Topics in Quicken 1970-01-01T00:00:00Z 83417 66029 962 16140 0 998 7707003 can I have multiple 2018 Quicken Deluxe programs on the same computer 2018-03-20T19:38:40Z 2018-03-20T17:15:32Z Ernie Krewson ernie_krewson question active 9 6 1 comment 7707062 Not clear on what happens to transaction entry list when closing an account. 2018-03-20T19:37:13Z 2018-03-20T18:59:42Z Fletcher Glenn fletcher_glenn_6335463 I have Quicken Deluxe for Windows 2016.<br /><br />Because I track many things stretching back decades (yes I have been using Quicken that long), I do not want to lose any past entries in my transaction lists.&nbsp; I have a vast number of hidden accounts that are no longer active.<br /><br />I have considered closing these hidden accounts, but I'm not clear what happens to existing entries in accounts referencing the account to be closed.&nbsp; I do want to see these old transactions because I have had to go back and edit entries in existing accounts to fix present day errors.&nbsp; This is especially true for stocks and bonds that have been exchanged for something with a new symbol.<br /><br />If (as I suspect) the entries are no longer visible in existing account transaction history, this would cause me difficulties.<br /><br />I am unwilling to experiment to find out what happens because I do not wish to damage the history represented by my backup files (which are quite large).<br /><br />What is the truth in this matter? question 3 3 1 comment 7706956 Very Poor Customer Service 2018-03-20T19:36:51Z 2018-03-20T16:12:13Z Steve Wooden steve_wooden I have had technical support hang up on me 3 times now.&nbsp; Today, I was about to get technical support after holding for one hour.&nbsp; After 5 minutes, and very obviously not understanding the simple issue I had, he simply hung up.&nbsp; &nbsp;I call back and have been on hold now for 1 hour and 35 minutes.&nbsp; I will hang up and begin looking for an alternative to Quicken.&nbsp; I have been using quicken since 1994, and this is the worse service I have ever seen.&nbsp; They really botched the conversion from 2017 to 2018 subscription concerning the poor link to billpay.&nbsp; I am very frustrated. problem active 4 3 1 comment 7707081 After updating my accounts, I keep getting a remaining balance on reconcile in Quicken 2018 for Windows 2010 2018-03-20T19:31:14Z 2018-03-20T19:31:14Z Carl Riley carl_riley_7579993 Quicken Deluxe 2018 For Windows 2010 problem 0 1 1 create 7707075 remind me to sync to quicken cloud on exit 2018-03-20T19:19:16Z 2018-03-20T19:19:16Z sfrolls01 sfrolls01 I have the "remind me to sync to quicken cloud on exit" box checked but it doesn't work. (no sync)&nbsp; Using Q18 R6.12. I have checked it then unchecked and rechecked it to no avail problem 0 2 2 create 7707072 Unwanted Welcome screen 2018-03-20T19:15:23Z 2018-03-20T19:15:23Z kathiejenkins kathiejenkins When I try to log in to Quicken 2016 Deluxe for Windows I get a welcome screen that gives 2 choices: "I'm New" or "I'm Upgrading." Neither of those applies, but can't close or escape the screen. problem 0 2 1 create 7707069 What are the risks upgrading from QW2016 to QW2018? 2018-03-20T19:13:23Z 2018-03-20T19:13:23Z Fletcher Glenn fletcher_glenn_6335463 I have QW2016.<br /><br />In the past, every time that I have upgraded versions of Quicken, there is usually some issue that requires me to spend days repairing things until everything is correct.<br /><br />For example, when I upgraded to QW2016, I lost all of my stock split history.&nbsp; This required me to go through years of brokerage statements to recover and re-enter the stock splits.<br /><br />So, what are the risks and known issues with the QW2018 upgrade? question 0 2 1 create 7689465 r5.20 you need to select accounts to export 2018-03-20T19:12:53Z 2018-02-18T14:40:23Z don don_3507861 Five minutes into R5.20 with windows and the glaring flaws still look like they are present.&nbsp; I really need to manage my finances (rather than constantly moving and resizing the quicken window and re-reporting existing bugs) so I'm going to stop with the "1-step update shows me a red message You need to select accounts to export" report.&nbsp; Quicken might WANT me to show them my finances but I certainly don't NEED to export my accounts to them and the color red is reserved for ERROR messages, not feature begging.&nbsp; Please put user needs first over continual feature promotion. Eric Dunn promised me Quicken was going to get better in the personal email he sent me a few weeks ago.&nbsp; I'm still waiting to see it.&nbsp; Please note this is not a duplicate report since it's for the brand new version of Quicken Windows R5.20. problem active 3 5 3 comment 7411481 setting an email address to email invoices 2018-03-20T19:02:11Z 2017-01-01T22:57:55Z jason allain jason_allain Hello, I have home and office 2015 running with windows 10, When I try to send an email it has an error that says I do not have an email associated or linked to quicken books, I'm sure I'm missing something simple but can not figure out how to set it up. Thanks problem a_quicken_for_windows_2015 a_quicken_for_windows_2015, working_with_data_and_transactions, working_with_data_and_transactions_using_the_business_or_rental_features active 4 5 2 comment 7706891 Kraft Food stock price - incorrect update 2018-03-20T18:59:45Z 2018-03-20T14:28:39Z chasfm11 . chasfm11 I have Quicken 2017 for Windows, the latest release and the mondo patch installed.&nbsp; <br /><br />I purchased Kraft/Heinz stock a few weeks ago.&nbsp;&nbsp; When I run One Step Update in the evening, the daily price is correctly updated in Quicken.&nbsp;&nbsp; If I run One Step Update the next morning,&nbsp; all of the other stocks correctly show no changes.&nbsp; The Kraft/Heinz stock shows a daily gain of 51% while the price/cost basis correctly show a loss for that stock.&nbsp;&nbsp; I noticed it because it impacts the Net Worth number.&nbsp; It took me a while to figure out that this stock was the culprit.<br /><br />I don't understand the overnight update on just this stock.&nbsp; The details about it were downloaded from my broker's website and all look correct.&nbsp;&nbsp; I've checked all of the other stock prices in my Quicken portfolio and they are consistent with what my broker's website shows for each of them every day.<br /><br />Is this something that I can fix?&nbsp; If not,&nbsp; can it be added to the "bug" list? question active 5 4 1 comment 7707061 Quicken Premier 2018 Print Alignment Bug 2018-03-20T18:59:42Z 2018-03-20T18:59:42Z John Klein john_klein_b1nwnch0f1m0z <p>I have Quicken Premier 2018 R6.12 and on several occasions I have experienced a misalignment in printing voucher checks.&nbsp;&nbsp;&nbsp;&nbsp; The first time this happened several weeks back I though it was due to a recent update that caused the software to lose the alignment settings so I went through the process of realigning the print setup.</p><p>However today it happened again on the second of two checks I wrote.&nbsp; The first check was aligned correctly but the second check had everything shifted to the left so far that the check was not useable.&nbsp;&nbsp;&nbsp;&nbsp; After that I checked the alignment by printing a sample and it was aligned correctly.</p><p>This seems like a serious bug to me since the result is random.</p> problem 0 2 1 create 7619978 Quicken Bill Pay set-up problems. QBP asking for lots of personal info in multiple, but inconsistent, emails 2018-03-20T18:48:53Z 2017-10-26T21:18:59Z DrNorm drnorm_ce1fw9y9sgh3b I have just enrolled in Bill Pay.<br />I received 2 different emails from 2 different addresses, each asking for a list of personal info to validate my account.<br />However, the lists are slight DIFFERENT? One asks for copies of bank statements, the other does not?<br /><br />I want to enroll one of my business checking accounts for Bill Pay, as well. Is that possible?<br /><br />Here are copies of the pertinent text from the 2 emails:<br /><br />_____<br />FROM&nbsp;“BILL PAY RESEARCH”- Darla O. (address is&nbsp;<a href="" rel="nofollow" target="_blank"></a>)<br />Member Number XXXXXX<br />Greetings From Quicken Bill Pay<br /><br />Thank you for your interest in using our service. We have received your request to add your payment method.&nbsp;<br /><p><span>We employ a number of measures to verify the validity of payment method information. In order to complete this verification, please provide the following information:</span><span>&nbsp;</span></p>* Copy of your most recent home Utility Bill. This bill must contain your name and the service address.<br />* Copy of your social security card or proof of your social security number.<br />* Copy of the voided check for each funding account&nbsp;<br />* Copy of your Driver's License or proof of your date of birth<br /><p><span>Please fax us at our secure toll free fax number: 877-329-7298. If you prefer, please mail the information to the address below:</span></p>____________<br />FROM&nbsp;“Amick” &nbsp;(address is also&nbsp;<a href="" rel="nofollow" target="_blank" title="Link:"></a>)<br /><br />Greetings From Quicken Bill Pay!<br /><br />RE:&nbsp; Member Number xxxxxx<br /><span>Thank you for your interest in using our service. We have received your request to add your payment method.&nbsp;</span><span>We employ a number of measures to verify the validity of payment method information. In order to complete this verification, please provide the following information:&nbsp;<br /><br /></span>* Copy of your most recent Utility Bill. This bill must contain your name and the service address.<br />* Copy of your social security card or proof of your social security number.<br />* Copy of the voided check for each funding account&nbsp;<br /><b>*&nbsp;Copy of the bank statement for the account you wish to add.</b><br />* Copy of your Driver's License or proof of your date of birth<span>Please fax us at our secure toll free fax number: 877-329-7298. If you prefer, please mail the information to the address below:</span><p><span>Account Processing</span></p>P.O. Box 7235<br />Sioux Falls, SD 57117-7235<br />If you have any questions or concerns, please contact our Customer Support department at&nbsp;<a href="" rel="nofollow" target="_blank"></a>&nbsp;or call toll free 877-486-8844. We are here 24/7 to serve your bill payment needs.<br /><br />Sincerely,<br /><p><span>The Quicken Bill Pay Team</span></p>Bill payment services provided by Metavante Payment Services, LLC<br />This e-mail is automatically generated.&nbsp; Please do not reply to this e-mail.<br />__________<br /><br />Having these emails appear to come from “different” people (who then don’t “sign” their names at the bottom of the email after “sincerely” which only adds to the confusion) is just poor frm.<br /><br />These emails do not “appear” to be official emails from Quicken (although they do reference my act number) and given the current problems with phishing scams, junk email and other cyber fraud, this process is just very poorly executed. ALSO- there are fairly extensive instruction on how to sign-up for and activate BillPay and NOWHERE in any of those instructions does it state that I should expect to receive an email (or multiple emails, in this case!) from Quicken asking me for additional information and that I would need to provide copies of social security card, driver’s license, etc.&nbsp;<br /><br />THIS IS THE INITIAL EMAIL I REC'D OUTLINING THE REGISTRATION PROCESS<br /><br />Greetings from Quicken Bill Pay!<br />Welcome to Quicken Bill Pay - The easiest way to pay bills with Quicken! You have successfully enrolled in Quicken Bill Pay which enables you to pay your bills from within your Quicken software or online at&nbsp;<a href="" rel="nofollow" target="_blank" title="Link:"></a>.&nbsp;<br /><br />Getting started is easy, just follow these steps:&nbsp;<br /><br /><ol><b></b><li>Activate Bill Pay in Quicken</li>Since Quicken Bill Pay is an online service, you need to activate the service within your Quicken personal Finance software for your bill pay account to synchronize with your Quicken data.&nbsp;<a href="" rel="nofollow" target="_blank">Learn how to activate Quicken Bill Pay link.</a>&nbsp;<br /><br /><b></b><li>Activate your payment account</li>We will make two deposits under $1 to this account during the next two to three business days.&nbsp;<br /><br />You will need to find out the exact amounts of these two deposits by using online banking or your statement. Please look for transactions with "BILL PAYMENT" or similar wording as the description.&nbsp;<br /><br />Then, log in to the online bill pay, access your funding account page, and follow the instructions to confirm your account by entering the amounts of these two deposits. As soon as you enter the correct amounts, you can use your account to pay bills.&nbsp;<br /><br /><b></b><li>Add a Payee</li>A payee is anyone you make payments to, for example your phone company or next door neighbor.&nbsp;<a href="" rel="nofollow" target="_blank">Learn more about setting up a payee.</a>&nbsp;<br /><br /><b></b><li>Make a Payment</li>Once you have activated your funding account and set up a payee, you can use Quicken Bill Pay to schedule when you want the payee to receive your payment.&nbsp;<a href="" rel="nofollow" target="_blank">Learn more about making payments.</a></ol><ol>Alert: (1616492201)&nbsp;<br />Document Reference: (372103488)</ol>I have multiple online banking accounts and I don’t believe I was required to supply ANY of this information to them- only my bank account info and then a confirmation of the micro-deposits to prove ownership. Now, I am not sure i want to proceed with using QBP as I am not sure I “trust” Quicken (or, more accurately,&nbsp;<br />Metavante Payment Services, the company Quicken has outsourced the Bill Pay services to.)<br /><br />LASTLY, the emails I received contain this comment at the bottom:&nbsp;<b>This e-mail is automatically generated.&nbsp; Please do not reply to this e-mail.&nbsp;</b>YET, the address that the email comes from is&nbsp;<a href="" rel="nofollow" target="_blank" title="Link:"></a>&nbsp;and the address given in the body of the email to send questions to is&nbsp;<a href="" rel="nofollow" target="_blank" title="Link:"></a>. That doesn’t make any sense? problem downloading_accounts_and_transactions_paying_my_bills_online downloading_accounts_and_transactions_paying_my_bills_online, downloading_accounts_and_transactions, a_2018_release_of_quicken_for_windows active 25 15 4 comment 7706617 Quicken Server Issues 2018-03-20T18:48:12Z 2018-03-20T01:53:46Z Scarletlocs joean_e_james Error Code CC 501; Hi, Since yesterday about 6-7PM, the quicken server has the cc 501 code on ALL my accounts. Credit Cards and Banking. Does anyone know when this will be resolved? problem complete 15 3 1 comment 7705443 Requesting verification of exactly what the "Data Access Guarantee" means 2018-03-20T18:41:07Z 2018-03-17T17:29:44Z Robert Gordon robert_gordon_a8a8k86eicp6c On March 13th I received E-mail from Quicken advising me of a "40% off" deal to upgrade to Quicken 2018.&nbsp;&nbsp; There was a link in the E-mail to a Quicken article titled "What is the Quicken Data Access Guarantee?"&nbsp;&nbsp; What I got from that article is that if I subscribe to Quicken 2018 (or later releases) and don't want to renew the subscription, I can continue to use all of Quicken's features except downloading (or uploading) data.&nbsp;&nbsp; That would work for me since I've never used any of those features in Quicken (it's basically an online check register and reporting tool for me).&nbsp;&nbsp; However, I would never upgrade to a subscription version of Quicken that just stopped working altogether if I didn't renew the subscription.<br /><br />So...if I upgrade to Quicken 2018 but don't renew the subscription when it expires, I can continue to use Quicken 2018 as I've always used Quicken (check register only; no uploads/downloads).<br /><br />Sorry if this has been beaten to death but given the number of E-mail offers I've received from Quicken I'm guessing that a lot of Quicken users are skeptical of this new subscription service.<br /><br />Rob question active 4 6 1 comment 7707015 Upgrade from H&B 2016 to 2018? 2018-03-20T18:41:02Z 2018-03-20T17:36:15Z rck26 rckahn I currently use 2016 Home &amp; Business. Will I lose any functionality if I upgrade to 2018? Is this upgrade recommended?<br />Thanks for any comments/feedback. question active 2 4 1 comment