Quicken Community

Discussion List

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  Account not showing in One Step Update Result

  Bione 40 views 5 comments 0 points Most recent by Quicken Carlos March 31Download, Add/Update Accounts (Windows)
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  Enhanced Category and Tag Integration in Reports

  Reviewed spk5512 44 views 1 comment 4 points Most recent by joekormos March 31Reports
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  Bill Reminders wiped when One-Step Update for a credit card is run

  Khyron 47 views 5 comments 0 points Most recent by UKR March 31Errors and Troubleshooting (Windows)
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  Inconsistent OSU, EWC does not show Complete status. Enhancement Request [3 Merged]

  Reviewed BK 638 views 37 comments 36 points Most recent by MauriAnne March 31Manage Accounts and Transactions
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  UPDATED 3/31/26 Quicken Windows/ Quicken Mac -MIDFLORIDA Credit Union - Missing transactions

  Quicken Alyssa 40 views 1 comment 0 points Most recent by Quicken Alyssa March 31Alerts, Online Banking & Known Product Issues
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  Holding Security Same Security at two different Brokerages (Best Method to Handle)

  BRETTB 38 views 3 comments 0 points Most recent by BRETTB March 31Investing (Windows)
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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 802 views 15 comments 38 points Most recent by mikek753b March 31Budget and Planning Tools
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  YTD Return on Portfolio Performance View of Investments is Incorrect

  pgavon 69 views 4 comments 0 points Most recent by Quicken Carlos March 31Investing (Windows)
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  Getting "There are no uncleared items to reconcile" since last update.

  kdegon21 161 views 22 comments 0 points Most recent by Quicken Alyssa March 31Download, Add/Update Accounts (Windows)
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  Report including Closed and Hidden Accounts

  mthawsh 21 views 1 comment 0 points Most recent by Quicken Laura March 31Reports (Windows)
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  How do I record a Roth conversion

  Answered marciaearle 27 views 1 comment 0 points Most recent by NotACPA March 31Errors and Troubleshooting (Windows)
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  Sync to Web Constantly Corrupts Scheduled Transactions with Splits

  dayjk88 56 views 4 comments 5 points Most recent by UKR March 31Errors and Troubleshooting (Windows)
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  SLOW LOADING DATA FILE WITH R66.28

  chetjunior 380 views 21 comments 1 point Most recent by Quicken Carlos March 31Errors and Troubleshooting (Windows)
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  CC-601 Error - Fidelity Brokerage Accounts not updating.

  gtgerbo 3.6K views 144 comments 2 points Most recent by shtevie March 31Download, Add/Update Accounts (Windows)
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  Get error OL-220-B when downloading Simplii account info into Quicken

  BrianLynda 67 views 3 comments 0 points Most recent by Klementz March 31All Things Canadian (Windows)
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  Why is the "To Date" column in the Planning tab not correct when the monthly column is correct?

  Answered KevinS2022 38 views 1 comment 0 points Most recent by Quicken Laura March 31Budgeting and Planning Tools (Windows)
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  How do I add AT&T and Entergy to my online billers.

  Answered Closed bbirch99 38 views 8 comments 0 points Most recent by Quicken Alyssa March 31Paying Bills, Online Billers & Reminders (Windows)
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  Memorized Payee List not working as expected

  Answered Closed MSGS 118 views 10 comments 0 points Most recent by Quicken Alyssa March 31Registers & Transactions (Windows)
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  Vanguard transactions in Quicken are not lining up with balances on Vanguard

  Closed smm13 79 views 8 comments 0 points Most recent by Quicken Alyssa March 31Registers & Transactions (Windows)
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  Why can't I see the amount in one of the accounts when I have transfer between two accounts?

  Answered Closed morinna 69 views 9 comments 0 points Most recent by Quicken Alyssa March 31Errors and Troubleshooting (Windows)
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  Bank of America - is it hacked?

  Closed Gary Talda 100 views 6 comments 0 points Most recent by Quicken Alyssa March 31Download, Add/Update Accounts (Windows)
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  Capital One update issues [Edited]

  Answered Puttly 52 views 6 comments 0 points Most recent by Quicken Alyssa March 31Errors and Troubleshooting (Windows)
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  Upgrading Premier to Business & Personal

  CowanInc 22 views 1 comment 0 points Most recent by Quicken Laura March 31Installing and Updating (Windows)
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  Discover credit card - Authorized, worked last month, now doesn't download

  sjtideman 205 views 13 comments 0 points Most recent by Quicken Alyssa March 31Download, Add/Update Accounts (Windows)
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  Investment Account

  Answered Rick Harbrecht 32 views 2 comments 0 points Most recent by Tom Young March 31Investing (Windows)
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  Lifetime Planner IDEA: Allow User to Change Account Order of Withdrawal Sequence in LTP

  Reviewed Scooterlam 416 views 13 comments 40 points Most recent by Quicken Anja March 31Budget and Planning Tools
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  Collapse Categories in Budget view (6 Legacy Votes)

  Reviewed hmday 858 views 24 comments 32 points Most recent by Quicken Anja March 31Budget and Planning Tools
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  BECU - FDP-106 error

  kneeoil 89 views 4 comments 0 points Most recent by Quicken Anja March 31Download, Add/Update Accounts (Mac)
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  Why is cash not auto synched?

  Answered drez 23 views 3 comments 0 points Most recent by Quicken Anja March 31Download, Add/Update Accounts (Windows)
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  Investment Tracking - Month End Values Only

  Answered DavidSimp 60 views 3 comments 0 points Most recent by Quicken Anja March 31Investing (Windows)