r/quicken

I use One Step Update for all my accounts, and I just added a new credit card to my home business's Quicken Accounts, so I now have 2 bank accounts and 3 credit cards to reconcile each month.

I'm an old school bookekeeper, so for decades now I've been manually doing Use paper Statement every month when statements arrive. I initial, date, and file the rec'd stametments in case I'm audited (I'm a bit OCD). I'm wondering if, for some or all those accounts, should I switch to Reconcile Using Online Balance or maybe another system? I'm looking to add time/efficiency to my bookkeeping work.

I’m currently manually downloading my monthly transaction data from the Goldman Sachs Apple Card website. Has anyone found a way to automate the process or set up automatic updates/imports as with my other credit cards?

I'm older (much), and have a surgery coming up that will limit my access to the computer I have my Quicken on, for a while, anyway. I'm debating moving it to my laptop vs. switching to Simplifi vs using web access with the classic version. I really only track transactions, account balances, and do reports to track spending and for taxes- none of the planning tools in the classic. I want my wife, (when I'm gone) to have something that she can use (she's smart, but has no interest in finance). I have decades of records on Quicken, and don't want to lose anything, just in case. Opinions?

i came on here to rant... I've been working my way out of the apple ecosphere for about 6 months. keeping macs for music/video/art production but that's it. trying to get all of my shit onto windows. long and short is totally sick of apples drive to obsolescence, insane prices and lack of input and control. just over it. won't go further because that would be a few pages in itself...

The difference between mac and windows QC is the difference between an exploding star and a giraffe. these are quite literally two different programs. I pay for deluxe for extra budgeting control as well as cloud sync. so $75 a year. Not bad for mac, IMO, but $75 too much for windows.

literally every simple ass thing i try to do on it isn't possible. what just now sent me over the edge was finding out that Ctrl+A, doesn't select all transactions in an account. it opens some stupid account window. after a month of trying to make this work I just found out you can't actually "select all" - something I use all the fn time... no- to select all you have to grab one if you can without it going into edit mode, hold shift and scroll through what might be 10 years of transactions

like probably everyone on here i now have to work 18 hours a day just to survive and this is what i've been using my free time on so kinda losing it and regretting every time I recommended this product. way behind in keeping the books up which begins makes me wiggy.

i am honestly floored at how much you can't do in windows. you know how you like to drag a column like 'tags', or 'memos' and put it where you like? Nope

it's more than just simple shit... did you know there's no night mode and the basic layout looks like it's from 1997? yup

with my cash accounts I'd occasionally drag transactions back and forth... nope. try to grab one without opening the fields for editing. it's nearly impossible.

i knew transferring from mac to windows would likely cause problems but omg... firstly you have one export option to keep everything in tact. "but it lets you select only the accounts you want to transfer right" Nope. why would it do that??? ....idiot

on top of this some accounts were missing slews data, so i tried the in/export again. does it ask you is you really wanna duplicate all these account? No, of course not... why would it? windows computers are only a fucking blizzard of non-stop notifications. it would tell you when it had to take a shit if it needed to do that. but the missing data was there when you tried again right? Nope. it remained perfectly imperfect again.

now onto deleting accounts... that's fun and only take like 10 clicks with a huge waiting period, while it re-updates the cloud for the 90th time in 15 minutes. probably too much to ask you if you really want to wait for this again... yeah it is busy, basically choking on a barrage of unrelated notifications that don't matter at all

you know those handy blue dots and how they are supposedly for alerting you to review new transactions on mac? well, when you download new transactions they are there until you file them where you need and shut hte dot off. there's not even a filter for that... there's a dropdown of a dozen things you can show and hide. but not that, not "status" which is what the blue dots are now.... so time to get used to the R and C's i guess... even though the C, for cleared, is already a line item in all new transactions... it is automatically labeled as cleared... WTF is going on?!?! so now I have to go through 18 million transactions that are impossible to select individually or in bulk and somehow charge it to an R as my finger on the shift button quakes and sweat stings my eyes for fear of 2 hours of transaction selections could be for nothing. which is what i will pay for QC next time.

you know what. im not even going to get into the rest of it. there's so many upside down issues i can't wrap my head around. every god dammed thing i solved brought forth 5 more issues that I still need to figure out... and *I HAVEN'T EVEN USED IT YET* / in a month of daily snippets of whack-a-mole problem solving i haven't come close to using qc for what I supposedly paid for.

even chatpgt is like "ugh... dude i don't know any more stuff... just fuck off"

unless there's an overhaul, where it runs nice and smooth like the mac version and less like an elementary school computer from the 80's i am so done with this POS software. which is why i ACTUALLY came here: to read other peoples ideas for a better program for PC. as bad as this is i can't go back to apple. even with gates being a PDF i still have to make this switch.

I've been using OneDrive and or Google Drive for years to store my quicken backup file. Last couple times I've logged on to Classic on my windows laptop a warning message comes up about potential problems using cloud storage.

I've been a quicken user for decades and seeing this message pop up makes me suspect that this isn't really an issue other than them pushing their own backup solutions?

Is anyone aware of a real change that would make my decades-long workflow need to change?

I'm using Quicken Classic Deluxe for Mac. I'm looking to get an IRA at a low fee type financial institution in the next few months. I know things change but I'd like to be able to have the best support from Quicken. Just as an example, I've had a 401k at my work place for the last 25 years and I didn't have Quicken access until last year when we switched to Voya.

Over the past couple of years, I tried Copilot Money, Monarch and Simplifi alongside classic. I wanted to switch. I wanted something with parity across mobile devices since I was becoming more mobile. I wanted something that I can do on my iPad and iPhone. This was my favorite part when I used the aforementioned.

After trying them out, none of the other apps could match what Classic can do overall. Simplifi was the closest and getting closer. Each app was lacking and Classic only really lacked in the mobility department. Now that I added a Charles Schwab Brokerage account, moved investments over from Northwestern Mutual, opened up an individual brokerage account to buy some individual stocks, Classic was there again to help with the seamless transition just like they with other items like kids MM funds and being able to separate that from our main accounts, etc. Funny, our kids MM fund connects better than Simplifi. Don't understand that logic but chalked up another plus for Classic.

Even before switching to Quicken Classic for Mac years ago, Quicken Classic Windows was solid for me, so it's a bummer that Windows users have issues with it. They should rebuild from the ground up like they did for Mac. Quicken for Mac is such a solid, semi modern looking product and you can even use the companion apps mostly without issue.

While Quicken Classic isn't perfect, you get more than the others at a similar to lower price point.

Finally, you own your data. Simplifi recently had an issue with missing transactions that while they did fix, did not have to worry about that in Classic. If you rdata disappears with an aggregator, it's gone unless you export to CSV every now and then. Classic has that backup functionality built in and restore your data no problem.

If I was starting over or new to the game, it probably would be Simplifi or something else but there are reasons why Classic is still the grandaddy of them all and why they have been around for 40 years with my data file going back to 2006.

So I created a general liability to track my deferred tax (on unrealized gains and tax deferred accounts). I can't get it included in the Planning/Assumptions section. It's not hidden or separate. It's showing up in all other reports, but it's not even listed in the Planning Assumptions to turn on or off.

Any idea? I realize it would be probably be double counting the Planner's future tax handling, but not at that point yet.

I just made the switch from ms money sunset (or whatever I've been managing to use for years and years) for 2 reasons; 1. I was tired of manually exporting/importing and 2. I got a new Win11 PC and while I mostly got MS Money working, I couldn't only get about 1/4 of the imports to work. I did extensive troubleshooting etc but no luck. In any case, that's not the point of this post.

I'm here to ask for help in setting up etrade brokerage accounts that also have a modest amount of debit/credit activity (paycheck and some other deposits, credit card debits, utility debits...).

I googled and ChatGPTed the heck out of it, and I did get the more advanced connection (Complete - positions and transactions) working with my brokerage (etrade). I have the accounts listed at the top of the left-hand nav bar under Banking as well as further down under Investing.

However, even in the banking section it only shows very minimal information (such as -$77.93, no payee or category). I separately have etrade bank accounts listed and they show full/proper activity, just like any other regular (Chase, B of A...) bank account.

Is there not a way to have etrade brokerages more properly show transactions, or am i doing something wrong?

Thank you.

Yesterday downloaded fine. Today said "Issue" so I went to BofA website and suddenly without warning no longer supports Quicken downloads? What BS is this I've been using it for 25 years

Apple will not support Intel apps on their next OS update. Will Quicken and TurboTax step up?

Hi folks,

Fairly new Q for Mac user after using Q for Win/DOS since 1991. I have a downloaded transaction in my check register that didn't match automatically, and I can't seem to match is by dragging the downloaded transaction to the original in the register and dropping it there. Was hoping someone could help me figure out how to do this.

Details on this: check written on 4/1/2026. Cashed on 5/7/2026. Check number and amount exactly match between the original entry on 4/1 and the downloaded transaction on 5/7. The orignal transaction still shows as uncleared in the register.

When I drag the downloaded transaction and try to drop it on the orignal transaction, nothing happens. It just goes back to where it was and they don't match. It's probably something simple, but googling hasn't provided me with a solution.

Thanks!

Mini PC running Win 11 Pro, 32Gb RAM

Most stuff runs fine. Q2013 opens OK and most transactions are fine with two exceptions.

When changing between accounts in the register, there can be a delay of a few seconds to pull up the new one. After the account is displayed, it works fine on entries.

The real killer is adding a new account. The screen will go black, 'Quicken not responding' shows in Resource Manager. This may be a few seconds, or several seconds. Eventually the first screen displays. But on each step of creating a new account the pattern repeats. On one attempt, it crashed Q. Luckily everything was there on restart, except the new account. Tried again with all the delays and managed to get though it OK.

Copied the file to a Win 7 machine and tried to create a new account. Processed as normal with no delays at all.

Not sure if this problem is Q, Win 11, this machine and O/S install or some combination of everything.

After 3 years of using Quicken I have a credit card (which we use daily) that is showing an incorrect balance. The Online Balance is correct and all the transactions appear correct.

I have reset the account. I've tried deactivating and resetting also.

This card replaced one (same bank) that was hacked in Nov 2025 and had to be discontinued. The balances were all correct until a month ago.

I just cannot see any resolve. Help???

I've got a 401k and a deferred comp plan at Fidelity, both with these proprietary institutional index funds that have no public ticker. They use internal Fidelity codes like NON40OJFC, NON40OJFF, etc. Prices have always come through fine on download since Fidelity sends position data with the current price baked in.

Sometime recently Fidelity changed the download codes on my deferred comp plan from OJ__ to UJ__. The 401k kept the old codes. So now I've got the same funds in two accounts downloading with completely different symbols.

Duplicate securities everywhere, mismatch errors on every update, and lots of 'was this security renamed' popups that don't even tell you which account they're for. Took me three backup restores to sort it out. Eventually got it working by keeping separate security records for each account.

But now the deferred comp securities have no price history since they're basically new records in Quicken.

Here's where I need help. I'm using Quicken Classic Premier on Windows 11. I tried importing historical prices using File > File Import > Security prices from CSV. It's formatted as Symbol, Price, Date. Quicken says it imported 84 records. But nothing shows up in the price history. Restarted Quicken, still nothing. No error message, nothing in any log file I can find.

Where did 84 prices go? Is there a log somewhere that shows what happened? Does the price import just not work for non-standard tickers? The 'match by CUSIP' checkbox in the import dialog didn't help either.

Anyone dealt with this or found a workaround?

When syncing last few times, quicken is deleting transactions from my register that have already been reconciled. This has happened on two credit card accounts now. This just started recently, probably within the last week or since the last software update. It is a pain to go back and find what transactions have been deleted and manually add them back in. Is anyone else seeing this?

I have Classic Deluxe on Windows. When I download my transactions from my Chase business checking account, all the checks deposited via mobile deposit show up with a check number of 1. This creates an issue when clicking Accept All because Quicken thinks these are duplicate check numbers and asks for each one if it should be 2 separate transactions or are they the same, even though the dates and amounts are different. Is there a way to fix this so that I am not constantly prompted when the check number is 1?

2005 free version and have never deleted old files or cache. Too many files maybe? This is only happening in one credit card account. Others accounts are ok. I go into Documents and see files up to 10 years old should I delete those?

Why is it so slow to accept downloaded transactions after the latest update. You have to watch it accept each one via a completion status bar graph. Accepting 15 transactions literally took more than 60 secs to complete. It used to take maybe 5 secs.

Hello,

I was wondering what would happen in this situation - I have a business checking account. If I put it in my personal Quicken account but also a separate Quicken data file (business) - will both be able to download and interface online as if they are the only one? Will transactions go to both?

I want it in my personal Quicken to mimic my "shares" in my sole LLC. But also to download to my LCC Quicken data file.

Are is there an easier way to do this LLC treatment all in one file (a Business version) ?