Quicken Community

Discussion List

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  Transfer portfolio from from ML to Fidelity - how to handle fractional shares

  Answered Closed paladin 40 views 2 comments 0 points Most recent by q_lurker November 2025Registers & Transactions (Windows)
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  Invalid Transfer Fix

  Closed Baldlegal 68 views 1 comment 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Mac)
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  Incorrect Share Balance after 16 for 1 Split

  Answered Closed TerrenceT 74 views 9 comments 0 points Most recent by q_lurker November 2025Investing (Windows)
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  How can I recover data from the Quicken Cloud to my Laptop version of Quicken?

  Answered Closed Paul_Casey 129 views 2 comments 0 points Most recent by Chris_QPW November 2025Using Quicken on the Web
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  Portfolio reports (Quicken Classic Premier for Windows R64.35 Build 27.1.64.35)

  Closed ColoradoJim 11 views 1 comment 0 points Most recent by Jim_Harman November 2025Investing (Windows)
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  Fidelity not Downloading Investment Transactions (yet again!)

  Closed jcoley2 378 views 16 comments 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  Update in the background

  Reviewed octapadguy 11 views 1 comment 1 point Most recent by NotACPA November 2025Product Enhancements
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  Quicken Classic blank UI on Windows 11 24H2 — root cause summary

  Answered Closed ChipsterMaui 36 views 1 comment 0 points Most recent by NotACPA November 2025Errors and Troubleshooting (Windows)
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  Portfolio X-Ray

  Closed Skylar 38 views 1 comment 0 points Most recent by Quicken Anja November 2025Investing (Windows)
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  Cannot connect to Fidelity

  Closed DrGm28 476 views 30 comments 1 point Most recent by joecoolfiftyfive November 2025Download, Add/Update Accounts (Mac)
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  Add Collapse All/Expand All categories in budgets, and save state of which categories are collapsed

  Under Consideration IAHawk 1.2K views 27 comments 45 points Most recent by PaulM58 November 2025Budget and Planning Tools
• 
  getting erroneous "there are no uncleared items to reconcile" message

  Answered Closed njfiddler 22 views 2 comments 0 points Most recent by Quicken Anja November 2025Registers & Transactions (Windows)
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  Went to Manual Patch web page to check updates

  Closed retird 63 views 6 comments 0 points Most recent by retird November 2025Installing and Updating (Windows)
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  ONGOING 11/14/25 QWIN - CC-501 - Multiple financial institutions

  Quicken Anja 2K views 2 comments 0 points Most recent by Quicken Janean November 2025Alerts, Online Banking & Known Product Issues
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  Nordstrom

  Closed es114 39 views 1 comment 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  Fidelity "The page you requested is currently unavailable. Please try again later" error

  Closed System 84 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Has Anyone Had New Bill Manager Work?

  Answered Closed bshute 43 views 3 comments 0 points Most recent by cleroks November 2025Paying Bills, Online Billers & Reminders (Windows)
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  Cash Balance in Fidelity CMA-linked Brokerage Account Incorrect

  Closed apodsim 74 views 4 comments 0 points Most recent by alicephilhamiltom November 2025Download, Add/Update Accounts (Windows)
• 
  Can I use Quicken Classic after subscription expires

  Answered ✓ Closed Vito 66 views 1 comment 0 points Most recent by retird November 2025Signing in, Passwords, and Activation (Windows)
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  Business vs personal register headings (Q Mac)

  Answered Closed Patrick Day 66 views 6 comments 0 points Most recent by J_Rapp November 2025Errors and Troubleshooting (Mac)
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  Can't scan a receipt to attach to a transaction from Quicken.

  Answered Closed vl1 50 views 2 comments 0 points Most recent by VGuitarist-USA November 2025Registers & Transactions (Windows)
• 
  HealthEquity CC-508 error

  Closed System 175 views 9 comments 0 points Most recent by Mark Gasper November 2025Download, Add/Update Accounts (Windows)
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  Investment Target Price

  Reviewed jon_crawford 11 views 0 comments 1 point Started by jon_crawford November 2025 Investments
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  Bank Reconciliation Question

  Answered ✓ Closed Mary Ann F 43 views 4 comments 0 points Most recent by splasher November 2025Registers & Transactions (Windows)
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  Have QuickFill category rules use "Starts With" instead of just "Exact Match"

  Reviewed keenethery 36 views 2 comments 1 point Most recent by jacobs November 2025Manage Accounts and Transactions
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  CitiBank Costco card stopped downloading transactions

  Closed Larry10 60 views 6 comments 0 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Windows)
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  Recent Transactions download functionality removed from American Express Canada

  Closed Paul_V 246 views 8 comments 0 points Most recent by Paul_V November 2025All Things Canadian (Windows)
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  Improve the functionality of 'Seperate' Accounts in Budget Planner

  Reviewed Don Mueller 60 views 5 comments 1 point Most recent by Don Mueller November 2025Budget and Planning Tools
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  Merrill Lynch Investment accounts sync duplicates previous entries

  Closed JackPDX 22 views 4 comments 0 points Most recent by JackPDX November 2025Download, Add/Update Accounts (Mac)
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  Quicken not clearing the correct bank transactions

  Answered Closed WJMT001 54 views 6 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)