Download, Add/Update Accounts (Windows)

Help with downloading transactions, setting up your bank accounts, and categorizing transactions.

Linked Checking Account Auto Accepts Downloaded Transactions

Closed LexLuthor 47 views 8 comments 0 points Most recent by Chris_QPW July 9
When are the Quicken Servers going to be online?? Been down since yesterday!!

Answered Closed Spyderrider9 113 views 6 comments 1 point Most recent by UKR July 9
Why are Pending Transactions Not Deleted After They Post to Accounts?

Closed JoelVP 44 views 3 comments 1 point Most recent by NotACPA July 9
Austin Telco Federal Credit Union's New Digital Platform OSU Connection Problem

Closed fayoub 97 views 4 comments 0 points Most recent by Quicken Kristina July 8
Auto loan payments not reducing loan balance

Answered Closed tjbuki 28 views 2 comments 0 points Most recent by NotACPA July 8
Is anybody able to connect to Scholarshare529?

Closed Mr_Mike_O 15 views 1 comment 0 points Most recent by Quicken Jasmine July 8
How do I remove the 2nd section "Online Services" from One Step Update Settings

Answered ✓ Closed Phillyacct 66 views 5 comments 0 points Most recent by Phillyacct July 8
My bank (Avidia Bank - CIB) has updated its website and I can no longer download transactions

Answered ✓ Closed cjhughes0514 126 views 10 comments 0 points Most recent by UKR July 8
Why can't I disable display of "more accounts" and "separate"?

Closed Charlie@ 13 views 1 comment 0 points Most recent by NotACPA July 8
How do I update the balance of an asset account I created for my car loan? [Edited]

Answered Closed Paddy 51 views 2 comments 0 points Most recent by mshiggins July 7
Cannot update BofA checking

Closed MikeAtLincoln 12 views 2 comments 0 points Most recent by UKR July 7
One Step Update Stalls 90 seconds Before Prompting For Password Vault

Closed Whojammers 52 views 6 comments 0 points Most recent by Quicken Jasmine July 7
CC-502 Synchrony Lowe's credit card

Closed gulger99 103 views 1 comment 0 points Most recent by Quicken Jasmine July 7
One Step Update Won't Complete After Moving Data File from OneDrive to my Local Hard Drive

Answered Closed Joel Ungar 32 views 3 comments 0 points Most recent by Quicken Kristina July 7
One step update new account

Answered Closed JerryG 43 views 5 comments 0 points Most recent by Quicken Kristina July 6
Why are both my financial institutions no longer downloading transactions or balances

Answered Closed tammief71 64 views 6 comments 0 points Most recent by tammief71 July 6
Credit Card Account - Download only after statement closes

Answered ✓ Closed Dom1 49 views 4 comments 0 points Most recent by Dom1 July 6
Change in accepted payment options

Closed sornord sornord 14 views 1 comment 0 points Most recent by Quicken Anja July 5
Why does Quicken continue to ask if I want to re-authorize JPMorgan Chase when performing an update

Answered Closed bmarcoux 40 views 5 comments 0 points Most recent by jwu15 July 5
Using a linked checking account with a brokerage account

Closed PeterK 8 views 0 comments 0 points Most recent by PeterK July 5
Carecredit has gone stupid

Closed HDR 14 views 2 comments 0 points Most recent by WreckDiver1 July 5
Renameing Rules

Answered Closed Mike Sabot 21 views 1 comment 0 points Most recent by Chris_QPW July 5
Online Connectivity Issues [Edited]

Closed Noworkbook1! 83 views 4 comments 0 points Most recent by Quicken Anja July 5
Star One (StarOne) CU mortgage account does not show up to link for transaction downloads

Closed LM02 13 views 3 comments 0 points Most recent by LM02 July 5
How do I get rid of "hourglass" entries?

Answered Closed MtnMama 17 views 1 comment 0 points Most recent by retird July 4
Trying to understand instructions to download patch R57.16

Closed Camilla Los 58 views 0 comments 0 points Most recent by Camilla Los July 4
Sams Credit card transactions do not download

Closed John W. Taylor 37 views 2 comments 0 points Most recent by John W. Taylor July 4
Schwab won't download

Closed RV4 303 views 15 comments 1 point Most recent by MSS79 July 4
Quicken too busy to update accounts

Closed Cary A. Strochan 12 views 1 comment 0 points Most recent by mshiggins July 4
Unable to import QFX from Chase

Closed cblume 206 views 18 comments 0 points Most recent by chojo July 4

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