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simple complete tracking and linked checking — Quicken I left simple tracking on the retirement accounts No linked checking and I'm not really using Quicken to manage them and don't need detail on each dividend in Quicken Interestingly, the Fidelity IRA had a money market position, but Merrill Lynch's had neither cash nor money market So I suspect that the brokers are part of the problem
Savings account got set up as Checking. Can this be changed . . . - Quicken Under Account Details, this is shown as a Checking Account But it is really a Savings account I just set up One Step Update for this account and Quicken did not prompt me to match the download with an existing account, and I suspect the Account Detail is the issue
Confused - just want to use Quicken as a checkbook register. To access Quicken Help simply press the F1 key from anywhere in Quicken (or click Help in the Menu bar, then click Quicken Help) Or use the Search tab to search using keywords, e g , "buy security" Some Quicken view screens may have a blue (or yellow) button with a question mark Click it to get view - specific help
Checking account balance is wrong - Quicken Thank you for the reply I haven't downloaded transactions from my checking account since August When I downloaded the qfx file I noticed that the balance is off After troubleshooting, it would seem that Quicken isn't importing all of the transactions compared to the paper statement I use Eglin FCU Any help is appreciated
Is it possible to change the bank for an existing Quicken account? I am changing banks after 20+ years of transactions in existing Quicken checking and savings accounts I would prefer to keep all of this history in one place and not create new Quicken accounts Is it possible to change the bank account info for an existing Quicken account?
How to enter a single deposit consisting of two or more checks - Quicken THEN, when you actually deposit them, record a transfer from that UC account to your checking account Q user since February, 1990 DOS Version 4 Now running Quicken Windows Subscription, Business Personal Retired "Certified Information Systems Auditor" Bank Audit VP
Change Account Type — Quicken Hi @RLBernier Unfortunately, you can't just change the "account type" from checking to savings But, the workaround for that would be to: 1) make a backup of your file (in case something goes wrong) 2) create a new account in Quicken - setup from the beginning as a "Savings" type, 3) then you can move the transactions from the current "Checking" type account to the new account
How do I pair credit card payments from to Checking Account . . . - Quicken The payee in the Checking Account is the name of the checking account in brackets (indicating a transfer into the same account) I am pretty sure the payee should be shown as a transfer to the credit card (i e [Amazon Visa]) but if I change it it does not match up with the corresponding transaction on the credit card register (maybe because
Paying a credit card with a linked checking account — Quicken To record a transfer in Quicken, you enter the credit card's register name in the Category field, enclosed in [square brackets], e g , [ABC VISA] When done in the checking account, you will have a "linked pair of transfer transactions", one in the checking account, the other one in the credit card account register pointing to each other's
Check Pay - Quicken Go into the Bills Income tab's Bills, Income Transfers view to check if Quick Pay and Check Pay through your bank's checking account is enabled Click the Settings gear icon and select "Payment Accounts" Look thru the list for your checking account and see if you have checkmarks for both "Enabled for Quick Pay Check Pay" options