Quicken Community

Discussion List

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  Cannot get cash balance to reconcile/show accurately (Fidelity)

  Closed Charles Farnell 87 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Installation of R64.29 today caused my budget to be completely deleted.

  Closed JHARVEY 97 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Budgeting and Planning Tools (Windows)
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  Fidelity not updating

  Closed sycamore1234 161 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Mac)
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  fidelity investments accounts still showing shares held instead of cash

  Answered Closed rayseidlinger 123 views 11 comments 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Windows)
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  Need help recording pre- and post-tax items related to my paycheck. (And Form 1040 Report)

  Answered Closed sneff30 69 views 7 comments 0 points Most recent by sneff30 November 2025Budgeting and Planning Tools (Mac)
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  Wells Fargo Account Lost Online Access

  Closed Steve1939 33 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Brokerage Account Downloaded Transaction Freezes Application with "0" in Action field

  Closed JohnC859674 1 view 1 comment 2 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Budget Category: Everything Else showing up in Budget, unselected

  Closed JNewman 85 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Budgeting and Planning Tools (Windows)
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  Unable to update billers: Quicken could not retrieve the list of billers.

  Answered Closed Jay Gourley 11 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Split Transaction

  Answered Closed Qkn_MAO 45 views 2 comments 0 points Most recent by mshiggins November 2025Errors and Troubleshooting (Windows)
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  Ability to make a sticky note to quickly remind of important info [Edited] (Q Mac)

  pevans32780 34 views 1 comment 1 point Most recent by Quicken Alyssa November 2025Product Enhancements
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  opening quicken format bank transactions

  Answered Closed musmuse 23 views 1 comment 0 points Most recent by John_in_NC November 2025All Things Canadian (Mac)
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  Update resurrecting deleted manual bills

  Closed aa_jogger 13 views 1 comment 0 points Most recent by RalphC November 2025Errors and Troubleshooting (Windows)
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  Connecting to Service Credit Union after 21 October 2025

  Answered Closed David Stempnakowski 297 views 9 comments 1 point Most recent by David Stempnakowski November 2025Download, Add/Update Accounts (Mac)
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  How to move an account from one group to another? (Q Mac)

  Answered ✓ Closed Bill Halberstadt 60 views 5 comments 0 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Mac)
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  Transfer

  Closed gamiezio 23 views 1 comment 0 points Most recent by jacobs November 2025Download, Add/Update Accounts (Mac)
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  Scheduled transactions - ADD custom frequency (Q Mac)

  Reviewed meries1860 15 views 2 comments 1 point Most recent by jacobs November 2025Scheduled Transactions and Online Bills
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  Rules for Investment Transaction Downloads

  Answered Closed imdcareys 94 views 9 comments 0 points Most recent by Chris_QPW November 2025Registers & Transactions (Windows)
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  Contact Info links greyed out in R64.35 but not R64.30

  Closed cyberphile 151 views 12 comments 0 points Most recent by cyberphile November 2025Installing and Updating (Windows)
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  Current Fidelity Instructions

  Answered Closed Bob@45 219 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  turning off one account turned off all

  Answered Closed Jeanne 42 views 3 comments 0 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Windows)
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  Quicken run on the Linux operating system

  Not Planned clay 129 views 3 comments 1 point Most recent by Chris_QPW November 2025Product Enhancements
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  Idea: Include check number field in scheduled transactions (8 Merged Votes)

  Reviewed Dan Glynhampton 1.3K views 34 comments 28 points Most recent by UserDavidC November 2025Paying Bills, Online Billers & Reminders
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  zzz-fidelity account appeared after migration [Edited]

  Closed aboxbaum 86 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Old Question - Disconnect between tax status of account and its transactions

  Closed John Dozier 41 views 3 comments 0 points Most recent by q_lurker November 2025Registers & Transactions (Windows)
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  Fidelity Investments

  Closed Sparky8652 32 views 3 comments 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Mac)
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  (***HELP MODS***) Account connection issue (another random error that just popped out of no where)

  Closed Adience 73 views 5 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Paycheck reminders show the wrong amount

  Answered Closed Morning Glory 81 views 4 comments 0 points Most recent by Morning Glory November 2025Registers & Transactions (Windows)
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  Merged: Update affected transactions AND sending PNC check transactions

  Closed LH2451 1 view 0 comments 0 points Started by LH2451 November 2025 Paying Bills, Online Billers & Reminders (Windows)
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  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)