Quicken Community

Discussion List

• 
  Switch accounts from Direct Connect to Express Web Connect

  Closed System 46 views 3 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  Fidelity Transaction Description - Cash Credit

  Answered Closed ZQkn 32 views 4 comments 0 points Most recent by ZQkn January 18Download, Add/Update Accounts (Windows)
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  Incorrect Download Names for Schwab

  Closed Mike Llewelyn 2 views 1 comment 0 points Most recent by NotACPA January 18Errors and Troubleshooting (Windows)
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  Citibank credit cards husband and wife's - will only work with one or the other

  Closed Almost Retired 31 views 1 comment 0 points Most recent by NotACPA January 18Download, Add/Update Accounts (Windows)
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  One account is stuck on Dashboard view

  Answered ✓ Closed daisysdad 11 views 2 comments 0 points Most recent by daisysdad January 18Registers & Transactions (Windows)
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  Recurring Transfers

  Answered Closed sjhouser 15 views 1 comment 0 points Most recent by NotACPA January 18Errors and Troubleshooting (Windows)
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  Reverse stock split with new stock in lieu of cash

  Closed Bruce on Molokai 52 views 3 comments 0 points Most recent by q_lurker January 18Investing (Windows)
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  Edward Jones tracking method changed

  Closed System 19 views 3 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  Paycheck deposit to a Cash Brokerage Account

  Closed surfcash 15 views 2 comments 0 points Most recent by Quicken Kristina January 18Registers & Transactions (Windows)
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  E*Trade Direct Connect fails

  Closed aikoaiko3 167 views 3 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  Bitcoin transactions tracking price and 8 decimal places? (Q Mac)

  Closed ep1 80 views 2 comments 0 points Most recent by ep1 January 18Investing (Mac)
• 
  Citi Bank Message Error

  Answered Closed allgoodnamestaken 169 views 12 comments 0 points Most recent by Quicken Alyssa January 18Errors and Troubleshooting (Windows)
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  How do I set a rule to auto-categorize a transaction based on payee AND account (Q Mac)

  Answered ✓ Closed Leslie0011 86 views 1 comment 0 points Most recent by Jon January 18Registers & Transactions (Mac)
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  window11 quicken: credit card or loan transactions posted incorrectly

  Closed ss243 42 views 1 comment 0 points Most recent by volvogirl January 17Errors and Troubleshooting (Windows)
• 
  attach receipts to invoices

  Closed 1dcdave 18 views 1 comment 0 points Most recent by Quicken Kristina January 17Business and Rental Property Tools (Windows)
• 
  Merged: Attachments

  Closed plm868 1 view 0 comments 0 points Most recent by plm868 January 17Registers & Transactions (Windows)
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  Portfolio Value Report and Net Worth Reports Including Closed Options

  Closed rob4uc 12 views 0 comments 0 points Most recent by rob4uc January 17Errors and Troubleshooting (Windows)
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  Why ETF "XGGB" does not sync?

  Closed Valderi 111 views 12 comments 0 points Most recent by UKR January 17All Things Canadian (Windows)
• 
  I am using quicken 2014 Deluxe on a Windows 11 desktop.

  Answered Closed DDD3 139 views 6 comments 0 points Most recent by UKR January 17Errors and Troubleshooting (Windows)
• 
  Import from Quicken to TT

  Closed vdeolali 22 views 2 comments 0 points Most recent by volvogirl January 17Reports (Windows)
• 
  Can you produce reports in Simplifi that displays memos or notes for every transaction?

  Answered Closed Brian Hershey 70 views 7 comments 0 points Most recent by Brian Hershey January 17Before you Buy
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  In Paycheck, allow selecting checking account for Flex Spending deduction

  Reviewed jdevanoff 12 views 0 comments 1 point Most recent by jdevanoff January 17Product Enhancements
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  Where do i get my product activation code?

  Answered Closed BBar 53 73 views 2 comments 0 points Most recent by Chris_QPW January 17Questions about using the Community?
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  AMEX - one account won't reconcile

  Closed gigaboy 63 views 6 comments 0 points Most recent by Quicken Kristina January 17Registers & Transactions (Windows)
• 
  Just installed Quicken Deluxe for Mac 2026

  Answered Closed Lab925ch 29 views 1 comment 0 points Most recent by Jon January 17Paying Bills, eBills & Scheduled Transactions (Mac)
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  YTD Return % instead of Avg Annual Return YTD %

  Reviewed jdevanoff 30 views 1 comment 1 point Most recent by Jim_Harman January 17Investments
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  Payee names and categories in downloaded transactions are incorrect

  Closed Bdrake100 189 views 19 comments -1 point Most recent by Bdrake100 January 17Download, Add/Update Accounts (Windows)
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  Quicken Nordstrom "Multifactor authentication failed"..

  Closed snafner 36 views 6 comments 0 points Most recent by snafner January 17Download, Add/Update Accounts (Windows)
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  The way deposits, check numbers, and debits are handled needs improvement [Edited]

  Reviewed FTCS 27 views 2 comments 1 point Most recent by Jim_Harman January 17Product Enhancements
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  Security price stopped updating... Fidelity

  Closed Tony Luers 34 views 2 comments 0 points Most recent by Quicken Anja January 17Download, Add/Update Accounts (Windows)