Quicken Community

Discussion List

• 
  1

  Up
  Integrate Expense Bot with Quicken to automate receipt match to quicken transaction

  Reviewed Hawk73ku 103 views 5 comments 1 point Most recent by NotACPA August 5Rental Property and Business Tools
• 
  Tax Return's State Payment display in reports

  Answered ✓ Closed BK 360 views 10 comments 0 points Most recent by BK August 5Reports (Windows)
• 
  How to match multiple single bill reminder transactions to the splits in one downloaded transaction?

  Answered Closed JKurka 110 views 3 comments 0 points Most recent by JKurka August 5Registers & Transactions (Windows)
• 
  Fidelity Brokerage Account Stopped Downloading Transactions

  Closed ramjack 1.2K views 23 comments 0 points Most recent by Ray August 5Download, Add/Update Accounts (Windows)
• 
  Best report for Analyzing Total Performance including Covered Calls?

  Answered Closed EdC 83 views 3 comments 0 points Most recent by NotACPA August 5Investing (Windows)
• 
  Quicken Mac: import historical 401k data via csv file

  Closed Adience 241 views 14 comments 0 points Most recent by Chris_QPW August 5Investing (Mac)
• 
  IRA to ROTH Conversion Function

  Closed scampsrp 76 views 1 comment 0 points Most recent by Chris_QPW August 5Registers & Transactions (Windows)
• 
  Reminders tab still disappears in linked cash account.

  Closed leishirsute 245 views 12 comments 1 point Most recent by Quicken Laura August 5Registers & Transactions (Windows)
• 
  Fidelity Visa download won't balance to Quicken until after 2 PM now, versus 8 AM earlier, why

  Answered Closed FOURWINN95 44 views 1 comment 0 points Most recent by mshiggins August 5Download, Add/Update Accounts (Windows)
• 
  Capital Gains Estimator

  Closed Cyclist 197 views 5 comments 1 point Most recent by Regina@ August 5Investing (Windows)
• 
  9.1.1 will not update

  Closed dk 201 views 6 comments 0 points Most recent by Quicken Anja August 5Download, Add/Update Accounts (Mac)
• 
  No transaction download after reauthorization

  Answered Closed fjsalazar 98 views 4 comments 0 points Most recent by Quicken Anja August 5Download, Add/Update Accounts (Windows)
• 
  Undo Account Group (Q Mac)

  Answered Closed sawdustmaker 207 views 5 comments 0 points Most recent by Quicken Anja August 5Investing (Mac)
• 
  Username change request

  Answered Closed Karen51 77 views 2 comments 0 points Most recent by Quicken Laura August 5Questions about using the Community?
• 
  Scheduled Deposit Setup Question

  Answered ✓ Closed Dom1 197 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 173 views 3 comments 0 points Most recent by Boatnmaniac August 4Download, Add/Update Accounts (Windows)
• 
  New ETF security type

  Closed John9 147 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 360 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 38 views 0 comments 0 points Started by Charles2247 August 4 Business and Rental Property Tools (Windows)
• 
  Fidelity Transactions No Longer Downloading

  Closed cliffordsweet 548 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 294 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 359 views 13 comments 0 points Most recent by Quicken Laura August 4Errors and Troubleshooting (Windows)
• 
  Syncing Quicken and Quicken Cloud

  Answered Closed Zerep 78 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 244 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 620 views 11 comments 0 points Most recent by 66Caliente August 4Download, Add/Update Accounts (Windows)
• 
  Synchrony Accounts Not Posting Correctly

  Answered Closed cheinz58 90 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 216 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 1.5K views 12 comments 0 points Most recent by blochgirl August 4Download, Add/Update Accounts (Windows)
• 
  Investment issues since last update

  Closed rbridges01 260 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 73 views 3 comments 0 points Most recent by Quicken Anja August 4Download, Add/Update Accounts (Windows)