Quicken Community

Discussion List

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  New Merrill Connection - Matching Security Query and Repeat Downloads

  Closed MangoMan 413 views 40 comments 0 points Most recent by MangoMan October 1Download, Add/Update Accounts (Windows)
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  Merged: Bank of America download

  Closed rconnor333 30 views 0 comments 0 points Most recent by Charlie Moore October 1Download, Add/Update Accounts (Windows)
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  2

  Up
  macOS 26 (Tahoe) Desktop Icons

  Reviewed Sital 37 views 0 comments 2 points Started by Sital October 1 Display/UI
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  Need help downloading only one of two accounts already set up with one step update.

  Answered ✓ Closed candrews 41 views 5 comments 0 points Most recent by candrews September 30Download, Add/Update Accounts (Windows)
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  RRSP and associated Tax Liability

  Closed Doug Dubowski 46 views 4 comments 0 points Most recent by Arctic Hare September 30All Things Canadian (Windows)
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  19

  Up
  Linked transfers with splits: keep as single transaction in destination account (do not separate)

  Reviewed tlauducc 607 views 10 comments 19 points Most recent by markaarnold September 30Manage Accounts and Transactions
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  Investment Account Transfer of Assets

  Answered ✓ Closed OldSwimmer1650 89 views 8 comments 0 points Most recent by Jim_Harman September 30Investing (Windows)
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  Paycheck transaction shows as payment after Onestep Update

  Closed ljb1493 189 views 18 comments 0 points Most recent by mikek753b September 30Registers & Transactions (Windows)
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  Vanguard Cash Plus Quicken Classic Mac Does not Work

  Closed JMusername 32 views 2 comments 0 points Most recent by unknown September 30Download, Add/Update Accounts (Mac)
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  macOS 26 Icons

  Closed Sital 51 views 1 comment 0 points Most recent by Quicken Kristina September 30Installing and Updating (Mac)
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  Web Connect from AMEX Delta to Quicken MISSING TXs

  Closed camcleo 5 views 1 comment 0 points Most recent by Quicken Kristina September 30Download, Add/Update Accounts (Windows)
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  Fidelity CC-901/Reauthorization Loop

  Closed System 413 views 21 comments 0 points Most recent by Movie Nut September 30Download, Add/Update Accounts (Windows)
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  Principal Financial Services 401(k) duplicate cash and investment balance

  Closed Delaney 67 views 7 comments 1 point Most recent by Quicken Kristina September 30Download, Add/Update Accounts (Mac)
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  Occasional incorrect balances after accounts update - for a couple accounts, fixed by restarting

  Answered Closed KarlSmith 116 views 9 comments 0 points Most recent by Quicken Kristina September 30Errors and Troubleshooting (Mac)
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  Reconciling Fidelity investment accounts: shows incorrect $0 online balance

  Answered Closed qudtp 136 views 3 comments 0 points Most recent by Quicken Alyssa September 30Registers & Transactions (Mac)
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  Long-Standing Schwab Money Market Fund Issues

  Closed System 44 views 4 comments 0 points Most recent by Quicken Alyssa September 30Download, Add/Update Accounts (Mac)
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  Fidelity & RobinHood Suddenly Not Downloading Correctly

  Answered Closed kyoung221 53 views 3 comments 0 points Most recent by kyoung221 September 30Investing (Mac)
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  CTP-13955 Fidelity Conversion to EWC+ has caused numerous problems. When are fixes expected?

  Closed rspincus 299 views 8 comments 1 point Most recent by Quicken Kristina September 30Errors and Troubleshooting (Windows)
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  Converting to Quicken for Mac

  Closed jjrichards 93 views 3 comments 0 points Most recent by jjrichards September 30File Conversion and Backup (Mac)
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  Scotiabank file no longer able to be imported into Quicken Mac

  johnandstaceyp 74 views 5 comments 0 points Most recent by Quicken Kristina September 30All Things Canadian (Mac)
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  Fidelity Transactions have not been downloading since July 28, 2025

  Answered Closed GaryRPDX 87 views 4 comments 0 points Most recent by Quicken Anja September 30Errors and Troubleshooting (Windows)
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  The Mac version is WAY behind the PC version in functionality

  Closed dianetti 47 views 1 comment -1 point Most recent by Quicken Anja September 30Business and Rental Property Tools (Mac)
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  Investment Chart Displays Sawtooth Pattern

  Answered Closed PhilP` 8 views 1 comment 0 points Most recent by Chris_QPW September 30Investing (Mac)
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  Cannot Sign Into Quicken Account from Quicken Mac Desktop App

  Answered Closed jbtex 65 views 4 comments -1 point Most recent by Quicken Kristina September 30Signing In, Passwords, and Activation (Mac)
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  9/30/25 Bank of America - Web Connect Discontinued

  Announcement Quicken Alyssa 4.6K views 0 comments -3 points Started by Quicken Alyssa September 30 Announcements
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  Suncoast CU

  Closed sepright 138 views 12 comments 1 point Most recent by Quicken Kristina September 30Download, Add/Update Accounts (Windows)
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  Is there a way to disable "Save this to memorized payee list" popup?

  Answered Closed Alina1317 225 views 6 comments 0 points Most recent by jbettag September 30Registers & Transactions (Windows)
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  "Backup Date" incorrect in 'Local Backups' in 'View/Restore Backup Files'

  Closed RoofHousehold 32 views 1 comment 0 points Most recent by UKR September 30Errors and Troubleshooting (Quicken on the Web)
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  Hidden downloaded transactions?

  Answered ✓ Closed yuriw 116 views 11 comments 0 points Most recent by Quicken Kristina September 30Download, Add/Update Accounts (Windows)
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  Error 324 connecting to Target Guest Card (aka Target RED Card)

  Closed Michael Schmitt 106 views 9 comments 0 points Most recent by Quicken Alyssa September 30Download, Add/Update Accounts (Mac)