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Installing my TDAmeritrade Institutional Tax Information
Installing my TDAmeritrade Institutional Tax Information account###-##-#### the Gross Proceeds of my account of less than 4,000 show 89,751 and Gain/Loss 62,093. Received later for clarification from … read more
Guru Raj
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Trying to add a Target RED credit card to Quicken 2016.
Trying to add a Target RED credit card to Quicken 2016. Account is recognized but transactions do not download. Please advise. I tried entering it as Target Guest Card and also Target National Bank bu… read more
Robert M.
Robert M.
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I am using Home and Business, addition 2016. I am attempting
I am using Home and Business, addition 2016. I am attempting to sell a security, I select the asset account under Investments. I select the "transaction" selection. I enter the date, under action I se… read more
Robert M.
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Tracking US series EE Savings Bonds in Quicken 2015. I have
Tracking US series EE Savings Bonds in Quicken 2015. I have read many articles on the Internet, including Intuit's tutorials. I still can't figure out how to do this. I have over a hundred of them, pu… read more
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I need a way to convert QuickBooks data into Quicken. I 't
I need a way to convert QuickBooks data into Quicken. I don't mind if it's a little complex but manual re-entry is not an option.… read more
Robert M.
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How do I get a purchased bond to show as "BoughtX"
How do I get a purchased bond to show as "BoughtX" using funds from my cash account. Previous bond purchases are displayed that way. This new one shows no funding source ? The bond is in the correct i… read more
Expert
Expert
When I part sell a security holding (Australian shares) I would
When I part sell a security holding (Australian shares) I would like to nominate which lots I am selling but that option no longer appears as it used to in Quicken in previous versions. I am now using… read more
Robert M.
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Is there a good way to track stocks (individual securities)
Is there a good way to track stocks (individual securities) and their current values using QuickBooks (however, not using Quicken), either built in to the application or via another mechanism? My wife… read more
R. Klein, EA
R. Klein, EA
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How do I identify the last valid backup file of Quicken 2011
How do I identify the last valid backup file of Quicken 2011 to install a new 1012 Quicken update? The 2011 file is missing transactions from Oct 10,2011 because of Wells Fargo bank problems. I can't … read more
DrQuickBooksnQuicken
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705 satisfied customers
I am using Quicken 2011 and am trying to manualluy reconcile
I am using Quicken 2011 and am trying to manualluy reconcile my investment account. It is a rollover account now converted to a mutal fund. How do I reconcile the change in value? For example, I it st… read more
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I have used Quicken for windows for many years. Yesterday I
I have used Quicken for windows for many years. Yesterday I bought Quicken for Mac. I've imported the financial information into the Quicken for Mac. I've connected the new program to my bank accounts… read more
Robert M.
Robert M.
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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
DrQuickBooksnQuicken
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I have entered my investment accounts in Quicken years ago,
I have entered my investment accounts in Quicken years ago, but got off track in 2007 or so. I have a back up for my IRA from 1992 (27 pages) and one for my TOD account from 2006 (19 pages). I do not … read more
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I have quicken 2011. Downloaded transactions successfully but
I have quicken 2011. Downloaded transactions successfully but they do not appear for me to enter into register. How do I resolve this issue.… read more
Kevin
Kevin
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High School or GED
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downloaded from my finanical institution and quicken put a
downloaded from my finanical institution and quicken put a placeholder entry - the way I read placeholder info quicken does this as there was not enough money/shares there but there is - I have tried … read more
Robert M.
Robert M.
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Bachelor's Degree
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How do you resolve placeholder entries in quicken This happens
How do you resolve placeholder entries in quicken? This happens when downloading transactions from investment bank.… read more
Robert M.
Robert M.
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I am having a problem converting (exchanging shares) a Vanguard
I am having a problem converting (exchanging shares) a Vanguard Index shares to Admiral shares on selected accounts. "remove shares" does not work because it automatically changes the transaction to a… read more
Robert M.
Robert M.
Consultant
Bachelor's Degree
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In reconciling my bank statement I founded that the journal
In reconciling my bank statement I founded that the journal entries that i input are not recording. I have checked the G/L and all my financial statement and founded the balance the same. Thanks… read more
Expert
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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