| Subject | Date Asked |
|
| Transferring funds between categories in QUicken 2009 | 1/5/2009 |
Q: I am new to Quicken having just purchased 2009 version and have encountered an issue with Quicken. ...
A: At the top of the check register, there is a button to transfer funds (between accounts). Once you ...
|
| Setting up a budget for Quicken 2005 | 1/2/2008 |
Q: I have been using Quicken 2005 for eight months and I would like to set up a budge that will reflect ...
A: There are four possible versions of Quicken 2005, each of which has their own fuctions and features. ...
|
| Setting up a budget for Quicken 2005 | 12/31/2007 |
Q: I have been using Quicken 2005 for eight months and I would like to set up a budge that will reflect ...
A: The easiest way to do this is set up a budget where Quicken uses 2007 expenses as the basis for ...
|
| Quicken 2004 deluxe | 6/11/2007 |
Q: 1. I want to import excel data into Quicken 2004 deluxe. I have years of data that was exported out ...
A: I believe you were told incorrect information. You cannot export from excel into Quicken 2004. You ...
|
| Quicken Budget | 5/10/2007 |
Q: I have Quicken 2006 Basic Release. How do I show a budget report in Quicken that will include all ...
A: If you are looking for budget data only, there's not much flexibility in Quicken and you can't show ...
|
| Undo of Stock spin-off | 4/7/2007 |
Q: How do you undo a stock-spinoff? I entered it twice in Quicken 2004? ANSWER: The is no way to undo ...
A: My answer was based on a much more complicated type of spin-off where a stock has been reinvested ...
|
| Quicken Billing Customers | 3/29/2007 |
Q: I have been using Quicken for several years now for checkbook purposes only. I would now like to ...
A: The invoicing feature is only available on the Quicken Premeier Home and Business Edition. It does ...
|
| QUicken MAC vs PC | 3/19/2007 |
Q: I am about to purchase Quicken delux and was wondering whether the PC version is better than the ...
A: There is absolutely no question about this. The PC version is by far quite more robust than the mac ...
|
| Restoring data from older Quicken version | 2/26/2007 |
Q: I'm wanting to restore data from and old version of Quicken that I've been using until now (I'd say ...
A: The easy answer is any current (or newer) version of Quicken can grab older versions of data. So ...
|
| Edit the opening balance, how to | 2/22/2007 |
Q: Evan, I added a register named "shareholder distributions" with an opening balance of "0". I now ...
A: Go to the first transaction in the account, which says opening balance. Scroll over to the balance ...
|
| Quicken | 1/8/2007 |
Q: I am new to Quicken and have a question. My previous system for budgeting personal finance, expense ...
A: There are a few different ways that this happens. To use your example, the $75 is not added to the ...
|
| Quicken Interface with Banking | 12/9/2006 |
Q: "Hi, I’m pretty new at all this so please bear with me, does this software interface with my ...
A: Toanswer the first question, Yes it does interface with your bank. You must inquire with USBank in ...
|
| Restoring Quicken after PC Crash | 12/2/2006 |
Q: My hard drive has been replaced, the lab saved all my files and are visible by me. What steps do I ...
A: It's pretty simple. You must locate the file name from the directory in which the file is located. ...
|
| Transferring Data | 11/30/2006 |
Q: I spoke to my client this morning and he's very upset, yet he can't give me very much information ...
A: I don't think I have enough details yet between you and your client to give you the step by step ...
|
| Transferring Data | 11/29/2006 |
Q: I am a fairly new user of Quicken 2005, using Windows XP. I entered data for a client last year, ...
A: It is very hard for me to give you a clear answer without having more information. What did the ...
|
| Reporting Return of Bond Money | 11/18/2006 |
Q: Can you tell me how to correctly report the return of capital from an investment in a bond. I just ...
A: Presumably, the bond is recorded as an investment in an investment account. Since the bond has ...
|
| Upgrading Quicken | 11/11/2006 |
Q: Since, as you say, the newer version of Quicken is an advantage only if I use the download features ...
A: Certainly, the option to upgrade is a personal one and one that you should decide based upon your ...
|
| Upgrading Quicken | 11/10/2006 |
Q: This is sort of a multiple question. #1 - I have an older version of Quicken...2000....which has ...
A: Wow, lots of questions. Let me try and answer them in a clear manner. Quicken does not support ...
|
| Quicken P&L Report Showing Different Total | 11/4/2006 |
Q: At work we all make entries into the same Quicken file, and the P&L saved report (by month) lately ...
A: What you are asking me to do is almost impossible. Ideally the process needs to be redesigned and ...
|
| reconcile mistakes | 10/6/2006 |
Q: I would like to know if you can undo a reconcile for two months prior. My daughter was doing it for ...
A: Conceptually, this can be done manually, but from a practical perspective, it is very hard to do. ...
|
| Quicken for multiple users | 9/26/2006 |
Q: My daughter has been handling the personal bookkeeping for several people. She pays their bills, ...
A: I have a business specifically designed around one of these aspects so Quicken can help automate ...
|
| How to do a journal entry | 9/2/2006 |
Q: I use Quicken 2006 for property management. A tenant rents one of our property for $1000 a month. ...
A: First of all, Quicken is not capable of recording journal entries. However, that's not to say you ...
|
| Follow up Question on Reserves in Quicken | 9/1/2006 |
Q: Greetings, I read the string from earlier in 2006 about setting up reserves. I am still struggling. ...
A: First of all, let me say you are already reaching the limits of the programs capabilities, so it is ...
|
| Double entry of net pay | 8/29/2006 |
Q: I am using Quicken 2007. I KNOW that this is a stupid question to which there is an obvious answer, ...
A: The only thing that I can think of is the order of operation. If the bank account activity is ...
|
| Reconciling | 8/26/2006 |
Q: I have been using Quicken since 1998 and I am currently using the 2001 deluxe version. At some ...
A: You may not like the anser but the only way to fimd the discrepancy is to go back and find out when ...
|
| Downloaded vs Scheduled Paychecks (Quicken '05) | 8/26/2006 |
Q: My question is similar to that asked by Brian on 3/9/06. I've been searching (in vain) to determine ...
A: There are a couple of behavioral things you need to be made aware of with Quicken so that you can ...
|
| Quickbooks/Quicken | 8/24/2006 |
Q: I have been doing some work for a company by setting up their computers & network and they are using ...
A: The only thing I can think of as to why this is taking so long is because the validation of the data ...
|
| Download transactions with multiple enties | 8/12/2006 |
Q: When I download my bank transactions they only download a single entry [e.g. salary] vs. [e.g. ...
A: This is caused by transactions recorded on a gross vs net basis. To a financial institution, they ...
|
| Automatic reconcile | 8/10/2006 |
Q: When I use the reconcile function in Quicken 2005 Premier Home & Business, items that have cleared ...
A: It cannot be done and I'm not sure why you would want to turn it off. When you download the ...
|
| Quicken vs Quickbooks compatibility | 8/9/2006 |
Q: I have Quicken De Luxe 2005 and Quickbooks Pro 2003. Is Quickbooks 2003 able to read the Quicken ...
A: I would highly ddoubt that a Quicken 2005 data file can be read into Quickbooks 2003. They do have ...
|
| Recording taxable cash sales | 7/20/2006 |
Q: I have Quicken 2005 Premiere Home and Business R5. I have never used the business aspect of it to ...
A: Quicken is not designed to track sales tax. As your business sophistication grows, Intuitwould make ...
|
| Multiple companies | 7/18/2006 |
Q: I am the treasurer for a non-profit foundation that manages a student rental property on a college ...
A: Without knowing specifically what functions you need (I am unfamiliar with MoneyCounts), it would be ...
|
| Quicken 2005 - backup | 7/14/2006 |
Q: When I go to backup my files, why does Windows (I have Windows XP Home Edition) Installer start, and ...
A: problem is not a unique one. I have the same problem. It's not an issue with the operating system, ...
|
| Setting Up An Account | 6/29/2006 |
Q: I'm trying to set up a Quicken account to track checks and deposits. My confusion arises because the ...
A: The starting process is that you must reconcile your bank statement as of a point in time so that ...
|
| Establishing reserve accounts | 6/29/2006 |
Q: It is the same account number that can be used as both a savings and a checking account. The bank ...
A: So if i understand this, one account will be for reserves and the other will not be. This is a very ...
|
| Quicken Accounting Software | 6/28/2006 |
Q: We have formed a small non-profit organization and I'm the Treasurer. I need to know what software ...
A: There are actually many programs that are user friendly. It is hard for me to tell you which one is ...
|
| Certified Payroll | 6/22/2006 |
Q: My boss is a general contractor, he currently has the Quicken 2005 program. There are times that ...
A: Quicken is not designed to do job costing and it is difficult, but not impossible. So the challenge ...
|
| Quicken | 6/19/2006 |
Q: The biz I have is a corporation. And if Quicken doesn't have a G/L or T/L, should I instead use ...
A: There are quite a few differentiators between the two products. It's more a question of what you ...
|
| Quicken | 6/19/2006 |
Q: Before I place an order on purchase Quicken for my small service business, I would like to find out ...
A: Don't place that order just yet. Quicken is not a general ledger. It cannot producr a general ...
|
| category files | 6/10/2006 |
Q: i have quicken 2004. i have an account in it that i use to manage by checkbook. i've created an ...
A: My first question is why did you create a new quicken file rather than an new account within the ...
|
| reconciling mastercard in quickbooks | 5/6/2006 |
Q: I have tried to reconcile my mastercard in my quickbooks business program but can't get it to a zero ...
A: You are asking me to take a guess at to what might be wrong with your data. This is very hard to do ...
|
| How to enter a merger in Quicken? | 4/16/2006 |
Q: I am using Quicken for Mac 2005, version R4 I am trying to figure out how to accurately enter a ...
A: There is an option on the menu when you enter a transaction to enter a Corporate Spin Off, which is ...
|
| uninstalling Quicken 4 | 3/30/2006 |
Q: I have the old Quicken 4 and I want to uninstall it. When I go to add/remove tools it does not come ...
A: What makes you think it's still there. If you don't see it in program files, then the software is ...
|
| Quicken Conversions | 3/24/2006 |
Q: Evan, I started with Quicken for Dos and I really liked the simplicity of it for just bookkeeping ...
A: Been very busy with tax season; sorry for the delay in responding. WOW! You've said a lot here. ...
|
| Quicken Paycheck setup question | 3/9/2006 |
Q: Evan, Thanks for being available for the Quicken help. I am a 2 year user now, with the 2005 ...
A: First of all, this is somewhat difficult to answer without knowing more information. Let me try and ...
|
| quicken simple payment - tax classification | 3/8/2006 |
Q: I am using quicken home and business - i use a payroll service and I withhold employee contributions ...
A: There is no tax line to assign it to since it is not effected by your taxes. This is your liability ...
|
| Balance sheet - Financial Statement | 2/21/2006 |
Q: I am considering buying Quicken or MS Money. Does Quicken or Money Premium have a Balance sheet - ...
A: First of all, let me say that in effect, both Quicken and MS Money provide you with he ability ro ...
|
| Direct Deposit | 2/17/2006 |
Q: I am needing to pay 1099 vendors with direct deposit. How do I go about that? Electronic Funds ...
A: As a general rule, what you are saying is correct. However, I offer a branded payroll service that ...
|
| Quicken for Mac | 2/16/2006 |
Q: I have not used personal finance software before and think it is time to do so. We live in ...
A: Your question is a complicated one. First of all, there is no wat to track multi-currencies. Your ...
|
| I bonds and Quicken | 2/6/2006 |
Q: We are using Quicken 2005 to track our portfolio. We have some of our money in I bonds and can't ...
A: Here's how you should do it (from the menus). Investing Menu Security List Add New Security (Give ...
|
| Backing up Quicken | 2/2/2006 |
Q: I am trying to back up my Quicken database to a USB flash drive. It worked for a few weeks but now ...
A: I do not believe your issue is that the drive is write protected, but rather the old files on the ...
|
| Quicken Basic 2004 | 12/25/2005 |
Q: I cannot figure out how to import my info from my exported bank accounts into the quicken folder. It ...
A: Not sure I understand this. You exported your bank account activity (from the bank) and now you ...
|
| Quicken 2003 Business & personal | 12/4/2005 |
Q: I have Quicken 2003 Business & Personal installed on my desktop with XP. The quicken data files are ...
A: This problem is a result of a table synchronization issue within the data file. There is an option ...
|
| Investment portfolio | 11/15/2005 |
Q: I am a Trust manager for a local government. My staff and I manage investment of funds entrusted to ...
A: There is a lot to discuss with this. I have a business that touches on this and it all comes down ...
|
| Downgrading | 11/13/2005 |
Q: I used Quicken 99 for years with no problems. I upgraded this year to Qkn 2005 and it has tremendous ...
A: There is more backwards compatible utility to go back to Quicken 99. Do you have a backup of the ...
|
| TRANSFER FILE | 10/22/2005 |
Q: I hve quicken basic 2005 and need to transfer my personal information from one file to another one. ...
A: I'm not sure I understand what you are asking. Are you talking about the transactions (when you say ...
|
| Quicken 2005 | 10/11/2005 |
Q: How do I handle a stock split with a fractional share with cash in lieu of the fractional share?
A: You actually have to record this as two transactions. When you enter a new transaction, on ...
|
| Printing Checks | 10/8/2005 |
Q: I have Quicken 2002 and am trying to print checks. The Help guide tells me to go to Menu>Print ...
A: When you enter checks into the register, the second column is reserved for check number. It is in ...
|
| conversion of quicken 2000 deluxe to 2006 premiere | 10/3/2005 |
Q: i am in the process of the above referenced conversion...i have imported the old data files to the ...
A: Before I quote a price to you, I need to first make sure I understand the scope of the work ...
|
| Monthly Balances in Reports | 9/29/2005 |
Q: I have an account with lots of classes. If I let QUicken 2004 subtotal all classes by month, it will ...
A: I don't think quicken intended for classes to be used the way you are using them. Is there any ...
|
| Quicken Budget Feature | 9/27/2005 |
Q: Quicken V2004 Premier HOme and Business Is there a way of assigning a fixed budget amount to a ...
A: When you use the budgeting feature of quicken, there are two ways to set it up. One is to let ...
|
| I have upgraded to Quicken... | 9/23/2005 |
Q: I have upgraded to Quicken Premier Home & Business 2005 and can not make my check categories remain ...
A: Your problem is not uunusual. I have had similar frustrating experiences that you are mentioning ...
|
| downloading credit card statements | 9/23/2005 |
Q: I download Bellsouth credit card information into the quicken register for that credit card. ...
A: First of all, before you do anything I would suggest you go to a backup file if you have a recent ...
|
| Starting over | 9/19/2005 |
Q: After keeping track of our checkbook register in Quicken things have lapsed. We lost our checkbook ...
A: I would definitely leave things as is and try and catch up. Most banks actually keep 90 days of ...
|
| Quicken 2003 Premier | 9/12/2005 |
Q: I can't figure out how to find an old Reconciliation Report, much less print it. I know there's a ...
A: John, The reconciliation reports are not stored, so there is no way to get that report back. ...
|
| QUICKEN 2005 LOST DATA | 9/10/2005 |
Q: RE: QUICKEN DELUXE 2005 - WHEN I SIGNED ON I HAVE LOST 4 MONTHS OF DATA. I TRIED TO "RESTORE BACK ...
A: Are you talking about your quicken data file? 4 months missing? This is very odd as I have never ...
|
| Quicken recording sales tax | 8/18/2005 |
Q: i have Q personal & business 2003 edition can it record and breakout sales tax quarterly making it ...
A: Yes, the category is predefined in home and business. The challenge is understanding how the ...
|
| quicken Mac 2004 | 8/10/2005 |
Q: my bank checking account disappeared from the screen. the name appears on the toolbar, but the ...
A: The only thing that I can think of is to go to the account list, click on the manage accounts tab, ...
|
| Quicken 2003 Premier | 8/9/2005 |
Q: I download bank statements and debit card transactions frequently, and I've got a lot of recurring ...
A: The purpose of the memorized transaction is for quicken to remember a recurring paymnet so that you ...
|
| quicken program | 8/8/2005 |
Q: Am I able to save my different catagories, such as cash, checking, etc. on a CD? I used a floppy on ...
A: You can back up a file on to a CD or export a report out of quicken into excel or a text file. Your ...
|
| Quicken 2005 Cash Flow Report Problems | 7/31/2005 |
Q: I'm trying to generate a cash flow report that only includes inflows and outflows. It seems all the ...
A: I think as long as you are recoding the details, you should be able to generate a report of what you ...
|
| Quicken 2005 | 7/26/2005 |
Q: I am disappointed in your response to my two Quicken 2005 questions sent over the weekend. You ...
A: I understand your frustration since you are unable to solve your problem. However, you must be ...
|
| quicken register | 7/22/2005 |
Q: help! :). i have just started using quicken 2004. used to use 98 yrs ago. i typed in all the data ...
A: If you downloaded the transactions from the bank, you have to review and accept them into the ...
|
| accounting | 6/21/2005 |
Q: Can you please explain me that what is the difference between bad debts and provision for doubtful ...
A: Depending upon the circumstances, the terminology can be used to refer to the same thing. If they ...
|
| Quicken 2005 backup | 6/16/2005 |
Q: Why does Quicken 2005 give me a message that diskette is full, try another when I am trying to ...
A: There are actually two issues here: Does the disk have other files on it or just the quicken file. ...
|
| Quicken 2004 | 5/19/2005 |
Q: Went from 2002 to 2004. Now one when I try to enter transactions in one brokerage account the ...
A: I think your problem is a simple one. Quicken believes that your account has only one security ...
|
| Restore Backup Quicken Deluxe 2005 | 5/9/2005 |
Q: I have installed Quicken Deluxe 2005 on my Desktop(WindowsXP) & Laptop (Windows98) I had Deluxe ...
A: The last time the file was used (presumably to make the backup), the permissions of the file were ...
|
| restoring backup | 4/28/2005 |
Q: I had a hard disk crash and have reinstalled Quicken 2000. However it will not recover my backup ...
A: There is a lot more information that I would need to ask in order to understand this better, but I'm ...
|
| Quicken home page | 4/27/2005 |
Q: In my portfolio on Quickens home page, I inadverdantly entered the same portfolio under two slightly ...
A: I'm not sure if this is a feature supported by Quicken Basic, but go into the Securities List and ...
|
| COMPIERE ERP/CRM | 4/26/2005 |
Q: Hai, I am just doing a survery on ERP & CRM software. I am only focusing on COMPIERE ERP/CRM ...
A: I am quite familiar with both ERP and CRM solutions, having spent many years working in the BI ...
|
| Quicken import/conversion | 4/24/2005 |
Q: I'm sure you've heard about the shortcomings of getting all Quicken for Mac data into Quicken for ...
A: What I do know is that the historical prices cannot be placed into a QIF file, because they are ...
|
| year end copies and archiving | 4/15/2005 |
Q: I have been using Quicken since 1997 and have never archived any previous years data. I'm ...
A: File size should really not be an issue. It's RAM that you have to think about. Certainly, ...
|
| year end copies and archiving | 4/15/2005 |
Q: I have been using Quicken since 1997 and have never archived any previous years data. I'm ...
A: You cannot spearate all years. You can do a year-end rollover, which will basically archive the pior ...
|
| Budgeting in Quicken 2005 | 4/2/2005 |
Q: I'm a long time Quicken user and am currently using Quicken 2005 Premier. I'm not clear on how to ...
A: Yes, real simple. Take property taxes as an example. Assume for a minute that you make 2 payments ...
|
| Budgeting in Quicken 2005 | 3/27/2005 |
Q: I'm a long time Quicken user and am currently using Quicken 2005 Premier. I'm not clear on how to ...
A: There is clearly another option, but it is much more complicated. It is basically converting over ...
|
| CD's in Quicken | 3/22/2005 |
Q: I think this question applies to all version of Quicken, but I am working with Quicken Deluxe 2005. ...
A: The best way (and really the only way) to track CD's is to set up an account called CD's. The you ...
|
| 403(b) accounts in Quicken 2005 | 3/21/2005 |
Q: I want to track a 403(b) plan using Quicken 2005. Both I and my employer make contributions to the ...
A: When yu first set up the 403b in Quicken, you will be prompted with a list of questions. One will ...
|
| QIF File Layout | 3/15/2005 |
Q: I am trying to load into Quicken (Quicken 2003 deluxe Release 1) a lot of data (accounts, classes, ...
A: As memory has it, since I have not done this lately, there are a few things to consider. One...what ...
|
| Quicken 2005 Reinvesting dividends | 3/14/2005 |
Q: My previous version, 2001, allowed me to record reinvested dividends which also had a service charge ...
A: You are absolutely correct about this. Quicken took this feature away in 2004 forward....who knows ...
|
| mutual funds calculation | 3/11/2005 |
Q: I was suggested to use Quicken for my mutual funds calculations (ref to purchase price, dividende, ...
A: Quicken is by far the best and most widely used software to do what you want. However, I do not ...
|
| Quicken2003 basic | 2/20/2005 |
Q: Each time I enter in a payee, an arrow comes up listing all the transactions that have been entered. ...
A: The payee resides on the memorized transaction list. Delete it off this list and it will not longer ...
|
| Quickbooks inventory data available offsite? | 2/12/2005 |
Q: I plan to use Quickbooks Premier/Mfg. for my new distributor business. I know I can get real time ...
A: The answer is that the report is possible to set up but may not be the most ideal as it requires it ...
|
| Liability accounts | 2/11/2005 |
Q: I have followed the directions from two different books on how to use liability accounts to keep ...
A: Gary, You're question is one I've heard many times before. You did not indicate what version you ...
|
| Best accounting software for my purpose? | 2/6/2005 |
Q: I am starting a small (1 person) business. It will be a corporation in California in the Real ...
A: Mike, I would love to help you but there are many questions that I would need to ask you many more ...
|
| Quicken Budget - differences in budgting? | 2/5/2005 |
Q: I used to have Quicken Deluxe 6 and used it to track our household budget and purchases. I upgraded ...
A: Yoy have to change your preferences. Go to Tools, Preferences and on start-up, specify, Cash Flow ...
|
| Scheduled transactions | 1/31/2005 |
Q: I am using Q2005, but I think this problem is common with past versions. I have solved this problem ...
A: Now I understand. In Quicken 2005, there is no way to do this. If you had created the scheduled ...
|
| Record Keeping | 1/30/2005 |
Q: I am a licensed acupuncturist and plan on giving the "paid online surveys" thing a whirl. If the ...
A: This is what my business is all about. The problem is thereis much more information I need to find ...
|
| Q2003/Brokerage Transfer | 1/29/2005 |
Q: Evan: I have Quicken 2003 Release R 3 running under Windows XP SP2. I have just transferred my ...
A: Here's a better way. This assumes all of the information in Quicken is detailed and accurate at ...
|
| Quicken budget and savings process | 1/29/2005 |
Q: If we want to budget $100 dollars per month for Christmas, how do we account for it in Quicken? I ...
A: A budget is nothing more than identifying an expense that you are planning to incur. As a result, a ...
|
| Scheduled transactions | 1/27/2005 |
Q: I am using Q2005, but I think this problem is common with past versions. I have solved this problem ...
A: Does your IRA hold only one security or many? If it holds one, you can do this easily by setting up ...
|
| Cannot balance after switch to electronic download | 1/22/2005 |
Q: Since discovering that I can download account records from my credit union, I have not been able to ...
A: Not sure I understand the issue. Reconciling goes hand in hand with the automated download ...
|
| Quicken Investment Accounts | 1/18/2005 |
Q: I am totally confused with the 2004 investment changes. In my brokerage account, I have Mutual ...
A: So if I understand what you are looking at, your investment account has 2 separate accounts in your ...
|
| recording bank service charges | 1/18/2005 |
Q: When you reconcile the bank statement and put the service charge in the reconcile window, it doesn't ...
A: When you are at the reconcile window and you populate bank fees in there, it will automatically ...
|
| Printing Product info sheets with invoices | 1/18/2005 |
Q: I am trying to find a method, add on, or other way to print out product information sheets that I ...
A: Let em ask you one question. Are most of your orders originating over the web? If so, did you ever ...
|
| Quicken file extentions? | 1/10/2005 |
Q: A friend emailed me a quicken file as an attachment. It has a file extension of .dat which I have ...
A: Your friend did not send the right files to you. You actually need a few files to successfully load ...
|
| Quicken credit card | 1/5/2005 |
Q: I would like your recommendation for use of quicken credit card to download into my quicken accont. ...
A: Just about all banks provide you with the ability to load your transactions into quicken. My ...
|
| Quicken and US Savings Bonds | 1/4/2005 |
Q: I am using Quicken 2005 Mac OS X. I am having a real hard time understanding wether or not Quicken ...
A: Quicken can indeed track US Savings Bonds. However, I use the Savings Bond Wizard as the "source of ...
|
| Quicken - same mutual fund in different IRA accounts | 1/3/2005 |
Q: Good evening, I'm using Quicken Deluxe Version 2002 and have a question on investment accounts. My ...
A: What does the download do incorrectly. You have separate accounts so the update should be strictly ...
|
| Downloading Data from Financial Institutions | 12/8/2004 |
Q: I want to resume downloading transaction data into my securities portfolio after a 3 year hiatus (I ...
A: I'm not sure you're able to do this. This is not a Quicken issue, but a Schwab issue. Most ...
|
| splitting two accounts for category report year end | 12/6/2004 |
Q: My two accounts are always combined when I request a category report. Can you walk me through ...
A: Unfortuately, I can't walk you through it since that version is pretty old and I don't remember the ...
|
| can you import a tab delimited file into quicken | 12/1/2004 |
Q: is there a way to import a tab delimited file into quicken? Not sure was version of quicken the ...
A: There is no way to import a tab delimited file. However, if you know what you're doing, you can ...
|
| Quicken 2003 and AMT | 11/30/2004 |
Q: I exercised some options this year (as a buy and hold), and I expect to be required to pay the ...
A: I too share your concern in this instance as I believe Quicken does not calculate AMT correctly. At ...
|
| Share price history | 11/29/2004 |
Q: Is there a way to import share price history's into my portfolio of shares (back say 1 year). I ...
A: No need to do the import. When you do an update of stock prices, it automatically downloads share ...
|
| Old Accounts | 11/23/2004 |
Q: Evan, I manage a small breakfast club where individuals are prebilled quarterly for meals and if ...
A: Bud, Quicken is really not designed to do this. While there are a couple of ways I can track it, ...
|
| Quicken program | 11/20/2004 |
Q: ------------------------- Thanks for the reply and I apologize for not responding sooner. I still ...
A: Without seeing what this looks like, it is very hard for me to troubleshoot this for you. If you ...
|
| Quicken program | 11/15/2004 |
Q: I have Quicken 2003 New User Edition and am attempting to use it for the first time. My appologies ...
A: You are not mistaken; all can be set up for automatic update. All of the links (to your financial ...
|
| Quicken data storage | 11/11/2004 |
Q: I run Quicken 2003 on a Win98 PC. Just got a Win XP PC and networked it with the 98 PC. For some ...
A: Quicken stores it in the same file/directory only as a default, but this can be changed with ...
|
| Quicken 2004 ves Quicken 2000 | 11/10/2004 |
Q: My question is; If I "re-install Quicken deluxe 2000, and I already have 2004, will 2000 re-load ...
A: I share some of your concerns, but the versions are not compatible. Once you used 2004, Quicken ...
|
| Quicken 2003 | 11/9/2004 |
Q: Can Quicken be installed and run from a thimb drive? I'd like to be able to use different computers ...
A: I believe the answer is yes. You cando a custom installation and specify the drive. I would urge ...
|
| Quicken 2002 | 11/6/2004 |
Q: My checking account no longer displays EFT, Dr. or cash deposits, although the balance is correct. ...
A: If you are talking about the second column in the check register, this has always been an optional ...
|
| stock price graph | 10/17/2004 |
Q: It seems that my Quicken 2005 does not adjust for stock split when graphing a company's stock ...
A: I would be truly shocked if it does not do this. I have only one thought. Was the stock split ...
|
| quicken 2004 for windows | 10/16/2004 |
Q: I Just bought a new computer and restored my backup. I get an error message when i try to backup to ...
A: I can't say that I am familiar with this message but I do have one suspicion. Is it possible that ...
|
| System Crash | 10/13/2004 |
Q: My computer crashed and won't boot after I installed Microsoft Svc Pk 2. I am able to install this ...
A: I think the short answer to your question is that there is hope that your data can be recovered. ...
|
| Quicken Budget | 10/8/2004 |
Q: In Quicken 2005, I am trying to figue out how to "exclude" certain transactions from my budget. For ...
A: The only way that I am aware of doing anything like this is to create a separate category to record ...
|
| Transfers between accounts | 10/4/2004 |
Q: I am using Quicken 2004 and recently upgraded to 2005. I have several checking and savings accounts ...
A: I understand your issue since most everyone that uses Quicken faces a similar issue. The inherent ...
|
| importing to quicken premier 2004 | 9/30/2004 |
Q: i want to export stock transactions from an excel spreadsheet to quicken?
A: You cannot import stock transactions from Excel to Quicken. It is too easy to corrupt the data and ...
|
| Can I print 'Specify Lots: Auto Select' info? | 9/26/2004 |
Q: I can't seem to figure out *how* to create a printout/report that shows the specific lot allocations ...
A: Here's an easy way to do it. Create a transaction to record the sale of the secuity (all shares). ...
|
| Can I print 'Specify Lots: Auto Select' info? | 9/25/2004 |
Q: I'm a newbie to forums such as this & even though I've have been diligently searching the archives, ...
A: I used Quicken 2003 a couple of years ago and I was in a similar situation as you described. The ...
|
| Non-taxable IRA conversions in Quicken 2004 | 9/25/2004 |
Q: I owned shares of Babson Bond Trust (BABIX) in an IRA. In April the Babson and J&B Funds became ...
A: Since the account itself is flagged as a non taxable account in Quicken (because it is an IRA ...
|
| Quicken | 9/17/2004 |
Q: I am in a divorce process, I have a copy of the quicken supposedly used to do our finances, I am not ...
A: I live in NY so I can't help you with a face to face. This is a very difficult thing to answer to ...
|
| Account data reload | 9/14/2004 |
Q: I had to reload Quicken 2002 onto a new computer because my other one fried it's power supply. Don't ...
A: You are looking for a file on your computer that ends in QDF. Go to your start menu and click on ...
|
| Quicken 2004 | 9/14/2004 |
Q: Good Afternoon, I was intrested in purchasing Quicken home & business 2004 for many ...
A: While there are amy ways to evaluate this decision to determine which package is best for you, I ...
|
| Quicken 2004 Premier - tracking rental properties | 9/4/2004 |
Q: I want to track my rental properties in Quicken 2004 Premier, and have set up each property as an ...
A: Alex, My only advise here is to record this as a transfer between accounts and use the memo field ...
|
| Quick Books 2003 | 8/21/2004 |
Q: Sometimes I forget whether or not i've emailed an Invoice. Is there a way to check and see if an ...
A: Since Quicken cannot determine whether an invoice has been mailed (outside the scope of the ...
|
| Ceck alignment with new computoer | 8/16/2004 |
Q: I have an old NEC 96 dot printer. I have just purchased and installed a new Dell system. My old ...
A: Dot matrix printers are not supported any longer and there is really no other option other than to ...
|
| promotional sales & payments | 8/11/2004 |
Q: I'm using Quicken2004. I just bought an item on a charge card for $540. There is no interest if ...
A: There's only one way to do this. You must set up the $540 payment as a loan with the loan payment ...
|
