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I'm using Quicken Premier 2016. I finally gave in and purchased an upgrade today, Dec 30, 2021. The purchase was successful but my program is not upgrading. I was not given an activation code or anything similar. Can someone offer help? 0 Best Answer @tayloden Sorry you're having issues getting upgraded--just to confirm, moving from Quicken 2016 tothe subscription version, you will need to install the new subscription version. After the new version is installed, then moving forward, you will use Help > Check for Updates to install patch releases as they come out.You can download Quicken from your account on or from this FAQ (just select your version, and then log in with your Quicken ID). After you install, Quicken should automatically find and update your current Quicken file.If that's not the issue, please post back here with more info about any errors you are seeing, and we can take a look at your account to find out what's happening.Hope this helps-- Quicken KathrynCommunity Administrator1 Answers Where did you purchase your copy of Quicken Subscription? If it was directly from Quicken, you don't get an activation code. Sign-in to Quicken using the Quicken ID/Password you created when you purchased Quicken. If it was a 3rd party retailer, you need to ask them for the activation code. Quicken Subscription HBRP - Windows 100 Purchased from Quicken.com. I've noticed when I select "Help" and then "Check for Updates" I receive the folowing: "Unable to contact the Quicken server. Please check your internet connectivity and try again..." 0 RickO, I'm using Windows. 0 Are you using a VPN by any chance? Quicken Subscription HBRP - Windows 100 @tayloden Sorry you're having issues getting upgraded--just to confirm, moving from Quicken 2016 tothe subscription version, you will need to install the new subscription version. After the new version is installed, then moving forward, you will use Help > Check for Updates to install patch releases as they come out.You can download Quicken from your account on or from this FAQ (just select your version, and then log in with your Quicken ID). After you install, Quicken should automatically find and update your current Quicken file.If that's not the issue, please post back here with more info about any errors you are seeing, and we can take a look at your account to find out what's happening.Hope this helps-- Quicken KathrynCommunity Administrator1 Thank you, Kathryn! Everything was resolved yesterday through a chat session with support! Excellent service! 1 This discussion has been closed. Categories All Categories26 Announcements171 Alerts, Online Banking & Known Product Issues15 Product Alerts704 Welcome to the Community!595 Before you Buy1.2K Product Ideas49K Quicken Classic for Windows15.2K Quicken Classic for Mac979 Quicken Mobile767 Quicken on the Web22 The Community Meetup Newsletter

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Depending on your bank’s policy.Some argue that this is less secure than Direct Connect+ as Quicken stores your bank login details on its Cloud servers whereas Direct Connect stores then offline on your computer.On the plus side, all banks offer EWC+ for free whereas some charge for Direct Connect.For more on this, check out our look at Direct Connect vs EWC+.Quicken For Mac ImprovementsThe most noticeable improvement in the latest version of Quicken Classic For Mac is the design and stability of the application.Quicken Classic For Mac launches much quicker than ever before with charts and graphs also loading faster than previous versions.One of the most welcome improvements to the latest edition of Quicken for Mac however is the improved investment portfolio view.Quicken has never been the best at investment tracking on Macs but the new portfolio view is a big improvement on previous versions.Source: QuickenThe improved investment dashboard allows you to select account by type (such as Brokerage, Retirement or Education) and then view snapshots of holdings by Type, Security Type and Asset Class.This makes it much easier for Mac users to use Quicken to balance their portfolio according to risk profile and market movements.Depending on which subscription you have, the desktop version of Quicken Classic For Mac also includes:Bill center dashboard and PDF download of billsImproved ability to track the principal and interest on your loansWhat-if analysis on loansCustomizable investment portfolio with IRR and ROITax optimization on investment salesFree bill pay with Quicken Bill Pay (Quicken Premier for Mac and above) which offers an alternative to Direct Connect Bill Pay which is now being phased-out by many banks.Priority customer support accessCheck printingPrevious to this release, all versions of Quicken were been improved with the following features:Backups that are around four times faster than previous versionsOver 500 customer requested improvements or reliability fixesNow supports connecting to over 14,500 financial institutions11,000 online bill payment providers with PDF download of billsNew look bills and income section5GB of free Dropbox offline backupQuicken For Mac PricingQuicken Classic For Mac is available in 3 versions:Quicken Classic For Mac Premier ($7.99/m)Quicken Classic For Mac Deluxe ($5.99/m)Quicken Personal & Business ($10.99/m)It’s not exactly clear on the Quicken website what’s the difference between the Mac versions of Deluxe and Premier so check out our look at Quicken Deluxe vs Premier for Mac. There is also the more recently released Quicken Simplifi ($5.99/m) which, as the name suggests, is supposed to be a simpler way of managing your finances quickly on web or mobile.Simplfi is the main reason Quicken has branded the older desktop product “Classic” in an attempt to distinguish it further from its more modern (and far more basic) cousin, Simplifi. Simplifi only works in any browser on a Mac – it is not available as a desktop version on macOS.It’s a long term replacement for the old Quicken Starter edition which is now no longer available.The Simplifi app is more of an alternative to Mint for Mac than Quicken and is designed to help you

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Samart Quicken Windows 2017 Member January 2024 edited February 2024 in Errors and Troubleshooting (Quicken on the Web) Hello! we are currently in the process of converting from quickbooks desktop to quicken. i have been trying to tranfer our chart of accounts and vendor list all day with no luck. i am able to export from quickbooks seamlessly but making the import is giving many issues. i am unable to save the file as a csv or qif. it is currently a IIF and when trying to locate it says theres an error. any help greatly appreciated! thanks! 0 Best Answer Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭ January 2024 edited January 2024 Answer ✓ Sorry, but it is not possible to convert from Quickbooks to Quicken. Quicken to Quickbooks is possible but not Quickbooks to Quicken. See the following Support Article: Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home1 Answers Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭ January 2024 edited January 2024 Answer ✓ Sorry, but it is not possible to convert from Quickbooks to Quicken. Quicken to Quickbooks is possible but not Quickbooks to Quicken. See the following Support Article: Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home1 This discussion has been closed. Categories All Categories26 Announcements170 Alerts, Online Banking & Known Product Issues15 Product Alerts704 Welcome to the Community!595 Before you Buy1.2K Product Ideas49K Quicken Classic for Windows15.2K Quicken Classic for Mac979 Quicken Mobile768 Quicken on the Web22 The Community Meetup Newsletter. quicken-download quicken- download quicken- download quicken- deluxe-download download Star 0. Code Issues Pull requests quicken-premier-download Download Quicken Premier 2025 latest version for Windows. Quicken Premier 2025 latest update: Febru

What is the difference between quicken premiere and quicken

I have been trying to download the Quicken format file from Vanguard the past couple of days, but have not been able to because of their system not allowing downloads. Is there a way to create a CSV or XLSX file, and then convert it into a QXF or QFX file, to Import into Quicken? This is in relation to an Investment Account, so all the imports would be related to Buy/Sell/Reinvestments etc. 0 Answers Chris_QPW Quicken Windows Subscription Member ✭✭✭✭ Try downloading the QFX file again. Vangard has been having problems with the third party that handles things like their statements and as such all downloading of them hasn't been working. But as of this morning it seems to be working now. 0 Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭ If you have a current Quicken subscription, you can connect to Vanguard via Direct Connect. QWin Premier subscription0 > @Jim_Harman said: > If you have a current Quicken subscription, you can connect to Vanguard via Direct Connect. Thanks, but I actually do not have an active Vanguard account anymore (Account Balance $0.00), but I am trying to download old transactions to Quicken 0 > @Chris_QPW said: > Try downloading the QFX file again. Vangard has been having problems with the third party that handles things like their statements and as such all downloading of them hasn't been working. But as of this morning it seems to be working now. Got it. I forgot to mention that I have closed my account at Vanguard, so I am not able to download any transactions. 1 Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭ Is the account really closed at Vanguard? My experience is that they keep inactive accounts around for years. You may only be able to access transactions up to 18 months ago or so. It is worth trying to connect if you have not already. QWin Premier subscription0 Chris_QPW Quicken Windows Subscription Member ✭✭✭✭ This discussion has been closed. Categories All Categories26 Announcements167 Alerts, Online Banking & Known Product Issues15 Product Alerts706 Welcome to the Community!595 Before you Buy1.2K Product Ideas49.1K Quicken Classic for Windows15.2K Quicken Classic for Mac980 Quicken Mobile767 Quicken on the Web22 The Community Meetup Newsletter

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MLars Quicken Windows Subscription Member My bank only has option to download account in csv format, will that work with Quicken Deluxe for Windows? :) 0 Best Answers mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭ One of the long-time posters here has created a free program that will convert Excel or CSV files to QIF format that can be imported to Quicken. Quicken user since Q1999. Currently using QW2017. Questions? Check out the Quicken Windows FAQ list0 Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭ Quicken can directly import CSV files but for securities prices only. It cannot directly import CSV files for bank, spending, debt and investment accounts. But you can use a conversion software like ImportQIF to convert the file into a format Quicken can import. ImportQIF is freeware (no ads or upsells) developed by a long-time Quicken user and very active participant in this Community. You can read up on it and download it from which bank do you use? Have you considered using One Step Update or Update Now for downloading into Quicken? This Quicken internal process will download transactions directly into Quicken without needing to manually log into the bank and downloading/importing a transactions file from there. Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home1 Answers mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭ One of the long-time posters here has created a free program that will convert Excel or CSV files to QIF format that can be imported to Quicken. Quicken user since Q1999. Currently using QW2017.

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I want to Why Quicken Plans & Pricing Learn Support Applies to: Business Deluxe Premier Starter Updated: December, 16 2024 11:41PM 👍 people found this helpful Overview You may receive the following message when attempting to open Quicken: Cause Quicken shows this error when it's unable to access specific components during the startup process. To resolve this issue You will need to restart your computer. In Windows 10: 1. Right-click the Start button. 2. Select Shut down or sign out, then Restart. In Windows 11: 1. Click the Start button. 2. Select the Power button, then Restart. If restarting doesn't resolve the issue The anti-virus and/or firewall on your system could be blocking Quicken from running properly. They will need to be disabled or have the settings updated to include Quicken as a safe program. If you do not know how to update these settings, please contact your anti-virus/firewall provider. Try downloading and installing the latest Manual Patch update from this support article. Try to uninstall and reinstall Quicken. You can find instructions to uninstall Quicken here. For instructions to download and install Quicken, click here. If the issue persists If the steps above do not resolve the issue, please contact Quicken Support. Community Content Article ID: GEN00673

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Questions? Check out the Quicken Windows FAQ list0 Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭ Quicken can directly import CSV files but for securities prices only. It cannot directly import CSV files for bank, spending, debt and investment accounts. But you can use a conversion software like ImportQIF to convert the file into a format Quicken can import. ImportQIF is freeware (no ads or upsells) developed by a long-time Quicken user and very active participant in this Community. You can read up on it and download it from which bank do you use? Have you considered using One Step Update or Update Now for downloading into Quicken? This Quicken internal process will download transactions directly into Quicken without needing to manually log into the bank and downloading/importing a transactions file from there. Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home1 mLars Quicken Windows Subscription Member I appreciate the response! I will try the software because the One Step Update doesn't go back to when I last updated in 2022. My fault for not updating or using the scheduled update feature. I bank at a credit union. Again, much appreciated!! 0 splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭ One comment about doing .QIF file imports whether you use ImportQIF or any other process to create the QIF file, subscription Quicken imports the transactions directly into the register, they are not put in the Download Transactions tab for your review and does not do any duplicate filtering.ImportQIF does do its own duplicate. quicken-download quicken- download quicken- download quicken- deluxe-download download Star 0. Code Issues Pull requests quicken-premier-download

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Before the spin-off? 🤪I am sure that my numbers are wrong but don't care so much.. 2 Thanks for the advice, however, I cannot find the Corporate Spinoff function. Where do I look, it is not in the list of transactions? 0 Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭ Thanks for the advice, however, I cannot find the Corporate Spinoff function. Where do I look, it is not in the list of transactions?Click on Enter transactions at the top left of the account. Select Corporate Securities Spin-off from the Enter Transaction dropdown list. QWin Premier subscription1 DSL Quicken Windows Subscription Member ✭✭ Its a transaction option same as if a dividend were paid, or a sale, etc. Its in the dropdown . 0 jimshu1 Quicken Windows Subscription Member ✭✭✭ Thanks for all of the info.! Quicken Deluxe for Windows. Latest subscription version. I've been a user for decades.- Jim S.0 Mrtanman Quicken Windows Subscription Member ✭✭ When will Quicken add / download/ update the WBD shares to all of my accounts ( Schwab/ Amertrade/Ally )-- 3 different Brokerage houses ALL show my WBD shares at their sites -- but still NOTHING on Quicken 0 Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭ When will Quicken add / download/ update the WBD shares to all of my accounts ( Schwab/ Amertrade/Ally )-- 3 different Brokerage houses ALL show my WBD shares at their sites -- but still NOTHING on QuickenQuicken does not control what gets downloaded from brokers. QWin Premier subscription1 GeoffG Quicken Windows Subscription SuperUser ✭✭✭✭✭ A straight Add Shares will not reduce the basis of your AT&T (T) holding. You can account for that with Remove shares of T and a set of Add Shares for each lot of T held at time of spinoff. There is no reduction to AT&T shares..."Under terms of the agreement, which was structured as a Reverse Morris Trust transaction, at close AT&T received $40.4 billion in cash and WarnerMedia’s retention of certain debt. Additionally, shareholders of AT&T received 0.241917 shares of WBD for each share of AT&T common stock they held at close. As a result, AT&T shareholders received 1.7 billion shares of WBD, representing 71% of WBD shares on a fully diluted basis. Discovery’s existing shareholders own the remainder of the new company. In addition to their new shares of WBD common stock, AT&T shareholders continue to hold the same number of shares of AT&T

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I have a valid subscription to Quicken Premier (Windows), currently installed on a Windows 10 computer that has stopped working altogether. Quicken data file is backed up to an external hard drive. I’ll need to buy a new computer, with Windows 11 (my current computer isn’t upgradable to Windows 11 anyway, even if it were fixed somehow). How do I install my Quicken Premier subscription to the new computer, so I can then load the data file from my back-up? Somewhere else in the Community I read something about various problems using Quicken with Windows 11. I don’t know what version of Quicken I have, since I can’t access my computer, but I had downloaded whatever was the latest update within the last month. (My computer failure is only a little over a week old.). One commenter, regarding the problems using Quicken in Windows 11, said it might be due to a specific graphics card. Does Quicken work in Windows 11 only with certain graphics cards? If so, what kind(s) should I have (or avoid) in the new computer?. quicken-download quicken- download quicken- download quicken- deluxe-download download Star 0. Code Issues Pull requests quicken-premier-download Download Quicken Premier 2025 latest version for Windows. Quicken Premier 2025 latest update: Febru

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Managing director at H.I.G. Capital. “We’re proud of the Quicken team’s achievements and know they will continue to exceed expectations and lead the industry forward.” Quicken will retain its current management team and offices in Menlo Park, Tucson, and Bangalore. The transaction is expected to close in late September. Greenhill & Co served as financial advisor to Aquiline, and Jefferies served as exclusive financial advisor to Quicken in the transaction. About Quicken Inc. Quicken is the best-selling personal finance software in the U.S. For over 30 years, more than 17 million customers have relied on Quicken to help them take control of their finances. Quicken’s award-winning suite of personal finance software and apps — including Quicken Starter Edition, Quicken Deluxe, Quicken Premier, and Quicken Home & Business — cater to different financial needs and device preferences. Simplifi by Quicken, named the "best budgeting app and tools" by The New York Times' Wirecutter, was added to the Quicken product suite in 2020. Simplifi, a web and mobile app, is designed to help a new generation of digital natives easily stay on top of their finances. Download Simplifi on Google Play or the App Store, and learn more at www.simplifimoney.com. Aquiline Capital Partners, founded in 2005, is a private investment firm based in New York and London investing in companies across financial services and technology, business services, and healthcare industries. The firm had $6.9 billion in assets under management as of June 30, 2021. For more information about Aquiline, its investment professionals,

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User4131

I'm using Quicken Premier 2016. I finally gave in and purchased an upgrade today, Dec 30, 2021. The purchase was successful but my program is not upgrading. I was not given an activation code or anything similar. Can someone offer help? 0 Best Answer @tayloden Sorry you're having issues getting upgraded--just to confirm, moving from Quicken 2016 tothe subscription version, you will need to install the new subscription version. After the new version is installed, then moving forward, you will use Help > Check for Updates to install patch releases as they come out.You can download Quicken from your account on or from this FAQ (just select your version, and then log in with your Quicken ID). After you install, Quicken should automatically find and update your current Quicken file.If that's not the issue, please post back here with more info about any errors you are seeing, and we can take a look at your account to find out what's happening.Hope this helps-- Quicken KathrynCommunity Administrator1 Answers Where did you purchase your copy of Quicken Subscription? If it was directly from Quicken, you don't get an activation code. Sign-in to Quicken using the Quicken ID/Password you created when you purchased Quicken. If it was a 3rd party retailer, you need to ask them for the activation code. Quicken Subscription HBRP - Windows 100 Purchased from Quicken.com. I've noticed when I select "Help" and then "Check for Updates" I receive the folowing: "Unable to contact the Quicken server. Please check your internet connectivity and try again..." 0 RickO, I'm using Windows. 0 Are you using a VPN by any chance? Quicken Subscription HBRP - Windows 100 @tayloden Sorry you're having issues getting upgraded--just to confirm, moving from Quicken 2016 tothe subscription version, you will need to install the new subscription version. After the new version is installed, then moving forward, you will use Help > Check for Updates to install patch releases as they come out.You can download Quicken from your account on or from this FAQ (just select your version, and then log in with your Quicken ID). After you install, Quicken should automatically find and update your current Quicken file.If that's not the issue, please post back here with more info about any errors you are seeing, and we can take a look at your account to find out what's happening.Hope this helps-- Quicken KathrynCommunity Administrator1 Thank you, Kathryn! Everything was resolved yesterday through a chat session with support! Excellent service! 1 This discussion has been closed. Categories All Categories26 Announcements171 Alerts, Online Banking & Known Product Issues15 Product Alerts704 Welcome to the Community!595 Before you Buy1.2K Product Ideas49K Quicken Classic for Windows15.2K Quicken Classic for Mac979 Quicken Mobile767 Quicken on the Web22 The Community Meetup Newsletter

2025-04-01
User1489

Depending on your bank’s policy.Some argue that this is less secure than Direct Connect+ as Quicken stores your bank login details on its Cloud servers whereas Direct Connect stores then offline on your computer.On the plus side, all banks offer EWC+ for free whereas some charge for Direct Connect.For more on this, check out our look at Direct Connect vs EWC+.Quicken For Mac ImprovementsThe most noticeable improvement in the latest version of Quicken Classic For Mac is the design and stability of the application.Quicken Classic For Mac launches much quicker than ever before with charts and graphs also loading faster than previous versions.One of the most welcome improvements to the latest edition of Quicken for Mac however is the improved investment portfolio view.Quicken has never been the best at investment tracking on Macs but the new portfolio view is a big improvement on previous versions.Source: QuickenThe improved investment dashboard allows you to select account by type (such as Brokerage, Retirement or Education) and then view snapshots of holdings by Type, Security Type and Asset Class.This makes it much easier for Mac users to use Quicken to balance their portfolio according to risk profile and market movements.Depending on which subscription you have, the desktop version of Quicken Classic For Mac also includes:Bill center dashboard and PDF download of billsImproved ability to track the principal and interest on your loansWhat-if analysis on loansCustomizable investment portfolio with IRR and ROITax optimization on investment salesFree bill pay with Quicken Bill Pay (Quicken Premier for Mac and above) which offers an alternative to Direct Connect Bill Pay which is now being phased-out by many banks.Priority customer support accessCheck printingPrevious to this release, all versions of Quicken were been improved with the following features:Backups that are around four times faster than previous versionsOver 500 customer requested improvements or reliability fixesNow supports connecting to over 14,500 financial institutions11,000 online bill payment providers with PDF download of billsNew look bills and income section5GB of free Dropbox offline backupQuicken For Mac PricingQuicken Classic For Mac is available in 3 versions:Quicken Classic For Mac Premier ($7.99/m)Quicken Classic For Mac Deluxe ($5.99/m)Quicken Personal & Business ($10.99/m)It’s not exactly clear on the Quicken website what’s the difference between the Mac versions of Deluxe and Premier so check out our look at Quicken Deluxe vs Premier for Mac. There is also the more recently released Quicken Simplifi ($5.99/m) which, as the name suggests, is supposed to be a simpler way of managing your finances quickly on web or mobile.Simplfi is the main reason Quicken has branded the older desktop product “Classic” in an attempt to distinguish it further from its more modern (and far more basic) cousin, Simplifi. Simplifi only works in any browser on a Mac – it is not available as a desktop version on macOS.It’s a long term replacement for the old Quicken Starter edition which is now no longer available.The Simplifi app is more of an alternative to Mint for Mac than Quicken and is designed to help you

2025-04-24
User3909

I have been trying to download the Quicken format file from Vanguard the past couple of days, but have not been able to because of their system not allowing downloads. Is there a way to create a CSV or XLSX file, and then convert it into a QXF or QFX file, to Import into Quicken? This is in relation to an Investment Account, so all the imports would be related to Buy/Sell/Reinvestments etc. 0 Answers Chris_QPW Quicken Windows Subscription Member ✭✭✭✭ Try downloading the QFX file again. Vangard has been having problems with the third party that handles things like their statements and as such all downloading of them hasn't been working. But as of this morning it seems to be working now. 0 Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭ If you have a current Quicken subscription, you can connect to Vanguard via Direct Connect. QWin Premier subscription0 > @Jim_Harman said: > If you have a current Quicken subscription, you can connect to Vanguard via Direct Connect. Thanks, but I actually do not have an active Vanguard account anymore (Account Balance $0.00), but I am trying to download old transactions to Quicken 0 > @Chris_QPW said: > Try downloading the QFX file again. Vangard has been having problems with the third party that handles things like their statements and as such all downloading of them hasn't been working. But as of this morning it seems to be working now. Got it. I forgot to mention that I have closed my account at Vanguard, so I am not able to download any transactions. 1 Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭ Is the account really closed at Vanguard? My experience is that they keep inactive accounts around for years. You may only be able to access transactions up to 18 months ago or so. It is worth trying to connect if you have not already. QWin Premier subscription0 Chris_QPW Quicken Windows Subscription Member ✭✭✭✭ This discussion has been closed. Categories All Categories26 Announcements167 Alerts, Online Banking & Known Product Issues15 Product Alerts706 Welcome to the Community!595 Before you Buy1.2K Product Ideas49.1K Quicken Classic for Windows15.2K Quicken Classic for Mac980 Quicken Mobile767 Quicken on the Web22 The Community Meetup Newsletter

2025-04-23
User5949

MLars Quicken Windows Subscription Member My bank only has option to download account in csv format, will that work with Quicken Deluxe for Windows? :) 0 Best Answers mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭ One of the long-time posters here has created a free program that will convert Excel or CSV files to QIF format that can be imported to Quicken. Quicken user since Q1999. Currently using QW2017. Questions? Check out the Quicken Windows FAQ list0 Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭ Quicken can directly import CSV files but for securities prices only. It cannot directly import CSV files for bank, spending, debt and investment accounts. But you can use a conversion software like ImportQIF to convert the file into a format Quicken can import. ImportQIF is freeware (no ads or upsells) developed by a long-time Quicken user and very active participant in this Community. You can read up on it and download it from which bank do you use? Have you considered using One Step Update or Update Now for downloading into Quicken? This Quicken internal process will download transactions directly into Quicken without needing to manually log into the bank and downloading/importing a transactions file from there. Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home1 Answers mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭ One of the long-time posters here has created a free program that will convert Excel or CSV files to QIF format that can be imported to Quicken. Quicken user since Q1999. Currently using QW2017.

2025-04-07
User1571

Questions? Check out the Quicken Windows FAQ list0 Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭ Quicken can directly import CSV files but for securities prices only. It cannot directly import CSV files for bank, spending, debt and investment accounts. But you can use a conversion software like ImportQIF to convert the file into a format Quicken can import. ImportQIF is freeware (no ads or upsells) developed by a long-time Quicken user and very active participant in this Community. You can read up on it and download it from which bank do you use? Have you considered using One Step Update or Update Now for downloading into Quicken? This Quicken internal process will download transactions directly into Quicken without needing to manually log into the bank and downloading/importing a transactions file from there. Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home1 mLars Quicken Windows Subscription Member I appreciate the response! I will try the software because the One Step Update doesn't go back to when I last updated in 2022. My fault for not updating or using the scheduled update feature. I bank at a credit union. Again, much appreciated!! 0 splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭ One comment about doing .QIF file imports whether you use ImportQIF or any other process to create the QIF file, subscription Quicken imports the transactions directly into the register, they are not put in the Download Transactions tab for your review and does not do any duplicate filtering.ImportQIF does do its own duplicate

2025-04-06
User9313

Before the spin-off? 🤪I am sure that my numbers are wrong but don't care so much.. 2 Thanks for the advice, however, I cannot find the Corporate Spinoff function. Where do I look, it is not in the list of transactions? 0 Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭ Thanks for the advice, however, I cannot find the Corporate Spinoff function. Where do I look, it is not in the list of transactions?Click on Enter transactions at the top left of the account. Select Corporate Securities Spin-off from the Enter Transaction dropdown list. QWin Premier subscription1 DSL Quicken Windows Subscription Member ✭✭ Its a transaction option same as if a dividend were paid, or a sale, etc. Its in the dropdown . 0 jimshu1 Quicken Windows Subscription Member ✭✭✭ Thanks for all of the info.! Quicken Deluxe for Windows. Latest subscription version. I've been a user for decades.- Jim S.0 Mrtanman Quicken Windows Subscription Member ✭✭ When will Quicken add / download/ update the WBD shares to all of my accounts ( Schwab/ Amertrade/Ally )-- 3 different Brokerage houses ALL show my WBD shares at their sites -- but still NOTHING on Quicken 0 Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭ When will Quicken add / download/ update the WBD shares to all of my accounts ( Schwab/ Amertrade/Ally )-- 3 different Brokerage houses ALL show my WBD shares at their sites -- but still NOTHING on QuickenQuicken does not control what gets downloaded from brokers. QWin Premier subscription1 GeoffG Quicken Windows Subscription SuperUser ✭✭✭✭✭ A straight Add Shares will not reduce the basis of your AT&T (T) holding. You can account for that with Remove shares of T and a set of Add Shares for each lot of T held at time of spinoff. There is no reduction to AT&T shares..."Under terms of the agreement, which was structured as a Reverse Morris Trust transaction, at close AT&T received $40.4 billion in cash and WarnerMedia’s retention of certain debt. Additionally, shareholders of AT&T received 0.241917 shares of WBD for each share of AT&T common stock they held at close. As a result, AT&T shareholders received 1.7 billion shares of WBD, representing 71% of WBD shares on a fully diluted basis. Discovery’s existing shareholders own the remainder of the new company. In addition to their new shares of WBD common stock, AT&T shareholders continue to hold the same number of shares of AT&T

2025-03-29

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