Best Of
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Re: Privacy policy - what personal information does Quicken share with affiliates or other 3rd parties?
Thank you @jacobs couple of follow-up questions How can I tell is if an institution supports direct connect? I tried adding, WellsFargo, Chase, Bank of America and few more, I only see the Intuit opt…1 -
Re: Privacy policy - what personal information does Quicken share with affiliates or other 3rd parties?
Yes, your data file lives on your desktop. How much data Quicken gets its hand on depends on several factors. If you enable syncing with Quicken's cloud services, in order to use the companion m…1 -
Re: Discover new connection not working---times out (Q Mac)
My downloads are working now from Discover1 -
Re: Merging two Securities into one
@mshiggins: Thank you for the input. I'll look into it. At this time the shares are under the control of my financial advisor and held in a Schwab account. They have been advised these are ESPP …1 -
Re: Any update setting up Lincoln Financial Annuity account on Quicken (Windows)
thanks hmday. It’s bizarre because people using Quicken for Mac were able to use it.1 -
Re: Any update setting up Lincoln Financial Annuity account on Quicken (Windows)
I called LFG they said connecting account to quicken is not available to individual clients only for servicing agents.1 -
Re: Any update setting up Lincoln Financial Annuity account on Quicken (Windows)
hi Alyssa - I am having troubles posting my comments. The instance you listed is the one I use and it is asking for a Direct Connect ID and password, but Lincoln does not have such a thing The other …1 -
Re: STILL "Awaiting Next Bill"
I am having this same experience and posted about it 5 days ago, although not as eloquently as those who commented here. The transactions all download, just not the bill total and due date.1 -
Re: Error with Merrill Lynch downloads
Thank you for the reply. This did not work, the B&C account downloads were still assigned to the wrong account. On direction #3, I could not find a place to revoke third-party access. But after I…1 -
Re: Multiple Users
The question asked in the original post was "is there a way to setup Quicken Canada so multiple users can use the same data file on different computers"? How did a post inquiring about usin…1
