A error IS BACK 2018-05-26T04:01:50Z 2018-05-25T00:01:30Z jtomalley http://m.getsatisfaction.com/people/571674 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10876399/original_medium.JPG jtomalley Can no longer update PayPal credit account via One step update. The "OL-221-A" error is BACK and I have done all of the previously described steps to get it connected again, to no avail.<img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1731933/RackMultipart20180525-19099-1l3lwm3-CropperCapture_3__inline.png?1527206487" /> problem 1 3 1 comment http://m.getsatisfaction.com/topics/7741050 7741050 Resolving placeholders for unowned funds in Quicken Deluxe 2018 for Windows 2018-05-26T03:33:02Z 2018-05-26T03:33:02Z Kristin http://m.getsatisfaction.com/people/9674093 https://www.gravatar.com/avatar/eb8a49e2fd30615c1fd8ce21dfb2806b?d=identicon&s=55&r=PG kristin_schuett Just upgraded our Quicken from 2015 to 2018, which created a bunch of placeholder entries in my brokerage account for mutual funds I no longer own. I don't want to 'resolve' them because I don't own them. I tried deleting one of those placeholders, but then the mutual fund appeared in my holdings list with a negative balance, so I reverted to the backup file. How do I get rid of these? question 0 1 1 create http://m.getsatisfaction.com/topics/7700982 7700982 Quicken 2018 R6.12 - Online Billers Disappeared 2018-05-26T03:23:06Z 2018-03-09T15:22:44Z Brian Hodder http://m.getsatisfaction.com/people/9016188 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11041034/photo_medium.jpg brian_hodder When I did my updates this morning I looked and found all of my online bills were no longer linked. When I tried to check my Online Billers, the program said none were configured. When I tried to link a bill it said it was unable to link Online Billers at this time. Has anyone else experienced this? problem active 9 8 1 comment http://m.getsatisfaction.com/topics/7741045 7741045 Still not able to connect to online banking accounts 2018-05-26T03:18:44Z 2018-05-26T03:10:26Z Corey Thompson http://m.getsatisfaction.com/people/8356559 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10870676/photo_medium.jpg corey_thompson_8039654 Im using 2016 deluxe on Windows 10. Ever since the R16 update, I have not been able to update any of my accounts. I found a posting that said I deactivate the accounts, then re add them and match them. I deactivated the accounts but could not add any others. Then I found one that said I should reinstall Quicken on top of the current version. I did and then when I would click the "connect" button to re add the accounts, it would do nothing. So I reinstalled the Mondo patch and the button worked but then I got the error again when trying to re add the accounts.&nbsp;<br /><br />Then I found another post where you guys are actually working through the issue. It stated I should try and reset my token. I went into preferences and it cant retrieve my account. So I checked the logs and it indeed is the SAML token, but I have no idea how to reset it.<br /><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1732189/RackMultipart20180526-31052-13ztm9u-error2_inline.png?1527304149" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1732189/RackMultipart20180526-31052-13ztm9u-error2_inline.png?1527304149" /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1732190/RackMultipart20180526-68638-1uij8y9-error1_inline.png?1527304160" /> problem 1 2 2 comment http://m.getsatisfaction.com/topics/7427308 7427308 Quicken 2017 - Debt Reduction Planner bug 2018-05-26T03:16:21Z 2017-01-22T15:34:13Z Brennan Kohrherr http://m.getsatisfaction.com/people/8906146 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10995111/13434953_10110944477825594_1045307113718729739_n_medium.jpg brennan_kohrherr When using the debt reduction planner, the planner will not accept the actual minimum loan payment, and in all cases requires a number that is higher. &nbsp;Using some ballpark math, it would appear that it is using the initial loan balance over the remaining loan months, instead of the current loan balance, in order to calculate the minimum monthly payment. &nbsp;For instance, my ~$350/month car loan is forced to be ~1150/month minimum in the planner, and it is over 2/3 paid off. problem a_quicken_for_windows_other a_quicken_for_windows_other, using_planning_tools active 23 15 4 comment http://m.getsatisfaction.com/topics/7741012 7741012 Unable to do one step update or online banking since latest update to Quicken 2016 2018-05-26T03:10:42Z 2018-05-26T01:17:47Z David Aizuss http://m.getsatisfaction.com/people/9674029 https://www.gravatar.com/avatar/8c9f9dcdb928e88f47897187d68f94ef?d=identicon&s=55&r=PG david_aizuss When I try to update any of my accounts I get the following errors:&nbsp;<br />Schwab&nbsp; OL 301A<br />Citicards&nbsp; OL 295-A<br />Citibank &nbsp;&nbsp; CC-800<br /><br /><br />I have tried some of the online suggestions including clearing my internet history and reregistering through the Windows Control panel.&nbsp; Nothing is working.&nbsp; Infuriating.&nbsp; Help!! problem 1 3 2 comment http://m.getsatisfaction.com/topics/7741044 7741044 Unable to set up mobile accounts with Quicken 2016 on Windows 10 2018-05-26T03:05:24Z 2018-05-26T03:05:24Z Elliot Brown http://m.getsatisfaction.com/people/9674080 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11278580//platform/profilepic/_medium. elliot_brown_aqd0ar1ye1gis Hello,<br /><br />I recently decided to try out the Quicken mobile app. After downloading the app, it told me to add accounts from my desktop. In my Quicken, the only option I see relating to mobile is under<br /><br />Edit &gt; Preferences &gt; Quicken ID, Mobile &amp; Alerts<br /><br />When I go here, there is a section titled "Mobile &amp; Alerts" with a button saying "Get Started". But clicking the button simply closes the Preferences box and nothing else.<br /><br />How can I add accounts from my desktop?<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1732188/RackMultipart20180526-14891-xe6tho-Capture_inline.PNG?1527303867" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1732188/RackMultipart20180526-14891-xe6tho-Capture_inline.PNG?1527303867" /><br /><br />Thanks! problem 0 1 1 create