Quicken Community

Discussion List

• 
  Why are my downloaded Charles Schwab IRA accounts balances consistently incorrect?

  Answered Closed dhall92026 8 views 1 comment 0 points Most recent by NotACPA February 3Download, Add/Update Accounts (Windows)
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  All my split transactions are scrambled constantly

  Closed vasicekpr 146 views 9 comments 0 points Most recent by Quicken Kristina February 3New to Quicken/Getting Started (Windows)
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  NY's 529 College Savings Program - not able to connect

  Closed JoshyG 309 views 10 comments 0 points Most recent by Quicken Kristina February 3Errors and Troubleshooting (Mac)
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  Issues creating a year-end copy [Edited]

  Answered Closed John%% 98 views 6 comments 0 points Most recent by John%% February 3File Conversion and Backup (Windows)
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  Transactions not downloading - Barclays (QMac)

  Closed System 44 views 7 comments 0 points Most recent by Quicken Kristina February 3Errors and Troubleshooting (Mac)
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  1/29 -Transactions not downloading - Barclays

  Closed bmhanenkrat 282 views 30 comments 0 points Most recent by Quicken Kristina February 3Errors and Troubleshooting (Windows)
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  36

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  Create account groups (5 Merged Vote)

  Reviewed M Wax 3K views 42 comments 36 points Most recent by beta4210 February 3Manage Accounts and Transactions
• 
  Fidelity IRA transaction not posting correctly

  Closed RWM-JR 61 views 6 comments 0 points Most recent by Quicken Kristina February 3Errors and Troubleshooting (Mac)
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  Can you add a new account intent?

  Answered Closed beta4210 45 views 5 comments 0 points Most recent by Jim_Harman February 3Registers & Transactions (Windows)
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  9

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  Manual Match Screen - Make Columns Adjustable

  Reviewed REvelyn01 115 views 12 comments 9 points Most recent by Quicken Kristina February 3Manage Accounts and Transactions
• 
  Quicken Built in Investment Reports

  Closed MrZipp 28 views 2 comments 0 points Most recent by MrZipp February 3Investing (Windows)
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  Dates and amounts shown in the "Last Payment" column are erroneous

  Closed System 33 views 8 comments 0 points Most recent by Quicken Kristina February 3Paying Bills, Online Billers & Reminders (Windows)
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  Elevations Credit Union not updating, error message "unknown error"

  Closed System 22 views 4 comments 0 points Most recent by Quicken Kristina February 3Errors and Troubleshooting (Windows)
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  ONGOING 2/3/26 GM Financial Auto Loan - FDP-106

  Quicken Alyssa 186 views 2 comments 0 points Most recent by Quicken Alyssa February 3Alerts, Online Banking & Known Product Issues
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  Citibank Costco Visa Card online balance incorrect in Quicken

  Closed FlyGuyTx 56 views 6 comments 0 points Most recent by Quicken Kristina February 3Registers & Transactions (Windows)
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  Can't access bank accounts

  Answered Closed klc217 104 views 2 comments 0 points Most recent by donaldmonahan February 3Errors and Troubleshooting (Quicken on the Web)
• 
  Entering bill reminder attempts to mattch to other transactions

  Answered Closed dashoffa 35 views 6 comments 0 points Most recent by Quicken Anja February 3Paying Bills, Online Billers & Reminders (Windows)
• 
  How do I set up downloads for Fidelity connected checking account

  Answered Closed cchinckley9 26 views 4 comments 0 points Most recent by Quicken Anja February 3Download, Add/Update Accounts (Windows)
• 
  Fidelity balance update

  Answered Closed dkirin 36 views 4 comments 0 points Most recent by Quicken Anja February 3Errors and Troubleshooting (Windows)
• 
  Budget Future Amounts

  Answered Closed Disgruntled51323 48 views 4 comments 0 points Most recent by Quicken Anja February 3Budgeting and Planning Tools (Windows)
• 
  Invoicing only allows income and not expenses

  Answered Closed Hollander User 22 views 4 comments 0 points Most recent by Quicken Anja February 3All Things Canadian (Mac)
• 
  Fidelity Download - information downloaded into wrong account [Edited]

  Answered Closed wdh 34 views 4 comments 0 points Most recent by Quicken Anja February 3Download, Add/Update Accounts (Windows)
• 
  Merrill - Handling Covered Calls

  Closed MangoMan 5 views 0 comments 0 points Most recent by MangoMan February 3Investing (Windows)
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  My IRA account, NOT set up as a single mutual fund account, will not allow cash transactions

  Answered Closed SaraBella 33 views 4 comments 0 points Most recent by SaraBella February 2Investing (Windows)
• 
  Missing Investment Transaction Register

  Answered Closed hopsonbiz 27 views 2 comments 0 points Most recent by dan.nees February 2Errors and Troubleshooting (Windows)
• 
  Quicken clears tags from reminders. v 65.29; build 27.1.65.29 [Edited]

  Answered ✓ Closed wrnoof 69 views 9 comments 0 points Most recent by Quicken Kristina February 2Errors and Troubleshooting (Windows)
• 
  Shares mismatched. When I tried to reconcile, previous shares disappeared

  Answered Closed Gerard Dembeck 12 views 1 comment 0 points Most recent by Tom Young February 2Investing (Windows)
• 
  Cancel and Refund

  Answered Closed msvakos4589 154 views 5 comments 0 points Most recent by Quicken Kristina February 2Errors and Troubleshooting (Quicken on the Web)
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  Transactions downloading to wrong account

  Closed andcbii 33 views 3 comments 0 points Most recent by Quicken Kristina February 2Download, Add/Update Accounts (Windows)
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  Reconciling Shares held by your brokerage account vs Quicken

  Reviewed jjrichards 48 views 5 comments 4 points Most recent by jjrichards February 2Investments