Quicken Community

Discussion List

• 
  Quicken Mac: import historical 401k data via csv file

  Closed Adience 198 views 14 comments 0 points Most recent by Chris_QPW August 5Investing (Mac)
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  IRA to ROTH Conversion Function

  Closed scampsrp 64 views 1 comment 0 points Most recent by Chris_QPW August 5Registers & Transactions (Windows)
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  Reminders tab still disappears in linked cash account.

  Closed leishirsute 222 views 12 comments 1 point Most recent by Quicken Laura August 5Registers & Transactions (Windows)
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  Fidelity Visa download won't balance to Quicken until after 2 PM now, versus 8 AM earlier, why

  Answered Closed FOURWINN95 38 views 1 comment 0 points Most recent by mshiggins August 5Download, Add/Update Accounts (Windows)
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  Capital Gains Estimator

  Closed Cyclist 185 views 5 comments 1 point Most recent by Regina@ August 5Investing (Windows)
• 
  9.1.1 will not update

  Closed dk 165 views 6 comments 0 points Most recent by Quicken Anja August 5Download, Add/Update Accounts (Mac)
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  No transaction download after reauthorization

  Answered Closed fjsalazar 86 views 4 comments 0 points Most recent by Quicken Anja August 5Download, Add/Update Accounts (Windows)
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  Undo Account Group (Q Mac)

  Answered Closed sawdustmaker 175 views 5 comments 0 points Most recent by Quicken Anja August 5Investing (Mac)
• 
  Username change request

  Answered Closed Karen51 65 views 2 comments 0 points Most recent by Quicken Laura August 5Questions about using the Community?
• 
  Scheduled Deposit Setup Question

  Answered ✓ Closed Dom1 178 views 7 comments 0 points Most recent by Dom1 August 5Paying Bills, Online Billers & Reminders (Windows)
• 
  Fidelity Transactions Not Downloading since about July 24, 2026

  Answered ✓ Closed BlueRacoon65 162 views 3 comments 0 points Most recent by Boatnmaniac August 4Download, Add/Update Accounts (Windows)
• 
  New ETF security type

  Closed John9 117 views 5 comments 0 points Most recent by jacobs August 4Investing (Mac)
• 
  How to remove auto inserted Paycheck? It isn't in the Income Reminder.

  Answered Closed mikek753b 314 views 16 comments 0 points Most recent by Quicken Kristina August 4Paying Bills, Online Billers & Reminders (Windows)
• 
  Ship To address not working on invoices and Estimates

  Closed Charles2247 29 views 0 comments 0 points Started by Charles2247 August 4 Business and Rental Property Tools (Windows)
• 
  Fidelity Transactions No Longer Downloading

  Closed cliffordsweet 480 views 22 comments 0 points Most recent by NotACPA August 4Download, Add/Update Accounts (Windows)
• 
  Cannot add American Express as online biller

  Answered Closed wrnoof 256 views 10 comments 0 points Most recent by Quicken Kristina August 4Paying Bills, Online Billers & Reminders (Windows)
• 
  Spending by Category report graph drill-down misses items in split transactions that are not first

  Closed Dgro 322 views 13 comments 0 points Most recent by Quicken Laura August 4Errors and Troubleshooting (Windows)
• 
  Syncing Quicken and Quicken Cloud

  Answered Closed Zerep 69 views 4 comments 0 points Most recent by Quicken Laura August 4Download, Add/Update Accounts (Windows)
• 
  Thrift Savings Plan - connection broken [Edited]

  Answered ✓ Closed christopherthoma 212 views 8 comments 0 points Most recent by Quicken Laura August 4Download, Add/Update Accounts (Mac)
• 
  Quicken is currently unable to verify the financial institution information for this download.

  Answered ✓ Closed dmmurphy1 548 views 11 comments 0 points Most recent by 66Caliente August 4Download, Add/Update Accounts (Windows)
• 
  Synchrony Accounts Not Posting Correctly

  Answered Closed cheinz58 77 views 4 comments 0 points Most recent by Quicken Carlos August 4Errors and Troubleshooting (Windows)
• 
  Ford Rewards Visa Signature Card by Bread Rewards (Comenity Bank)

  Closed mapoet 190 views 7 comments 0 points Most recent by Quicken Carlos August 4Download, Add/Update Accounts (Windows)
• 
  OneStep Update wrt to DiscoverCard migration to Capital One

  Closed KG26 1.2K views 12 comments 0 points Most recent by blochgirl August 4Download, Add/Update Accounts (Windows)
• 
  Investment issues since last update

  Closed rbridges01 243 views 9 comments 0 points Most recent by Quicken Laura August 4Download, Add/Update Accounts (Windows)
• 
  Fidelity Not Downloading any transactions for 4 days in Quicken Classic for Windows

  Closed proflaw 61 views 3 comments 0 points Most recent by Quicken Anja August 4Download, Add/Update Accounts (Windows)
• 
  two account access to same bank

  Answered Closed marktbriggs1 129 views 5 comments 0 points Most recent by Quicken Carlos August 4Download, Add/Update Accounts (Windows)
• 
  I have problem with one step downloads for synchrony sam's mastercard.

  Answered Closed KevinMyers 97 views 4 comments 0 points Most recent by Quicken Carlos August 4Download, Add/Update Accounts (Windows)
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  2

  Up
  Zillow Property Value Update- Allow us to setup a default setup

  Reviewed BRETTB 81 views 2 comments 2 points Most recent by BRETTB August 4Product Enhancements
• 
  Macy's and quicken for Mac

  Closed marilynelaine 138 views 6 comments 0 points Most recent by Ducati August 4Errors and Troubleshooting (Mac)
• 
  CC-503 Synchrony

  Closed System 64 views 5 comments 0 points Most recent by Quicken Alyssa August 4Errors and Troubleshooting (Windows)