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jrich75
Download, Add/Update Accounts (Mac)
Help with downloading transactions, setting up your bank accounts, and categorizing transactions.
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Discussion List
Apple Card Data Export Options Now Include Quicken & QuickBooks File Formats
Announcement
Closed
jfclague
311
views
11
comments
0
points
Most recent by
daniellcoats
July 2020
Review synchronized bank transactions
Question
himay
2
views
0
comments
0
points
Started by
himay
9:21PM
Unable to Download Boeing Employees Credit Union (BECU)
Answered
f2titan
34
views
5
comments
0
points
Most recent by
f2titan
9:18PM
Why would only about half of the transactions in a date window get downloaded from the bank?
Answered
shauna
42
views
3
comments
0
points
Most recent by
Quicken Sarah
1:41PM
How do I download CASH (including Sweep accounts) from my Brokerage Accounts?
Answered
ahcolram
34
views
5
comments
0
points
Most recent by
Quicken Francisco
10:18AM
How do I change the account type?
System
35
views
7
comments
0
points
Most recent by
maggiebakke
January 19
My accounts won't update. I get "Download Error 500". Clicking on "Retry" doesn't update
Answered
Katy3
13
views
1
comment
0
points
Most recent by
Quicken Anja
January 19
I'm getting this notice every time I download/update my accounts: (Q Mac)
Answered
Lynn
36
views
3
comments
0
points
Most recent by
Quicken Anja
January 19
Chase Business Will.Not Download Transactions
Answered
nothingclever
27
views
3
comments
0
points
Most recent by
Quicken Anja
January 19
Voya 403b account - Can't setup and download
Answered
danamarks
33
views
4
comments
0
points
Most recent by
ps56k
January 18
Best Buy Credit Card - How to add
Answered
jmcneil65
12
views
3
comments
0
points
Most recent by
MontanaKarl
January 18
Verizon Credit Card (Synchrony Bank) not available
Accepted Answer
dscotkerr
16
views
4
comments
0
points
Most recent by
Quicken Francisco
January 17
Bank of America paid e-Bill transactions downloaded as separate transactions
Answered
alaw168
65
views
14
comments
0
points
Most recent by
GenoM
January 17
Bond transactions are not updating in account
Answered
lcdrhall
25
views
5
comments
0
points
Most recent by
lcdrhall
January 17
Why am I unable to update transactions in my 2020 file? Quicken 6.03 on macOS 11.1 BIG SUR
Answered
sc_meredith
27
views
2
comments
0
points
Most recent by
jacobs
January 17
BOA Visa Card Transactions: Only Payments & Finance Charges Showing
Hudtm60
13
views
1
comment
0
points
Most recent by
Quicken Francisco
January 16
When Importing QFX to Update Accounts: Quicken Can't Find The Correct Account and Creates a New One
Hudtm60
23
views
1
comment
0
points
Most recent by
Quicken Francisco
January 16
How can I add an account category or grouping to the sidebar?
Answered
Joe13
27
views
2
comments
0
points
Most recent by
Joe13
January 16
quicken for Mac first downloads pending USAA transaction and then final transaction
Accepted Answer
ogjerry39
28
views
4
comments
0
points
Most recent by
Quicken_Tyka
January 15
Error with my529.org: Invalid certificate
Answered
jtenglish
378
views
24
comments
1
point
Most recent by
Philip Marvil
January 15
My bank downloads show my savings transactions but not checking
Answered
mick0
139
views
18
comments
0
points
Most recent by
mick0
January 15
Anyone having problems with Bank of America having to reset password
Accepted Answer
bpearll
42
views
5
comments
0
points
Most recent by
Richard.horn
January 14
Why Golden 1 Credit Union not updating Credit Card Transactions
Answered
CAPPY
871
views
65
comments
2
points
Most recent by
RSM2000
January 14
Merged: Schwab connect problem 1/12/21
toms123
10
views
0
comments
0
points
Started by
toms123
January 12
Capital One Bank will not update my accounts and only downloaded a few transactions why?
Answered
ericblackburn78
63
views
4
comments
0
points
Most recent by
jacobs
January 11
Can't add new investment account from existing broker
Answered
dktenor
27
views
2
comments
0
points
Most recent by
dktenor
January 11
Merged: Schwab
GIWalt
85
views
0
comments
1
point
Started by
GIWalt
January 11
Importing downloaded.QFX file for legacy transactions - Web Connect error
Accepted Answer
Gren9999
49
views
10
comments
0
points
Most recent by
Chris_QPW
January 10
Issue Adding FedLoan Account on Mac
Answered
stevenabraham
29
views
2
comments
0
points
Most recent by
stevenabraham
January 10
Interest Only Loan-Mac
System
23
views
2
comments
0
points
Most recent by
jacobs
January 10
Downloading Cost Basis from Merrill Lynch
Answered
Ashes
32
views
5
comments
0
points
Most recent by
John_in_NC
January 9
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