Quicken Community

Discussion List

• 
  7

  Up
  Create new Account type for Donor Advised Fund

  Reviewed David Johnson 460 views 5 comments 7 points Most recent by NotACPA December 2025Manage Accounts and Transactions
• 
  Can't connect to any new accounts online

  Answered Closed tdmcd 24 views 3 comments 0 points Most recent by UKR December 2025Errors and Troubleshooting (Windows)
• 
  Short sales with Covered buys

  Closed Ronald1955 22 views 1 comment 1 point Most recent by q_lurker December 2025Investing (Windows)
• 
  Issue adding info to transaction in my credit card account after it has downloaded.

  Answered Closed guthrieszoo 23 views 2 comments 0 points Most recent by mshiggins December 2025Registers & Transactions (Windows)
• 
  CC-800 error - Alliant Credit Union [Edited]

  Closed DRWendte 15 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  Investment Chart Displays Sawtooth Pattern #2

  Closed rjdriscoll 43 views 2 comments 0 points Most recent by rjdriscoll December 2025Investing (Mac)
• 
  Balances Don't Equal - T.Rowe Price Funds Online vs. Quicken

  Answered ✓ Closed mark miller 4 views 2 comments 0 points Most recent by Quicken Alyssa December 2025Registers & Transactions (Windows)
• 
  My BNY Pershing connection has stopped working.

  Closed acantle 386 views 10 comments 0 points Most recent by Wayne104 December 2025Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Merge Option for Identical Listings for Same Security

  Reviewed Bob Stanis 21 views 2 comments 1 point Most recent by q_lurker December 2025Investments
• 
  6

  Up
  Add notes to budget reports.

  Reviewed Scott2 149 views 4 comments 6 points Most recent by Quicken Kristina December 2025Budget and Planning Tools
• 
  AMEX Checking Acct setup for Quick Pay or Check Pay Fails (Q Mac)

  Answered Closed Mark Lawrence 13 views 1 comment 0 points Most recent by Quicken Kristina December 2025Paying Bills, eBills & Scheduled Transactions (Mac)
• 
  Issue with transferring money between the two accounts with different currencies.

  Answered Closed hassanimh 23 views 2 comments 0 points Most recent by Jon December 2025Registers & Transactions (Mac)
• 
  Financial Institution Missing from Account Details

  Answered Closed FactoryOfSadness 21 views 4 comments 1 point Most recent by NotACPA December 2025Errors and Troubleshooting (Windows)
• 
  Indiana Members Credit Union - Express Connect

  Answered Closed Crista 103 views 9 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  RBC Wealth Management OL-294-A (QWin)

  Closed System 21 views 4 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)
• 
  Rollover in Everything Else category is off

  Answered Closed mlmartin 11 views 2 comments 0 points Most recent by GeoffG December 2025Budgeting and Planning Tools (Windows)
• 
  4

  Up
  Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)

  Reviewed Rob328 125 views 8 comments 4 points Most recent by Rob328 December 2025Investments
• 
  Accounts that don't match from Fidelity into Quicken

  Closed newpoppy1 214 views 15 comments 0 points Most recent by NotACPA December 2025Investing (Windows)
• 
  Merged: Unable to verify identity for bill pay [Edited]

  Closed hneuwirth 1 view 0 comments 0 points Started by hneuwirth December 2025 Paying Bills, Online Billers & Reminders (Windows)
• 
  Greenleaf Trust hasn't added in Classic for YEARS

  Closed dguenthner 11 views 1 comment -1 point Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
• 
  Merged: Budget Notes

  Closed wdc 1 view 0 comments 1 point Started by wdc December 2025 Budget and Planning Tools
• 
  2

  Up
  Mobile App-Option to NOT memorize memo entries made in Transactions

  Reviewed BigTex 43 views 6 comments 2 points Most recent by swornon December 2025Ideas for Mobile
• 
  _Accrued Int on bonds sold does not appear on Tax Summary

  Closed Scott Lenowitz 54 views 6 comments 0 points Most recent by Scott Lenowitz December 2025Registers & Transactions (Windows)
• 
  5

  Up
  Request: Business report for detailed transactions grouped by category

  suricatodanlaf 33 views 3 comments 5 points Most recent by Greydog9928 December 2025Rental Properties and Business Tools
• 
  Fidelity Rewards Card from Elan Financial--recent transactions missing in download

  Closed John McCoy 15 views 1 comment 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  CD Mature/Renewal

  Closed Dom1 25 views 2 comments 0 points Most recent by Dom1 December 2025Registers & Transactions (Windows)
• 
  Subscription Price - 42% increase in two years

  Closed jkmartini 80 views 3 comments 0 points Most recent by Martin Leclerc December 2025Signing in, Passwords, and Activation (Windows)
• 
  Quicken 2014

  Answered Closed Kleaman 91 views 1 comment 0 points Most recent by Boatnmaniac December 2025Installing and Updating (Windows)
• 
  Logix credit union and Care Code: FDP-101

  Closed in2ndo 73 views 9 comments 1 point Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Mac)
• 
  bond and taxes status in quicken

  Closed JDB 41 views 4 comments 0 points Most recent by JDB December 2025Investing (Windows)