Using Quicken on the Web — Quicken

11 March 20226

John Kaminsky — Wed, 11 Mar 2026 19:30:58 +0000

Quicken Classic Deluxe Version 8.4.2 (Build 804.59835.100) - macOS 15.7.3 is not communicating for updates with PNC bank. This is tax season in the USA. This problem needs to be resolved ASAP.

Connecting two seperate credit cards with the same company

nkeebler — Sun, 08 Mar 2026 18:52:44 +0000

Hello,

I have two separate capital one credit cards, when i try to connect the second card, it only shows me that i have connected the first card, and will not allow me to enter the second set of user credentials. What should i do?

Unable to enter investment transaction / Quicken version R66-26

Ram — Mon, 09 Mar 2026 19:57:49 +0000

Hello

I am trying to use Quicken on the web. I synced all accounts.

I am unable to enter a transaction in the investment account. It does not show "+". It lists only holdings.

Help!

Thanks

How to move transaction in Quicken on the Web

sharkfin25 — Thu, 15 Jan 2026 21:03:26 +0000

Hi,

I would like to be able to re-sort transactions from the same date, so they line up with my bank accounts and the running balance matches, but I can't find a way to do that. Is it possible in the online version?

Thanks!

What has become of years of data from my stocks, bonds, savings and checking accounts?

Sis — Thu, 05 Feb 2026 17:18:33 +0000

All of the data from my stock accounts has disappeared!!!! I can not find the data. I cannot check to see how my investments are doing.

I hate the new way Quicken is showing my checking and savings accounts. It's taken a great deal of time this morning trying to figure this out.

Why did this Change? If the change cannot be undone, where is my data?

Automatic Loan - Quicken Web Personal & Business

YamPer — Thu, 22 Jan 2026 18:02:12 +0000

Do you plan to add automatic loans like Quicken Classic does?

[Edited-Readability]

How to delete cloud accounts

Snorkle — Thu, 15 Jan 2026 19:00:31 +0000

I use Quicken Classic and have sync turned off. However I noticed that I have 9 Cloud Accounts when I log into Quicken on the web. I do not know if this is because sync was turned on in the past but I would like to know how check that no transaction information is stored in the cloud and how to delete accounts that are not being used.

Quicken is logging updates to the wrong accounts - the online totals do NOT matching the app totals.

Jon Simpson — Sat, 03 Jan 2026 17:24:51 +0000

Quicken is logging updates to the wrong accounts - the online totals is not matching the app totals

This is getting very frustrating…I am having to manually delete transactions and apply the payments to the correct accounts. What can I do to resolve this issue….I am ready to cancel my subscription because I am having to manually do 3 times the work and compare all transactions to the website versus the Quicken online app.

Considering migrating from desktop to web

System — Sat, 06 Dec 2025 21:10:39 +0000

This discussion was created from comments split from:

How can I recover data from the Quicken Cloud to my Laptop version of Quicken?

Cancel Quicken Simplifi [Edited]

charkur — Tue, 09 Dec 2025 21:30:01 +0000

I would like to cancel Quicken Simplifi, not what I thought it was.

Transactions for investment accounts

Stevemd — Sun, 16 Nov 2025 20:41:59 +0000

I am trying to get Quicken Web access up and running for the first time. I have synced all my accounts from Quicken Windows. When I look at the web interface, I can see transactions for all of the banking accounts. However, I can't see transactions for any of the investment accounts. When I click on the investment account, I see the balances and holdings but no transactions. When I click on the transactions menu and filter for the investment accounts, no transactions are found.

I have not done an update directly from the web app (since I'm hoping to use it for viewing only).

Is this a limitation in the web app or is something going wrong?

How can I recover data from the Quicken Cloud to my Laptop version of Quicken?

Paul_Casey — Fri, 14 Nov 2025 21:41:25 +0000

I use the Quicken App on my Icloud to enter my data. Periodically I sync the data to my laptop version of Quicken. I recently opened my Laptop version of quicken and had no data, it has all disappeared. I tried restoring from my backups and both of them did not work. The data still appears on the App version. If I run Sync on my Laptop will it retsore the information on the App to my laptop, or vice-versa?

Transacting using Quicken on the Web

JennyG905 — Tue, 21 Oct 2025 02:33:00 +0000

I'm in Australia and, as such, am unable to get the Quicken Mobile app for my iPhone. I have Quicken on the Web, but I don't seem to be able to do anything but look at what's there. Am I able to enter transactions on my phone? I'm thinking of getting an iPad to use while traveling, but if I can't use it to enter transactions, then I might as well keep lugging my laptop around the world!! Any suggestions would be greatly appreciated.

[Edited-Readability]

Memorized Transaction Prompt

JeffJackson0 — Wed, 01 Oct 2025 23:00:36 +0000

Hi Quicken Team,

I appreciate the ongoing improvements to the software, but I’d like to request an option to permanently disable the “Save this to Memorized Payee List” checkbox prompt that appears when entering or editing transactions. Even with “Automatically memorize new payees” turned off in Preferences, this popup still appears and slows down workflow—especially when managing many entries.

Could you consider adding a toggle in Preferences to suppress this prompt entirely? It would be a helpful quality-of-life improvement for users who prefer manual control over their Memorized Payee List.

Thanks for considering!

What features to I give up by moving from Quicken Classic for Mac to Quicken on the Web?

tim.rohrer1 — Fri, 03 Oct 2025 19:13:29 +0000

I've been using Quicken Classic Deluxe for quite some time. I'm considering switching to Quicken on the Web (Business and Personal).

For those who've made a similar transition, or who have experience with both products, what will I give up in making that transition?

Thanks.

List of Requests for Quicken on the Web Features

smayer97 — Thu, 11 Oct 2018 20:57:57 +0000

This list includes features that interact with either the Mac or the Windows versions, as many (most?) of the features apply equally to both platforms.

To pull up the entire list of and to add your VOTE to related IDEAS for Quicken on the Web, follow these simple steps:

Instructions:
1. Click VOTE at the top of THIS page to promote these instructions, to encourage other users to also vote on these items. THIS DOES NOT COUNT AS A VOTE FOR ANY OF THE WEB FEATURES!

You still have to go to their respective page and add your vote there for it to count!

2. Click the link How to Filter Conversations/Discussion Threads on this Forum (to see only what you want) and follow the 4 simple steps.

3. When you get to step 4, select IDEAS and clear all the rest then simply select all the categories under Quicken on the Web.

4. TIP: If you want to see the ranking of IDEAS based on the vote count, follow the instructions at the link above and simply Sort the list by "Number of me-Toos - highest first". Then click Apply & Save at the bottom of that list.

5. Now click on each link you are interested in, then VOTE on EACH IDEA separately on the respective page that opens up.

If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!

6. If you want to be notified of replies to any of the IDEAS, be sure to click FOLLOW at the top of EACH page in which you are interested.

NOTE: If you have your own WEB related IDEA, create your own IDEA thread and select the Quicken on the Web category. This is so others can add their vote to it. Otherwise, their votes cannot be recorded/counted for it.

Because Quicken on the Web and Quicken Mobile use the same back end to support their features, you may also want to browse the List of Requests for Quicken Mobile Features.

When you are done with this list, I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the other missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To do that click on this underlined link and follow the instructions:
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On for Quicken for Mac

or if you prefer this itemized layout:
EXPANDED List of Categorized IDEAS of Feature Requests and Enhancements to Vote On

Now VOTE to your heart's content! Your VOTE matters!