Robert Sanchez
Registered Investment Advisor & Quicken Portfolio Specialist
Dallas, TX
Robert Sanchez is a Registered Investment Advisor (RIA) and Certified Financial Planner who has used Quicken Premier as his primary portfolio tracking and client reporting tool for 17 years. He holds a Series 65 license and a B.S. in Finance from the University of Texas at Austin, and manages investment portfolios for over 150 individual clients at his independent advisory practice in Dallas. Robert reviews Quicken content on OnCallSolve with a focus on investment account management, brokerage sync accuracy, capital gains reporting, and retirement planning features. His goal is to ensure every guide reflects how Quicken performs in actual financial planning practice, not just theoretical walkthroughs. He is based in Dallas, Texas.
Areas of Expertise
License & Certification
Reviewed Articles (23)
How to Fix Quicken Error OL-297
14 min readHow to Fix Quicken Error OL-220
15 min readHow to Fix Quicken Error CC-800
15 min readHow to Fix Quicken Error OL-301
16 min readHow to Create Scheduled Transactions in Quicken
15 min readHow to Move Quicken Data File to Another Computer
16 min readHow to Connect Capital One 360 Accounts in Quicken
15 min readHow to Set Up and Manage Account Alerts in the Quicken Mobile App
14 min readHow to Upgrade to a Newer Version of Quicken for Windows
13 min readHow to Backup Your Quicken File Using Dropbox
14 min readHow to Register for Quicken Bill Pay
14 min readHow to Fix Duplicate Transaction Issues in Quicken
14 min readHow to Activate Your Quicken Membership
14 min readHow to Find Your Quicken Data Files
16 min readHow to Import and Export QXF Files in Quicken
17 min readHow to Fix Quicken PDF Printing Issues
11 min readHow to Migrate Quicken to a New Computer
11 min readHow to Fix Quicken Unable to Print to PDF
16 min readQuicken 2014: Features, System Requirements, and Upgrade Guide
10 min readQuicken 2017: Features, System Requirements, and Upgrade Guide
9 min readQuicken Starter: What Is Included and Is It Right for You?
5 min readQuicken Deluxe: Features, Pricing, and What You Get
7 min readQuicken for Mac: Plans, Features, and What Is Different From Windows
7 min read