Quicken Community

Discussion List

• 
  Fidelity reauthorization doesn't list correct "Link to Existing Account"

  Answered Closed BarbGB 74 views 4 comments 0 points Most recent by BarbGB September 29Download, Add/Update Accounts (Windows)
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  Portfolio value report showing options that were closed

  Answered Closed Amy 6 views 1 comment 0 points Most recent by NotACPA September 29Errors and Troubleshooting (Windows)
• 
  Fidelity switch over

  Closed David1117 13 views 1 comment 0 points Most recent by nooncaster September 29Download, Add/Update Accounts (Windows)
• 
  Merrill Edge not reporting shares

  Closed gulf83 27 views 3 comments 0 points Most recent by Quicken Kristina September 29Download, Add/Update Accounts (Windows)
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  Fidelity – Cash Representation

  Closed mvwabc 62 views 3 comments 0 points Most recent by Quicken Alyssa September 29Download, Add/Update Accounts (Windows)
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  Pre-Tax versus After-Tax Moneys

  Closed mfelmlee 64 views 5 comments 0 points Most recent by q_lurker September 29Registers & Transactions (Windows)
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  Fidelity - Some security quantities incorrect (QWin)

  Closed System 9 views 2 comments 0 points Most recent by Quicken Kristina September 29Download, Add/Update Accounts (Windows)
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  USAA credit card not showing after authentication

  Closed snowmp 78 views 12 comments 0 points Most recent by Wayne Tilley September 29Download, Add/Update Accounts (Windows)
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  USAA-Quicken Transaction Problem

  Closed Chuck Cobb 43 views 1 comment 1 point Most recent by Wayne Tilley September 29Download, Add/Update Accounts (Windows)
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  Fidelity 401k transactions incorrectly classified as $0 bond sales

  Closed Txpete 21 views 1 comment 0 points Most recent by Quicken Alyssa September 29Errors and Troubleshooting (Mac)
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  Investment reporting filter by security

  Reviewed bfs 34 views 1 comment 4 points Most recent by BRETTB September 29Investments
• 
  New Investment layout

  Closed El Hud 30 views 2 comments 0 points Most recent by El Hud September 29Registers & Transactions (Windows)
• 
  I’ve upgraded from the iPhones 14 to the iPhone 17 pro and cannot reload my data.

  Answered Closed gadgetiggy 59 views 2 comments 1 point Most recent by Quicken Alyssa September 29Errors and Troubleshooting (Mobile)
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  ONGOING 9/29/25 Fidelity Investments - 401(k) Unidentified Security during cutover

  Quicken Anja 1.4K views 2 comments 0 points Most recent by Quicken Kristina September 29Alerts, Online Banking & Known Product Issues
• 
  Account Balances don't match on Mac and Windows versions - Why?

  Closed wblack@wans.net 18 views 1 comment 0 points Most recent by Quicken Alyssa September 29Installing and Updating (Mac)
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  User generated asset classes

  Reviewed lfields333 22 views 3 comments 11 points Most recent by Quicken Kristina September 29Product Enhancements
• 
  Downloaded Transactions are Going to Wrong Accounts

  Closed hollyheil 48 views 4 comments 0 points Most recent by Quicken Alyssa September 29Download, Add/Update Accounts (Windows)
• 
  Re-Authorize your bank, creates many duplicate transactions QWin & QMac

  Closed jsen215 720 views 22 comments 4 points Most recent by Quicken Alyssa September 29Download, Add/Update Accounts (Windows)
• 
  New Fidelity reauthorization error I've never seen before

  Closed dhcernese 127 views 7 comments 0 points Most recent by Quicken Alyssa September 29Download, Add/Update Accounts (Windows)
• 
  OL-297-A error link broken

  Closed NebularNovice 31 views 2 comments 0 points Most recent by NebularNovice September 28Download, Add/Update Accounts (Windows)
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  My Fidelity connection date did not work correctly

  Answered Closed nuttika 114 views 11 comments 0 points Most recent by nuttika September 28Errors and Troubleshooting (Windows)
• 
  How do I get the new "Save this to Memorized Payee List" check box to remain unchecked?

  Closed Carol Thomas 836 views 22 comments 1 point Most recent by Quicken Kristina September 28Registers & Transactions (Windows)
• 
  Quicken 2016 Deluxe Installed on Windows 11

  Closed mjbr 214 views 0 comments 1 point Started by mjbr September 28 Installing and Updating (Windows)
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  Add NOTES to individual budget items

  Reviewed BigSpender69 9 views 1 comment 1 point Most recent by Valderi September 28Canada Windows
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  1

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  Add attachments to Bills & Income

  Reviewed Valderi 3 views 0 comments 1 point Started by Valderi September 28 Canada Windows
• 
  TIAA Brokerage account cannot connect

  Answered Closed Sabrina G 43 views 2 comments 0 points Most recent by Quicken Alyssa September 28Download, Add/Update Accounts (Mac)
• 
  Charles Schwab Transactions Will Not Download

  Closed TonyNapolitano 90 views 1 comment 0 points Most recent by Quicken Alyssa September 28Download, Add/Update Accounts (Windows)
• 
  Quicken Backup Settings Not Saved

  Closed stevesbe 28 views 3 comments 0 points Most recent by Quicken Alyssa September 28Errors and Troubleshooting (Windows)
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  2

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  Ability to see everything in a single currency [Edited]

  Reviewed 47nine 22 views 0 comments 2 points Started by 47nine September 28 Product Enhancements
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  Updated to 8.3.2, can't connect to Fidelity, seeing duplicate accounts and incorrect balances

  Closed System 39 views 2 comments 0 points Most recent by Quicken Alyssa September 28Investing (Mac)