Quicken Community

Discussion List

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  Client field in Reports

  nephilim 40 views 1 comment 0 points Most recent by John_in_NC October 8Reports (Mac)
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  "The selected transactions cannot be matched" (Q Mac)

  Ploooplooo 101 views 5 comments 0 points Most recent by John_in_NC October 8Registers & Transactions (Mac)
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  5

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  Bill and Income Reminders

  Reviewed Dave Kacoroski 60 views 2 comments 5 points Most recent by Quicken Alyssa October 8Paying Bills, Online Billers & Reminders
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  4

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  Allow, create a method to Export / Import Saved Reports > Quicken file to Quicken file

  Reviewed MishawakaKirk 101 views 3 comments 4 points Most recent by Quicken Alyssa October 8Reports
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  1

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  Improvements to Portfolio X-Ray

  Reviewed datajunkie 99 views 3 comments 1 point Most recent by Quicken Alyssa October 8Investments
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  1

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  Need Improvements and Contingency For Options and downloads because of ISSUES.

  Reviewed BRETTB 38 views 1 comment 1 point Most recent by Quicken Alyssa October 8Investments
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  Cannot add E-trade account - sign-in form does not open in browser

  madbrain 148 views 7 comments 0 points Most recent by Quicken Laura October 8Download, Add/Update Accounts (Windows)
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  Golden 1 Announces Live Download via Quicken for Mac fully fixed Aug 28, 2026

  RSM2000 364 views 20 comments 0 points Most recent by cadolfan October 8Download, Add/Update Accounts (Mac)
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  Transfer of MM shares between Fido Accts not showing up

  Sharkbait 58 views 1 comment 0 points Most recent by Quicken Laura October 8Errors and Troubleshooting (Mac)
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  Stifel Connection Problem on Mac Classic

  sms2 156 views 5 comments 0 points Most recent by Quicken Carlos October 8Errors and Troubleshooting (Mac)
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  Automatic Reconciliation Issues [Edited]

  Greydog9928 105 views 4 comments 0 points Most recent by Quicken Alyssa October 8Errors and Troubleshooting (Mac)
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  I've just started receiving a CC-501 error with Citi MasterCard download. Next steps?

  Answered jcjrb 124 views 5 comments 0 points Most recent by Quicken Carlos October 8Errors and Troubleshooting (Windows)
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  Batch edit client field

  Reviewed nephilim 18 views 0 comments 1 point Started by nephilim October 8 Ideas for Mac Classic
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  Fidelity Investments - Unable to download transactions

  System 76 views 2 comments 0 points Most recent by Quicken Laura October 8Errors and Troubleshooting (Windows)
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  UPDATED 10/08/26 Voya-FDP-105/CC-505

  Quicken Kristina 165 views 1 comment 0 points Most recent by Quicken Alyssa October 8Alerts, Online Banking & Known Product Issues
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  ONGOING 10/08/26 Quicken Windows - Register scrolling issue when Compare-to-Register is expanded

  Quicken Levetta 280 views 2 comments 0 points Most recent by Quicken Alyssa October 8Product Alerts
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  ONGOING 10/08/26 Quicken Windows – Split Transactions Not Working Correctly

  Quicken Levetta 612 views 2 comments 0 points Most recent by Quicken Alyssa October 8Product Alerts
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  ONGOING 10/08/26 LPL Financial- CC-502/FDP-102 FI_TIMEOUT

  Quicken Levetta 848 views 2 comments 0 points Most recent by Quicken Alyssa October 8Alerts, Online Banking & Known Product Issues
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  UPDATED 10/08/26 Treasury Direct - FDP-101/CC-501

  Quicken Alyssa 251 views 1 comment 1 point Most recent by Quicken Alyssa October 8Alerts, Online Banking & Known Product Issues
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  UPDATED 10/08/26 Edward Jones OL-332-A / 15500

  Quicken Alyssa 85 views 1 comment 0 points Most recent by Quicken Alyssa October 8Alerts, Online Banking & Known Product Issues
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  One Schwab account stopped downloading transactions

  AKmike 67 views 3 comments 0 points Most recent by Quicken Carlos October 8Download, Add/Update Accounts (Mac)
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  Why aren't my Susquehanna Federal Credit Union transactions downloading?

  Answered sstillma 42 views 2 comments 0 points Most recent by Quicken Alyssa October 8Download, Add/Update Accounts (Windows)
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  Bullion Updates

  Answered Closed Tony Robinson 81 views 4 comments 0 points Most recent by Quicken Laura October 8Download, Add/Update Accounts (Mac)
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  Bank had to switch server. Had to reconnect bank account and need to merge data.

  Answered mainstproperty 58 views 3 comments 0 points Most recent by Quicken Alyssa October 8Download, Add/Update Accounts (Mac)
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  American Century Investments won't add or activate one step update

  deliusfan 62 views 3 comments 0 points Most recent by Quicken Laura October 8Errors and Troubleshooting (Windows)
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  Windows, Quicken Classic, Web express connection gone

  Answered Closed jerrycasel 242 views 9 comments 0 points Most recent by Quicken Laura October 8Download, Add/Update Accounts (Windows)
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  Connection with bank rejected

  Padre66 59 views 2 comments 0 points Most recent by Quicken Alyssa October 8Download, Add/Update Accounts (Windows)
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  Migration to Quicken on Mac

  Answered ssohani 141 views 7 comments 0 points Most recent by Quicken Alyssa October 8Investing (Windows)
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  Using same Quicken file on two different PCs

  ButchNC 273 views 21 comments 0 points Most recent by retird October 8Budgeting and Planning Tools (Windows)
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  Add Setting to STOP Monthly Budget Amount from automatically changing to Actual Amount at EOM (Q Mac

  Reviewed PSmacintosh2 170 views 6 comments 1 point Most recent by Chris_QPW October 8Budget and Planning Tools