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Categorizing Transactions to see Trends
Check here to ask questions and find answers about organizing your transactions by category, refreshing your transactions, upcoming transactions in Quicken Online.
  Discussion Title Author Last Post Views Replies
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Jul 01, 2009 11:01 pm
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Relevant discussion Getting Your Upcoming Transactions to Match

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Sep 25, 2009 08:31 am
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Contains new posts Has anyone added their CitiBank Student Loan account?

sluth69

Nov 07, 2009 11:45 am
ntgfield

552

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Contains new posts When I refresh my bank account it overwrites changes I have made to Categor

mlwells

Nov 07, 2009 06:13 am
MLawson

169

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Contains new posts Transaction category not showing up in trends

cm4755

Nov 06, 2009 08:26 pm
ikaika

53

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iTeach

Nov 06, 2009 09:58 am
KelleyinAL

697

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Contains new posts Double Counting expenses with credit card payment...

albol

Nov 05, 2009 09:08 pm
rdcouture

498

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Contains new posts i want to delete multiple transactions at one time - how do i do it?

quicken_novice

Nov 05, 2009 10:07 am
lohnes

1051

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Contains new posts How do I mark bills scheduled for payment

gcole

Nov 04, 2009 01:48 pm
danadog

48

2

Contains new posts how do I split a transaction?

ozekii

Nov 04, 2009 08:35 am
AnneNoe

59

2

Contains new posts No Payee Details displayed from my Citibank account, only "Debit Purchase".

dimecol

Nov 03, 2009 01:44 pm
coopertwist

534

10

Contains new posts Is there a way to get all of last year's transactions from my accounts if I

ginagina

Nov 03, 2009 08:36 am
mrbizplan

124

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Contains new posts how can i print my budget

Joanie207

Nov 03, 2009 08:29 am
mrbizplan

88

2

Contains new posts How do I set up a cash account?

Kylliki

Nov 03, 2009 06:39 am
thawleys

383

7

Contains new posts Is there a way to batch recategorize transactions?

redirectny

Nov 02, 2009 03:04 pm
maumx

54

1

Contains new posts batch categorize transactions

pritalus

Nov 02, 2009 03:04 pm
maumx

136

1

Contains new posts Updating Individual Transactions

FresnoMan

Nov 02, 2009 02:07 pm
barndawgie

91

1

Contains new posts Wamu

mollipoliak

Nov 02, 2009 07:23 am
mollipoliak

42

1

Contains new posts s there a way to retrieve accidently deleted info back into my account?

okii

Oct 31, 2009 05:58 pm
RonO

81

2

Contains new posts Paycheck Amount Not Showing Correct in Quicken

danielleg37

Oct 31, 2009 09:02 am

47

0

Contains new posts Categorizing credit cards for trends

austiner

Oct 30, 2009 05:43 am

43

0

Contains new posts I am not able to find "My Wallet" account for cash transaction despite sear

puregsr

Oct 30, 2009 05:25 am
austinrichards

185

6

Contains new posts ATM withdrawals don't increase Uncategorized cash in My wallet??

longar16

Oct 29, 2009 03:33 pm
btap

31

1

Contains new posts Deleting transaction categories?

jrmbk

Oct 29, 2009 10:54 am
jrmbk

66

3

Contains new posts Wamu just switched to chase.com. how do I switch my acct. Do I have to open

jeffinnapa

Oct 29, 2009 08:00 am
BigBenAZ

96

9

Contains new posts why is my account/transactions only on 10/21 date instead of todays date 10

whyknot

Oct 28, 2009 10:54 am
mariewi

24

1

Contains new posts How do you delete the "Childcare/Daycare" from the list of categories?

Hmmmm

Oct 26, 2009 09:09 am
davidjboehm

182

2

Contains new posts Changes won't save

horseyhorse

Oct 25, 2009 06:36 pm
GIN0

131

7

Contains new posts Has anybody been able to add accounts from Wachovia Dealer Services?

tiggerfitch

Oct 24, 2009 06:30 am
kadeschs

237

2

Contains new posts I have a credit card with Capital One. The only transactions that show up a

ktcrow

Oct 23, 2009 09:49 am
BillR5

104

1

Contains new posts I've just been reconciling my bank accounts for the past few months and I'v

juggabags

Oct 23, 2009 09:23 am
arnish7

76

1

Contains new posts How to instruct Quicken to acquire more detailed transaction information?

DeanB

Oct 22, 2009 10:16 pm
jdishong

126

3

Contains new posts Quicken is caculating our averages in the checking field all wrong. for som

puzzled?

Oct 22, 2009 08:58 am
dms505

66

1

Contains new posts The amounts of my checks are inaccurate. Is there any way to change them??

Cylou

Oct 22, 2009 08:42 am
dms505

74

1

Contains new posts Does Quicken Online have the concept of Sub Categories? So far, I have not

ubuntuclimber

Oct 22, 2009 07:43 am
410mvt

624

9

Contains new posts how do i delete a category?

halldavidr

Oct 21, 2009 09:22 pm
factoid

267

2

Contains new posts how to add a note?

s2foster

Oct 20, 2009 12:11 pm
prgg2

153

4

Contains new posts All transactions from Citizens Bank are duplicated on my Transactions

dgg12

Oct 20, 2009 10:17 am
harrysiii

56

1

Contains new posts i have tryed to get year to date.i have also tryed 1 to 3 months .all it wi

skykomish

Oct 19, 2009 08:02 pm

56

0

Contains new posts Duplicate Transactions--a communitywide problem for Quicken Online users

marktun

Oct 19, 2009 01:18 pm
nmccullar

1611

72

Contains new posts How can I export into a Excel spread sheet?

lobrien1

Oct 18, 2009 11:17 pm
annedoll

328

2

Contains new posts how to recoord transfers between accounts

FullOfQuestions

Oct 18, 2009 11:12 pm
d1ana

81

1

Contains new posts anyone else have missing transactions from your bank account? For some rea

autbayles

Oct 18, 2009 09:29 pm
juggabags

386

16

Contains new posts Downloading credit card expenses

Joanfargo

Oct 18, 2009 06:57 pm

105

0

Contains new posts I am trying to link our 401k retirement accounts. they are with Citistreet

utlaw96

Oct 18, 2009 12:26 pm
cinredman

177

1

Contains new posts How do I restore a deleted transaction?

bambooguy

Oct 17, 2009 12:54 pm
bambooguy

83

1

Contains new posts Can I print off reports each month showing trends, etc. to share with my sp

levib81

Oct 17, 2009 05:06 am
mycomm

301

6

Contains new posts How to categorize Line of Credit Accounts to avoid double counting?

canadianar

Oct 16, 2009 04:08 pm
Quicken_Marko

142

1

Contains new posts when i type in new category, it dosent ask if its expence or income

roger51342

Oct 16, 2009 03:52 pm
mrukonic

78

2

Contains new posts PNC Bank update issues?

arobotti

Oct 16, 2009 07:46 am
arobotti

102

1

Contains new posts how come my upcoming paychecks don't show in upcoming transactions? This is

aladeolive

Oct 16, 2009 07:45 am
esglenn

67

1

Contains new posts can i have two different wallet accounts?

ben8gan

Oct 15, 2009 08:29 am
sc062197

168

6

Contains new posts How do I deactivate "Direct Connect" to my bank in Quicken temporarily?

ruthrt

Oct 13, 2009 04:27 pm
ruthrt

115

2

Contains new posts My Wallet Balance?

schveiguy

Oct 12, 2009 06:11 am

109

0

Contains new posts Anyone having issue with a noremal PNC account?

Mannlou

Oct 12, 2009 05:15 am
benchmonkey

74

2

Contains new posts Why isn't my PNC bank account refreashing?

MADCincinnati

Oct 12, 2009 05:14 am
benchmonkey

81

1

Contains new posts Is there a non hacky way to split a transaction into 2 categories? e.g. ha

DrDremmel

Oct 11, 2009 11:52 am
nanasharon

594

11

Contains new posts I have noticed some improvements like a running total column. How do you de

pto160

Oct 09, 2009 05:30 pm
pto160

69

1

Contains new posts How can I get a csh value to display under the Accounts Menu for Cash?

mlfraling

Oct 08, 2009 03:19 am
mlfraling

82

2

Contains new posts utilities showing up as income

jwyde

Oct 07, 2009 05:13 am
thebeav18

180

2

Contains new posts How to I designate a taxable category?

xo1rider

Oct 06, 2009 07:23 pm
xo1rider

86

2

Contains new posts How can I create a budget for my family?

rylia

Oct 05, 2009 07:26 pm
rogergordon

81

1

Contains new posts I accidently labeled an acct that is a loan a savings. How do I change it

butterfly17

Oct 05, 2009 07:06 pm
mariewi

69

1

Contains new posts Bank Account Balance inlcuding pending transactions

dhathaway

Oct 05, 2009 11:57 am
dhathaway

82

1

Contains new posts it cannot do basic math

rjw_mpwr

Oct 04, 2009 07:14 pm

112

0

Contains new posts Changing Multiple Transactions at Once

jasonccrane

Oct 04, 2009 03:09 pm
jasonccrane

148

1

Contains new posts I can't get my account to split into different categories. I've tried foll

cnw1079

Oct 04, 2009 01:15 pm
cnw1079

70

1

Contains new posts Entered check information being lost - inexcusable bug

timwent

Oct 04, 2009 09:28 am
billm10

188

0

Contains new posts How do I permanently change a Payee name? Every time I changed it, it just

sheekgeek

Oct 03, 2009 03:04 pm
valken98

295

5

Contains new posts Transactions that are not posting to their category

mc081581

Oct 02, 2009 11:52 pm

93

0

Contains new posts I'm trying to change the Payee text box

MelBrutger

Oct 01, 2009 06:49 pm
sc062197

85

1

Contains new posts Upcoming transactions shown on a monthly cycle would parallel my paychecks.

guitar26

Oct 01, 2009 06:41 am
WayGroovy

163

2

Contains new posts ATM Withdrawal: mark "XFR to Cash Account" as default category

lyler

Sep 29, 2009 04:28 pm
lyler

107

1

Contains new posts Looking for a "cash flow forecast" graph

badfenderaxe

Sep 28, 2009 03:00 pm
bhamnerky

248

1

Contains new posts How do I pull up and print out a report for each category in my account for

kymber1

Sep 28, 2009 02:55 pm
JSandru

97

1

Contains new posts Transactions categorized by user

sarah_led

Sep 27, 2009 07:54 pm

115

0

Contains new posts HSBC

dennish

Sep 26, 2009 12:33 pm
jtmichelli

249

5

Contains new posts Quicken doubled three of my cleared transactions. Is there a way I can dele

Ladyinpink

Sep 25, 2009 03:53 pm

57

0

Contains new posts There are transactions at my banks website that have not come into quicken

igor2

Sep 25, 2009 02:08 pm
martinthomas50

181

3

Contains new posts Why does Quicken Online double up transactions from my checking? How can I

blissL

Sep 24, 2009 09:02 am
006882

113

2

Contains new posts how can i reconcile my accounts online?

deedee4

Sep 23, 2009 06:55 am
bentleybrad

377

7

Contains new posts Payee listed as Withdrawal

jearoo

Sep 21, 2009 04:37 pm
therev5275

209

1

Contains new posts I opened a new checking account. How can I add the account to my Quicken ac

sophisticateny

Sep 21, 2009 04:18 pm
fifedog

102

1

Contains new posts My accounts will NOT update! It worked fine 2 months ago!What to do?

rkcboehm

Sep 21, 2009 04:17 pm
fifedog

109

1

Contains new posts Months of missing income

Skwavid

Sep 21, 2009 01:41 pm

114

0

Contains new posts it won't allow me to change catagories on transactions and it is messing up

deboraht1

Sep 21, 2009 12:06 pm
deboraht1

138

2

Contains new posts Split Transactions!

clindner

Sep 21, 2009 07:35 am
fritzmeister

258

7

Contains new posts How can I add my my wife to the account? And I already added her account bu

jroller2229

Sep 20, 2009 02:36 pm
mlb5000

139

2

Contains new posts Credit Cards and Loans and categories

mlb5000

Sep 20, 2009 02:05 pm

169

0

Contains new posts Can I add a SubCategory, such as Auto > Gas ??

julieconlon

Sep 18, 2009 10:58 pm
SMG2009

466

4

Contains new posts How do I hide an account on the home page?

argle

Sep 18, 2009 08:39 am
mdrebecca13

156

1

Contains new posts Can we print out reports, monthly, year end sort of thing?

soberjoe

Sep 17, 2009 05:14 pm
conbudget09

145

1

Contains new posts I just added my Golden 1 Credit Union accounts. The balances are correct bu

Horsedad

Sep 17, 2009 01:52 pm
marksanctuary

304

5

Contains new posts Can transactions be split? (ex. Buying groceries and getting a cash advance

Jarius4107

Sep 17, 2009 09:14 am
simply_steph

255

2

Contains new posts Quicken Online is not recognizing some of my bills.

christiancoder

Sep 16, 2009 03:34 pm
christiancoder

116

1

Contains new posts Is anyone else having trouble with updates from USBank?

devinthorpe

Sep 16, 2009 05:03 am
pastrycupcake

199

2

Contains new posts Having problems refreshing my checking account with TD Banknorth since they

RayeG

Sep 16, 2009 03:53 am
whidden1

305

3

Contains new posts I bank with ING Direct. There is a problem getting my account information v

aaronmay

Sep 15, 2009 01:00 pm
petehardy

206

1

Contains new posts Why can't I get PayPal to update transactions?

joshuaajones

Sep 14, 2009 06:14 pm
enioken

445

2

   
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