Quicken Community

Discussion List

• 
  One Schwab account stopped downloading transactions

  Closed AKmike 116 views 4 comments 0 points Most recent by Quicken Carlos October 15Download, Add/Update Accounts (Mac)
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  Can't change city, state & zip in my Quicken account?

  Answered John Patriarca 105 views 3 comments 0 points Most recent by John Patriarca October 15Download, Add/Update Accounts (Windows)
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  Sync Accounts in Different Currencies

  Closed MarcoSP 104 views 4 comments 0 points Most recent by Quicken Laura October 15Using Quicken on the Web
• 
  LPL Financial One Step Update Fail with CC-502 Error Code

  schmieg 398 views 16 comments 3 points Most recent by schmieg October 15Download, Add/Update Accounts (Windows)
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  ONGOING 10/15/26 Treasury Direct - FDP-101/CC-501

  Quicken Alyssa 429 views 2 comments 1 point Most recent by Quicken Alyssa October 15Alerts, Online Banking & Known Product Issues
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  ONGOING 10/15/26 Edward Jones OL-332-A / 15500

  Quicken Alyssa 279 views 2 comments 0 points Most recent by Quicken Alyssa October 15Alerts, Online Banking & Known Product Issues
• 
  Search function failure

  Closed MSStateDawg 170 views 6 comments 0 points Most recent by Quicken Alyssa October 15Errors and Troubleshooting (Windows)
• 
  6 brokerage accounts but only 1 agrees, how to fix?

  Answered 800FRobHall 40 views 1 comment 0 points Most recent by Sceptic October 15Download, Add/Update Accounts (Windows)
• 
  Quicken not balancing AGAIN

  Morpheus 113 views 4 comments 0 points Most recent by RichardSchreyer October 15Download, Add/Update Accounts (Windows)
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  Ally Bank downloads not updating

  joe-ender 133 views 4 comments 0 points Most recent by Quicken Carlos October 15Errors and Troubleshooting (Windows)
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  Huntington Bank checking account not updating via One-Step Update

  pswillia1 1.1K views 13 comments 7 points Most recent by Quicken Carlos October 15Download, Add/Update Accounts (Windows)
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  Dividend Report

  Reviewed GTmem 36 views 0 comments 1 point Started by GTmem October 15 Reports
• 
  First Citizens Investor Services/First Citizens Wealth

  Answered rdlackey 174 views 8 comments 0 points Most recent by Quicken Laura October 15Download, Add/Update Accounts (Windows)
• 
  Has the problem of Portfolio X-ray not recognizing ETFs been solved?

  Answered bigskyrec 106 views 2 comments 1 point Most recent by bigskyrec October 14Investing (Windows)
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  cant get categories and ck number at same time

  Answered Photo 61 views 1 comment 0 points Most recent by Sceptic October 14Errors and Troubleshooting (Windows)
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  I am unable to download my transactions from my Credit Union

  Answered Goddess1 80 views 3 comments 0 points Most recent by Sceptic October 14Download, Add/Update Accounts (Windows)
• 
  How Do I Toggle Between My Investment Account Dashboard and the Individual Investment Transactions

  Answered mbhaymond@gmail.com 76 views 1 comment 0 points Most recent by Sceptic October 14Investing (Windows)
• 
  Problem Downloading from CIBC

  Answered lalonde.md 89 views 2 comments 0 points Most recent by Gilles9 October 14All Things Canadian (Mac)
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  Add ability to mark any security as cash for an account

  Reviewed prbsparx 37 views 0 comments 3 points Started by prbsparx October 14 Investments
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  Show bills due in the next X days in orange or yellow (Q Mac)

  Reviewed prbsparx 78 views 2 comments 1 point Most recent by prbsparx October 14Scheduled Transactions and Online Bills
• 
  Amazon no longer downloading transactions

  carthman 143 views 4 comments 0 points Most recent by Quicken Levetta October 14Errors and Troubleshooting (Windows)
• 
  Valley Bank Online connection problems

  markswot 134 views 3 comments 0 points Most recent by Quicken Laura October 14Download, Add/Update Accounts (Windows)
• 
  Additional display option for a credit card - Investments

  sturmke 62 views 1 comment 0 points Most recent by Quicken Alyssa October 14Investing (Windows)
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  Add ability to import X Money transactions.

  Reviewed Noel 500 views 9 comments 14 points Most recent by Chris_QPW October 14Product Enhancements
• 
  Why did stock intersection fail after the last update in Windows Classic Premier

  Answered tuscanyi 74 views 2 comments 0 points Most recent by Quicken Laura October 14Investing (Windows)
• 
  Allow to Filter Accounts in the Spending Tab

  Lee Peters 45 views 2 comments 1 point Most recent by Quicken Laura October 14Registers & Transactions (Windows)
• 
  Categorization broken after R69.26

  jclarke 63 views 1 comment 0 points Most recent by Quicken Levetta October 14Retail Purchase Categorization
• 
  Customized reports logic for accounts

  elorimer 200 views 7 comments 0 points Most recent by Chris_QPW October 14Reports (Windows)
• 
  Why is UBS data not downloading

  Answered ams228 90 views 3 comments 0 points Most recent by DaisyReed October 14Download, Add/Update Accounts (Windows)
• 
  NC State Employees Credit Union Upgrade & Connection Issues

  Answered Kitty_W 79 views 1 comment 0 points Most recent by Sceptic October 14Download, Add/Update Accounts (Windows)