Download, Add/Update Accounts (Mac)

Discussion List

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  Not all accounts showing from Fidelity

  Answered ✓ Closed seansavant@ 472 views 1 comment 1 point Most recent by Quicken_Natalie October 2019
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  How Do I Categorize Stock Shares Donated to Charity?

  Answered ✓ Closed Neil@ 1.4K views 1 comment 0 points Most recent by Tom Young October 2019
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  Unable to download from Schwab

  Answered ✓ Closed gershbec 1.9K views 4 comments 0 points Most recent by gershbec October 2019
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  Can Quicken "Starter" version split transactions into more than 1 category?

  Answered ✓ Closed blue0cean 11 views 2 comments 0 points Most recent by jacobs October 2019
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  Need help recording mortgage payoff in Q Mac

  Answered ✓ Closed Diadorin 61 views 1 comment 0 points Most recent by Tom Young September 2019
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  Can I default my imported transactions to "Add Shares"?

  Answered ✓ Closed joegood666 21 views 5 comments 0 points Most recent by jacobs September 2019
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  why do I get this message when I try to export/download my account data to Quicken 2019?

  Answered ✓ Closed dragonflynbrambles 31 views 4 comments 0 points Most recent by dragonflynbrambles September 2019
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  memorizing transactions (Q Mac)

  Answered ✓ Closed Lelan 108 views 4 comments 0 points Most recent by Quicken_Tyka September 2019
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  How to copy an account from one file to another (Q Mac)

  Answered Closed jdh0 53 views 2 comments 0 points Most recent by NotACPA September 2019
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  There are two lists of investment categories, one with bullets and one without. How do I choose?

  Answered ✓ Closed megnmac 21 views 2 comments 0 points Most recent by megnmac September 2019
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  I added a new account at TD Ameritrade Institutional. I can't access for download.

  Answered ✓ Closed Steve275@ 291 views 1 comment -1 point Most recent by Quicken_Tyka September 2019
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  Issues with Synchrony bank credit cards no longer downloading to Quicken

  Answered Closed Geramy 5.6K views 32 comments 0 points Most recent by unknown September 2019
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  How to sync account on demand

  Answered ✓ Closed Commencents 21 views 2 comments 0 points Most recent by Commencents September 2019
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  Why are memos on same payee from previous transactions repeated again on new, different transactions

  Answered ✓ Closed James T Cook 63 views 2 comments 0 points Most recent by jacobs September 2019
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  Why doesn't the latest version memorize payees with their categories? (Q Mac)

  Answered ✓ Closed Horsefeathers 121 views 9 comments 2 points Most recent by jacobs September 2019
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  How do I stop the changing of transaction dates when downloading from my bank.

  Answered ✓ Closed neilweit 31 views 2 comments 0 points Most recent by J_Mike September 2019
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  Where are my downloaded transactions?

  Answered ✓ Closed Deacon Don 91 views 4 comments 0 points Most recent by Quicken_Tyka September 2019
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  Does Direct Connection let me split American Express account?

  Answered ✓ Closed PeterQ2012 181 views 4 comments 0 points Most recent by Ps56k2 September 2019
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  Defining Payees that should not be renamed

  Answered ✓ Closed DrGForce 61 views 2 comments 0 points Most recent by jacobs September 2019
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  What is the purpose of the dot before several income categories? Dividend, interest, etc

  Answered ✓ Closed CraigT 21 views 3 comments 0 points Most recent by jacobs September 2019
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  Debits are not showing in checking account transactions

  Answered ✓ Closed soupcook 482 views 14 comments 0 points Most recent by Howles September 2019
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  Spending/Income over time in "All Transactions" graph panel?

  Answered ✓ Closed kcoop 101 views 4 comments 0 points Most recent by kcoop September 2019
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  Type of Transaction

  Answered ✓ Closed Leslie Jones 503 views 5 comments 0 points Most recent by jacobs September 2019
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  Cannot download transactions from any account via Quicken Connect

  Answered ✓ Closed dwvaughn 101 views 3 comments 0 points Most recent by Quicken Sarah September 2019
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  What is the problem with updating Wells Fargo

  Answered ✓ Closed Diana108 161 views 1 comment 0 points Most recent by Quicken_Tyka September 2019
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  Quicken keeps adding deleted categories - any way to prevent this? (Q Mac)

  Answered ✓ Closed bethwr 121 views 1 comment 0 points Most recent by Quicken_Tyka September 2019
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  Transactions I enter in the mobile app show inregister but do not automatically match downloads

  Answered ✓ Closed micrene27 21 views 1 comment 0 points Most recent by Quicken_Tyka September 2019
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  Quicken for Mac - Why can't you link Cash Account to Investment Account like Windows 2017 allows?

  Answered ✓ Closed nmvphr 41 views 1 comment 1 point Most recent by John_in_NC September 2019
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  Bank of America; Health Accounts [edited]

  Answered ✓ Closed nmudgett 560 views 5 comments 0 points Most recent by jacobs September 2019
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  Feature Request - Ability to Match Scheduled Transaction to existing Transaction

  Answered Closed timpj5 31 views 2 comments 0 points Most recent by GeoffG September 2019