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Link Schwab brokerage account to Quicken Deluxe 2016. It is
link Schwab brokerage account to Quicken Deluxe 2016 … read more
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Expert
I am trying to download credit card data into my quicken
I am trying to download credit card data into my quicken account and it told me to contact you. … read more
Expert
Expert
How can I enter a new account in an investment file for a
How can I enter a new account in an investment file for a brokerage account already in existence? No cash is being moved. Quicken always wants to know which account the money is coming from… read more
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Robert M.
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I have used Quicken for years. I cannot seem to setup a linked
I have used Quicken for years. I cannot seem to setup a linked checking and investment acct so that I can reconcile manually the statements. Could you please give me the steps.… read more
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I have quicken 2009. I need help downloading transactions from
I have quicken 2009. I need help downloading transactions from bank into quicken. I did a download yesterday and i got 130 transactions into wrong account in quicken. thanks XXX-XXX-XXXX john… read more
DrQuickBooksnQuicken
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Im unable to download one account from my TD Bank accounts.
I'm unable to download one account from my TD Bank accounts. Using Quicken 2010. Can't find the instructions stated in help. This problem just started. I need help from a real person on the telephone.… read more
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DrQuickBooksnQuicken
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Quicken portfolio download from schwab - some securities have
Quicken portfolio download from schwab - some securities have no price and the account balance is deficient. There is a small L in the left corner of the price box....help?… read more
DrQuickBooksnQuicken
DrQuickBooksnQuicken
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Had downloaded my financial info for August 2011. Half of
Had downloaded my financial info for August 2011. Half of my main IRA account did not show up on register although I was able to reconcile the account. Is this going to be an ongoing problem? Getting … read more
DrQuickBooksnQuicken
DrQuickBooksnQuicken
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I discovered on my own how to manually enter transactions to
I discovered on my own how to manually enter transactions to my morgan stanley checking acct, but it requires me to click on "new" each time I want to enter a transaction. that is an unwelcome extra s… read more
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Robert M.
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my year end is done and i want to link the td to my new account,
my year end is done and i want to link the td to my new account, but the transactions are downloaded to the old account. does not show link to new account. bj… read more
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I need to manually input 2010 data for US Bank Acct. as they
I need to manually input 2010 data for US Bank Acct. as they only download for 90 days. Tech from Bank said, I can go to file on the Quicken 2010 Deluxe site & do a new "file" vs. account where I have… read more
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I just downloaded Quicken for Mac 2010 then downloaded my account
I just downloaded Quicken for Mac 2010 then downloaded my account information since Jan 1, 2010 from my Merrill Lynch account. The total dollar amounts are showing in all accounts as are the stocks in… read more
Robert M.
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Problems with Quicken 2010. I had quicken 2009 and operated
Problems with Quicken 2010. I had quicken 2009 and operated as follows: All repeating payments from the bank account were entered in the reminder file. I set up and paid all bills through Chase Bank A… read more
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I have data on my PC (quicken 2007) and want to transfer to
I have data on my PC (quicken 2007) and want to transfer to apple product. Is this possible and can I access the brokerage transactions with the apple program.… read more
Robert M.
Robert M.
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my quicken program through Bank of America is not working correctly.
my quicken program through Bank of America is not working correctly. Thia morning I tried to download my 2 accounts in Quicken and that was fine - but from December 31, 20-09 I had no entries of trans… read more
DrQuickBooksnQuicken
DrQuickBooksnQuicken
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705 satisfied customers
I attemped to bring my register up to date a few days ago.
I attemped to bring my register up to date a few days ago. I had posted it through July, 2009. The monitor showed my checking account through November, 2007. It did not reflect 2 1/2 years of entries … read more
Robert M.
Robert M.
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How do I transfer the accumulated transaction history of 3
How do I transfer the accumulated transaction history of 3 mutual funds held in a Fidelity only account to a new Fidelity Brockerage account? Quicken will allow 90 days transactions, but I will lose a… read more
Robert M.
Robert M.
Consultant
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Why wont my BOA Checking Acct.Transactions download to my
Why won't my BOA Checking Acct.Transactions download to my Quicken 2010 Acct. Register - since 5/15/2010. BOA could not answer this question. My phone # XXXXX XXXXX Verdelia Scott.… read more
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Expert
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Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

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