Quicken Community

Discussion List

• 
  Fidelity accounts missing transactions

  Closed System 44 views 4 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
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  Issue with Scotiabank

  Answered ✓ Closed PSClaughton 140 views 18 comments 0 points Most recent by PSClaughton February 27All Things Canadian (Windows)
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  Mr. Cooper is no longer connecting.

  Answered Closed bshopay 1.1K views 22 comments 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Mac)
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  35
  Tax planner (16 Legacy Votes)

  Planned Quicken Community 602 views 26 comments 35 points Most recent by Quicken Kristina February 27Budget and Planning Tools
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  error in cash reporting on transaction screen /suggestions to fix

  Answered Closed rayseidlinger 21 views 1 comment 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Windows)
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  Unable to download transactions from Teachers Retirement System of Georgia

  Answered Closed jeharden 34 views 3 comments 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Mac)
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  Can no longer copy & paste using ctrlC & ctrlV or Edit Menu; preferences are set to Windows standard

  Closed DPapaioannou 18 views 1 comment 0 points Most recent by RalphC February 27Errors and Troubleshooting (Windows)
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  Heads Up: LendingClub is currently experiencing a system outage, login not available

  Closed Will Fiveash 24 views 3 comments 0 points Most recent by Quicken Anja February 27Download, Add/Update Accounts (Mac)
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  Merged: tbm

  Closed System 2 views 0 comments 0 points Most recent by jjrichards February 27Download, Add/Update Accounts (Mac)
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  Fidelity IRA account multiple problems with balance, cash, realized gains/loss, add shares

  Closed daverph 204 views 11 comments 1 point Most recent by Quicken Kristina February 27Errors and Troubleshooting (Mac)
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  Schwab download with multiple user IDs and accounts

  Closed murts1 44 views 4 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
• 
  Venmo Sync Ceases to Work

  Closed Peter Allen 349 views 9 comments 0 points Most recent by Quicken Anja February 27Download, Add/Update Accounts (Windows)
• 
  Any ideas on why my Quicken Classic (R66.18) will no longer download transactions from CSECU?

  Answered Closed gregpick 29 views 1 comment 0 points Most recent by NotACPA February 27Download, Add/Update Accounts (Windows)
• 
  Quicken message states I do not have a subscription/ expired but I am good through Sept 2026

  Answered Closed Marchelle_1 41 views 3 comments 0 points Most recent by Quicken Kristina February 27Errors and Troubleshooting (Windows)
• 
  Portfolio X-Ray AI Analysis tool shows same results regardless of asset allocation

  Closed System 154 views 9 comments 0 points Most recent by Quicken Kristina February 27Investing (Windows)
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  How do I set up my budget to align with income and expenses?

  Answered ✓ Closed wpg 51 42 views 2 comments 0 points Most recent by wpg 51 February 27Budgeting and Planning Tools (Windows)
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  1

  Up
  limited and general investment partnerships for Quicken for Mac

  Reviewed Morrie Siegel 20 views 2 comments 1 point Most recent by Quicken Kristina February 27Investments
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  Fidelity checking transactions not downloading

  Closed System 19 views 2 comments 0 points Most recent by Quicken Kristina February 27Download, Add/Update Accounts (Windows)
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  ONGOING 2/27/26 Discover - "We have experienced technical error. Please try again"

  Quicken Laura 765 views 2 comments -1 point Most recent by Quicken Janean February 27Alerts, Online Banking & Known Product Issues
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  ONGOING 2/27/26 Discover - "Page not Available" error with contact info

  Quicken Laura 336 views 2 comments -1 point Most recent by Quicken Janean February 27Alerts, Online Banking & Known Product Issues
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  Merrill Edge CMA account converted to "simple investing"

  Closed heartsf 47 views 2 comments 1 point Most recent by davidmarketing February 27Errors and Troubleshooting (Windows)
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  1

  Up
  Investment Performance Report Improvement: add last 5, 10, & 15 year options [Edited]

  Jeffspain 33 views 2 comments 1 point Most recent by Jeffspain February 27Investments
• 
  Account reconciliation for investment accounts isn't working

  Closed System 7 views 1 comment 0 points Most recent by petermartin1950 February 27Errors and Troubleshooting (Windows)
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  4

  Up
  Flags are hard to see; replace them with a colored box instead [Edited]

  Reviewed Fishgar 26 views 0 comments 4 points Most recent by Fishgar February 27Product Enhancements
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  Fidelity and Quicken File and Connectivity Change between Feb 24 and Feb 25

  Closed Quicklongtime 33 views 1 comment 0 points Most recent by Quicklongtime February 27Errors and Troubleshooting (Windows)
• 
  89
  Need a way for a user to do a controlled abort of one step update (8 Legacy Votes)

  Planned Rick Gumpertz 1.5K views 56 comments 89 points Most recent by Chris_QPW February 26Manage Accounts and Transactions
• 
  Why some investment accounts in Quicken Classic Premier don't update?

  Answered Closed Overhead10 54 views 3 comments 0 points Most recent by Overhead10 February 26Download, Add/Update Accounts (Windows)
• 
  Merged: Enhancement of Investment Performance Report

  Closed Jeffspain 11 views 0 comments 1 point Most recent by Jim_Harman February 26Ideas for Windows Classic
• 
  Updating Cost basis in Quicken for Mac 8.4.2

  Answered Closed jxwinks 80 views 4 comments 0 points Most recent by John_in_NC February 26Investing (Mac)
• 
  Unable to Connect Two Citi Bank Accounts Simultaneously [Edited]

  Closed tsetchel 20 views 1 comment 0 points Most recent by Quicken Laura February 26Download, Add/Update Accounts (Windows)