Quicken Community

Discussion List

• 
  Quicken vs. SEI Connect

  Answered bwylam 161 views 9 comments 0 points Most recent by NotACPA August 6Download, Add/Update Accounts (Windows)
• 
  What's with One Drive ?

  Answered Gene619 40 views 1 comment 0 points Most recent by NotACPA August 6The Water Cooler
• 
  Can't add online account

  Answered Melissa.Witelus 70 views 4 comments 0 points Most recent by NotACPA August 6Download, Add/Update Accounts (Windows)
• 
  One Step Update Freezes

  ivbec 110 views 4 comments 0 points Most recent by UKR August 6Errors and Troubleshooting (Windows)
• 
  2

  Up
  Address Book Record Only Includes Home and Work Phone Fields [Edited]

  BrianQ 40 views 2 comments 2 points Most recent by UKR August 6Product Enhancements
• 
  17
  Quicken Classic Mac - Business & Personal (Canada) Add CDN Currency to Invoicing

  Planned James Tuttle 1.5K views 62 comments 17 points Most recent by Darran_AUS August 6Canada Mac
• 
  Ticket #12299543/CTP-16655

  Answered jblevy01 40 views 1 comment 0 points Most recent by Quicken Anja August 6Investing (Mac)
• 
  Single‑Date Balance Report Exports Include Hidden Linefeed + “Balance” in Date Header

  pablomiller 124 views 4 comments 0 points Most recent by pablomiller August 6Reports (Windows)
• 
  Two Fidelity Accounts Have Wrong Totals in Net Worth Report [Edited]

  Answered T Gondesen 60 views 4 comments 0 points Most recent by T Gondesen August 6Reports (Windows)
• 
  Continual CC-503 messages from Quicken logins but Web Access fine

  Answered jzahrndt 72 views 5 comments 0 points Most recent by Quicken Carlos August 6Download, Add/Update Accounts (Windows)
• 
  Fidelity Covered calls

  Harish 130 views 7 comments 0 points Most recent by Quicken Carlos August 6Download, Add/Update Accounts (Windows)
• 
  Prob let with 1 ETF always getting price info

  Answered ✓ Don Awalt 60 views 5 comments 0 points Most recent by Don Awalt August 6Download, Add/Update Accounts (Windows)
• 
  Quicken constantly revalues Vanguard Federal Money Market Fund (VMXX) from $1.00 to a random value

  Answered jmccaski 81 views 4 comments 0 points Most recent by BK August 6Errors and Troubleshooting (Windows)
• 
  Stock name incorrect

  Brad P 30 views 1 comment 0 points Most recent by Brad P August 6Download, Add/Update Accounts (Windows)
• 
  Credit Cards - Statement Memo numbers to Names

  Closed bck 83 views 4 comments 0 points Most recent by Quicken Anja August 6Download, Add/Update Accounts (Mac)
• 
  how do I get my deactivate button back

  Answered Closed tumom2 132 views 9 comments 0 points Most recent by Quicken Anja August 6Download, Add/Update Accounts (Windows)
• 
  Cash charitable deduction for 2026 and NIIT, net investment income

  jsnider47 111 views 5 comments 2 points Most recent by markus1957 August 6Budgeting and Planning Tools (Windows)
• 
  Quicken Mobile bugs and feedback

  Answered Scott Rose 103 views 3 comments 0 points Most recent by Quicken Alyssa August 6Errors and Troubleshooting (Mac)
• 
  Fidelity accounts and Fidelity-partner accounts again in reauthorization loop!

  Closed Chuck77 222 views 6 comments 1 point Most recent by Quicken Carlos August 6Download, Add/Update Accounts (Windows)
• 
  5

  Up
  Allow "Simple" "Investment Tracking Method" for offline accounts

  Reviewed RPSMG 201 views 12 comments 5 points Most recent by Chris_QPW August 5Investments
• 
  Another Credit Card Provider bites the dust.

  Closed r@bbit 73 views 2 comments 0 points Most recent by jdparker225 August 5Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Please support specifying CUSIP identifiers for CT Trusts.

  Reviewed cm_skier 12 views 0 comments 1 point Started by cm_skier August 5 Investments
• 
  7

  Up
  Include $ amounts in Lifetime Planner's Event List

  Reviewed BK 103 views 6 comments 7 points Most recent by Scooterlam August 5Budget and Planning Tools
• 
  Purchase Item with CC, Refunded with Cash

  Jgatesway 120 views 12 comments 0 points Most recent by Jgatesway August 5Registers & Transactions (Mac)
• 
  Quicken Classic PC constantly renames Cisco Systems (CSCO) to Circor (CIR) in my stock portfolio

  Answered Closed jmccaski 54 views 4 comments 0 points Most recent by jmccaski August 5Errors and Troubleshooting (Windows)
• 
  1

  Up
  Integrate Expense Bot with Quicken to automate receipt match to quicken transaction

  Reviewed Hawk73ku 61 views 5 comments 1 point Most recent by NotACPA August 5Rental Property and Business Tools
• 
  Tax Return's State Payment display in reports

  Answered ✓ Closed BK 233 views 10 comments 0 points Most recent by BK August 5Reports (Windows)
• 
  How to match multiple single bill reminder transactions to the splits in one downloaded transaction?

  Answered Closed JKurka 81 views 3 comments 0 points Most recent by JKurka August 5Registers & Transactions (Windows)
• 
  Fidelity Brokerage Account Stopped Downloading Transactions

  Closed ramjack 798 views 23 comments 0 points Most recent by Ray August 5Download, Add/Update Accounts (Windows)
• 
  Best report for Analyzing Total Performance including Covered Calls?

  Answered Closed EdC 62 views 3 comments 0 points Most recent by NotACPA August 5Investing (Windows)