Quick Assist 
Product Version
Help Source
Topics
- Errors and Troubleshooting (49) Apply Errors and Troubleshooting filter
- Updating your transactions (10) Apply Updating your transactions filter
- Investing (8) Apply Investing filter
- Subscription Questions (7) Apply Subscription Questions filter
- Pay your bills (5) Apply Pay your bills filter
- Getting Started (3) Apply Getting Started filter
- Manage your files (3) Apply Manage your files filter
- Migrating Quicken Files (3) Apply Migrating Quicken Files filter
- Updating your software (3) Apply Updating your software filter
- Planning Tools (2) Apply Planning Tools filter
- Printing (2) Apply Printing filter
- Download and Install (1) Apply Download and Install filter
- Managing loans and assets (1) Apply Managing loans and assets filter
- Prepare for tax time (1) Apply Prepare for tax time filter
- Using Reports (1) Apply Using Reports filter
Search Results
-
Quicken for Mac Release Notes [Support Article]
you can now hide/show, see the number of uses, and run a report for each used item. Investments ... see which way your portfolio is heading. Second, green and red pills appear behind the numbers to help ... share price based on the Total Cost and the Number of Shares. In version 6.6, you can now optionally ...
468 found this helpful -
How do I set up my printer to print checks? [Product Help]
Traditional wallet checks use all other numbers. For non-Quicken purchased checks, contact your check provider ... available in printed format for you from your financial institution. Your financial institution may contact ... The text is printed vertically and includes a year, QUICKEN INC., a three-digit number, and a phone ...
-
How do I work with a loan? [Product Help]
Institution, Account Number, and contact information. You can also chance Display options. Enter Loan Payment ...
-
Quicken for Windows: What if I forgot the Data File Password or Quicken isn't accepting it? [Support Article]
assistance upgrading to the Subscription Release of Quicken, you can contact Quicken Support. 1. Open your ... password-protected functions (such as your email or bank sign in.) If the password contains numbers, make sure your ...
220 found this helpful -
Quick Pay Error: Biller Action Required; Account Locked [Support Article]
GEN00727 Overview You may receive the following error when attempting to make a payment using Quick Pay in Quicken Bill Manager: "Your payment was canceled because [biller name] has locked access to your account. You may need to go to the [biller nam ...
29 found this helpful -
From Eric Dunn, CEO of Quicken: Letter to the Quicken Community about the Subscription Plan [Support Article]
GEN00724 Here's a letter from Eric Dunn, CEO of Quicken Inc., answering some of your questions about the new Quicken subscription plan. Since the launch of the Subscription release of Quicken, we have heard questions from many of you about the new su ...
164 found this helpful -
Renaming Rules for Past and Future Transactions in Quicken for Mac [Support Article]
GEN00680 Overview Quicken for Mac allows you to set renaming rules for your payees. You can now: Rename a payee that will automatically create a rule so that you won't have to rename it in the future. Specify detailed rules for payee renaming precisi ...
128 found this helpful -
Why am I being asked to sign in with my Quicken ID repeatedly, or why am I being asked for an activation code even though I purchased from Quicken.com? [Support Article]
GEN00012 To resolve this issue Download the latest update here if you have not done so already. After completing the update, open Quicken. Hold the Control key and select File menu > Validate and Repair File. Check the Validate file box and clic ...
515 found this helpful -
Quick Pay/Check Pay Errors & Troubleshooting [Support Article]
information is correct, you will need to contact your bank and stop payment on the check. You have reached ... your limit for the number of payments you can make this month. You will need to wait until next month ... you’ve requested the microdeposits to the right account. Verify the account and the routing numbers are ...
22 found this helpful -
How Do I Transfer Shares in Quicken for Windows? [Support Article]
you're transferring less than the total number of shares that you own, you need to tell Quicken which ... shares you purchased, click First Shares In and enter the number of shares you want to transfer. To ... purchased (known as First In, First Out, or FIFO). Number of shares Specify the number of shares that you ...
213 found this helpful -
Connectivity Troubleshooting [Support Article]
is slow or unstable First, check for a specific error number Most connectivity issues will return an ... error number. You can typically find the specific error number in the One Step Update Summary. You can ... then search for that error number in the Search field at the top of this page. Then, check your ...
553 found this helpful -
Enter your account information [Product Help]
Enter the following information. Investment accounts Account number Checking, savings, and other ... bank accounts Account number Routing numbe r (provided by your financial institution) Services you ... and/or online bill payment.) Find my bank information Your bank account number and routing number are ...
-
Error 2005, 2008, or 2011 Updating Accounts in Quicken for Mac Products [Support Article]
assistance, you can find the contact number by one of the following methods: Click the Settings button for an ... the screen with the financial institution name, displaying their contact number and URL; Log into your ... account(s) at the FI website, then find their technical support or customer service contact number. Mac ...
2 found this helpful -
Error 2001, 2002, 2003, 2006, or 2009 When Updating Accounts in Quicken for Mac [Support Article]
phone number to call for assistance, you can find the contact number with one of the following methods: ... contact number and URL. Log in to your account(s) at the FI website, then find their technical support ... contact number. Mac Errors and Troubleshooting ...
35 found this helpful -
Error 2004, 2007, or 2010 Updating Accounts in Quicken for Mac [Support Article]
message does not contain the phone number to call for assistance, you can find the contact number for your ... with the financial institution name, displaying their contact number and URL; Log into your account(s) ... at the FI website, then find their technical support contact number. Mac Errors and Troubleshooting ...
3 found this helpful -
How do I enter a share class conversion for a mutual fund? [Product Help]
class shares received. If you're unsure of the number to enter here, contact your mutual fund ... New Mutual Fund- enter your new share class. Shares in new Fund- enter the total number of new share ... company or broker for the correct number to enter. Price per share of new Mutual Fund- enter the closing ...
-
Message When Using Online Services: OL-305-A, OL-308-A, or OL-311-A [Support Article]
access is closed, or the account number has changed. To fix this issue, you'll need to contact your ...
6 found this helpful -
Enable payment account [Product Help]
an account for any payment method, you need to provide the following information: Routing number ... Account number Name on Account (Account Holder) Date of Birth Address These details will help us to ... do not know your bank information, log in to your bank's website, or contact your bank directly. ...