Quicken Community

Discussion List

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  Is Wise a supported Financial Institution, and how to add it?

  Answered WillAdamson 71 views 6 comments 0 points Most recent by Sceptic September 1Download, Add/Update Accounts (Windows)
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  Provide a tool to automatically format CSV files for import into Quicken [Edited]

  Reviewed KMajor 41 views 1 comment 2 points Most recent by andrea46 September 1Product Enhancements
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  Universal Database that allows Windows and Mac access

  Reviewed csmoore 31 views 1 comment 1 point Most recent by Chris_QPW September 1Backups and File Conversions
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  Memorized transactions not entering in check register [Edited]

  jerryglisson 100 views 4 comments 0 points Most recent by mshiggins August 31Registers & Transactions (Windows)
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  What if the right account isn't available in the list from Quicken to "Link to existing account"?

  Answered NRod 61 views 5 comments 0 points Most recent by NRod August 31Download, Add/Update Accounts (Windows)
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  Make transaction matching work better

  Reviewed spalt 94 views 13 comments 4 points Most recent by NotACPA August 31Manage Accounts and Transactions
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  Quicken windows backup restore on Mac

  Answered ssohani 142 views 12 comments 0 points Most recent by John_in_NC August 31Installing and Updating (Mac)
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  Add option to run Sync and Backup on Quicken Exit in the background.

  Reviewed the3roots 12 views 1 comment 1 point Most recent by csmoore August 31Backups and File Conversions
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  Unable to Connect to BMO after recent Quicken for Mac Update

  Answered supersol 34 views 2 comments 0 points Most recent by supersol August 31Download, Add/Update Accounts (Mac)
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  America First Credit Union OL-297-A Error

  michele.parsonsu 14 views 1 comment 0 points Most recent by Quicken Kristina August 31Errors and Troubleshooting (Windows)
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  Reports do not save "Cents (no rounding)" choice

  Answered DL# 124 views 8 comments 0 points Most recent by DL# August 31Reports (Windows)
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  Re: Why isn't the issue with Portfolio Xray Not Getting More Attention?

  Steven 638 views 29 comments 2 points Most recent by Quicken Kristina August 31Investing (Windows)
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  Credit card online biller incorrectly showing amount due as a credit

  Answered RobCO 466 views 26 comments 0 points Most recent by cyberphile August 31Errors and Troubleshooting (Windows)
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  Ally Brokerage to Quicken for Mac

  jfleischman 21 views 1 comment 0 points Most recent by Quicken Kristina August 31Download, Add/Update Accounts (Mac)
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  Quicken does not recognize the asset classes in the target retirement fund

  Closed frugalneuro 112 views 9 comments 0 points Most recent by Sharon M. August 31Investing (Windows)
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  Comments for Bills

  Reviewed jljeeper 24 views 1 comment 2 points Most recent by Quicken Kristina August 31Paying Bills, Online Billers & Reminders
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  Retail Purchase Categorization Does Not Find Purchases

  supecoop 263 views 12 comments 0 points Most recent by Quicken Kristina August 31Retail Purchase Categorization
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  I have a question regarding applying categories to new downloaded transactions.

  qckenguy 111 views 4 comments 0 points Most recent by Quicken Laura August 31Download, Add/Update Accounts (Mac)
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  Incorrect reported number for "New transactions downloaded"

  PaulM58 52 views 3 comments 0 points Most recent by Quicken Laura August 31Download, Add/Update Accounts (Mac)
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  Tax Planner - SIMPLE IRA employer contributions in PayCheck

  zot100 76 views 3 comments 0 points Most recent by Quicken Kristina August 31Budgeting and Planning Tools (Windows)
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  R69.21 update: customer address no longer populates invoices after latest update

  Philip_BisonTechPLus 34 views 3 comments 0 points Most recent by Quicken Carlos August 31Errors and Troubleshooting (Windows)
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  OSU downloaded transactions say matched but then create a new transaction (Edited)

  ddemoney 33 views 1 comment 0 points Most recent by Quicken Carlos August 31Errors and Troubleshooting (Windows)
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  Support Tags on Budgets (3 Merged Votes) (Q Mac)

  Reviewed smayer97 695 views 34 comments 17 points Most recent by Cohen Adair August 31Budget and Planning Tools
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  Show US dollar amounts for Canadian Dividends in Security View for US Version of Q-Classic

  Reviewed RonHi 2 views 2 comments 2 points Most recent by Quicken Laura August 31Investments
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  Confirming Balances - provide more info & offer an option to decide later [Edited]

  Reviewed a1newman 42 views 2 comments 2 points Most recent by Quicken Laura August 31Display/UI
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  Be able to assign _ income categories to a parent

  Reviewed cm_blk 42 views 3 comments 1 point Most recent by Quicken Laura August 31Display/UI
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  Exchange Traded Funds (ETFs) security type [Edited]

  Reviewed jcorley522 35 views 2 comments 2 points Most recent by Quicken Laura August 31Investments
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  Receipt scanning and auto splitting for Quicken Classic Business and Personal

  Reviewed BenT 12 views 0 comments 1 point Started by BenT August 31 Manage Accounts and Transactions
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  Regions update fails intermittently with OL-332-A

  Liz Hines 92 views 4 comments 0 points Most recent by unknown August 31Download, Add/Update Accounts (Windows)
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  What is the status of CTP-17875 from July 23, 2026?

  Answered onlyjohn 81 views 5 comments 0 points Most recent by Quicken Carlos August 31Download, Add/Update Accounts (Mac)