Quicken Community

Discussion List

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  Morgan Stanley Client Service Accounts

  Closed CHANEWA 37 views 1 comment 0 points Most recent by John_in_NC February 9Download, Add/Update Accounts (Mac)
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  I need some help with categories.

  Answered Closed BobK20449 31 views 4 comments 0 points Most recent by NotACPA February 9Errors and Troubleshooting (Windows)
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  Add ability to import address book [Edited]

  Reviewed Way123 11 views 1 comment 1 point Most recent by Quicken Kristina February 9Product Enhancements
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  Quicken Mac: Error Code 16503 When Connecting to UBS

  Closed OldSchoolExec 81 views 5 comments 0 points Most recent by Quicken Kristina February 9Errors and Troubleshooting (Mac)
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  I can't find "Tools" in Q classic

  Answered Closed Brian Preston 107 views 6 comments 1 point Most recent by jacobs February 9Errors and Troubleshooting (Mac)
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  can not get this account cc-502 https://www.ezcardinfo.com/

  Answered Closed duffy11 22 views 4 comments 0 points Most recent by clorup February 9Errors and Troubleshooting (Windows)
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  My Bank reconciliation is a mess. Starting balance from last month is off. Items reconciled last mo

  Answered ✓ Closed sunflowerlise 117 views 4 comments 1 point Most recent by sunflowerlise February 9Registers & Transactions (Windows)
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  Include Total # of Shares on Security Report(s)

  Reviewed asher 31 views 2 comments 1 point Most recent by NotACPA February 9Reports
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  Separation of investments within Quicken for Windows

  Already Offered mplansky 34 views 1 comment 1 point Most recent by Jim_Harman February 9Display/UI
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  Bizarre Quicken behavior

  Answered Closed GerryRoston 42 views 3 comments 0 points Most recent by Jim_Harman February 9Download, Add/Update Accounts (Windows)
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  How to archive data so that I start fresh 1/1/2026...

  Answered ✓ Closed Bchris123 76 views 2 comments 0 points Most recent by Bchris123 February 9New to Quicken/Getting Started (Windows)
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  Merged: Portfolio X-Ray Showing Vanguard ETFs as unclassified

  Closed ralph8947 1 view 0 comments 0 points Most recent by ralph8947 February 9Investing (Windows)
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  Downgrading version Q2014 to Q2013 question

  Answered ✓ Closed isy 61 views 6 comments 0 points Most recent by isy February 9File Conversion and Backup (Windows)
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  Updating different accounts from same bank.

  Answered ✓ Closed AllanB 56 views 5 comments 0 points Most recent by AllanB February 9Download, Add/Update Accounts (Windows)
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  I need to know why Quicken is corrupting my balances, and how to stop it

  Answered Closed cindag 81 views 7 comments 0 points Most recent by Quicken Alyssa February 9Errors and Troubleshooting (Windows)
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  Is download issue with eZcard going to be solved soon.

  Answered Closed StanS 32 views 3 comments -1 point Most recent by Dave Kindness February 9Download, Add/Update Accounts (Windows)
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  Huntington Bank: QFX Download Fails with OL-221-A / OL-221-B

  Closed System 32 views 3 comments 0 points Most recent by AaronL February 9Download, Add/Update Accounts (Windows)
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  Liquidated Fidelity security not being removed from portfolio

  Closed WaterLover 52 views 8 comments 0 points Most recent by WaterLover February 9Investing (Mac)
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  Old Intuit Version 8 Question

  Answered Closed JHM3 72 views 3 comments 0 points Most recent by Chris_QPW February 8Installing and Updating (Windows)
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  Create New Copy Template

  Answered ✓ Closed BryanK 84 views 2 comments 0 points Most recent by BryanK February 8File Conversion and Backup (Windows)
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  TIAA Quicken updates of Vanguard funds are shown as Admiral but should be Institutional

  Answered Closed CraigWil 31 views 3 comments 0 points Most recent by CraigWil February 8Download, Add/Update Accounts (Windows)
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  Merged: tbm

  Closed System 1 view 0 comments 0 points Most recent by Quicken Kristina February 8Errors and Troubleshooting (Windows)
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  Investment module overall and refresh

  Closed fciani 44 views 3 comments 0 points Most recent by gary.tynes February 8Investing (Windows)
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  Please allow me to move my Fidelity Cash Management account into “Checking” accounts

  Closed Avi Dee 32 views 1 comment 1 point Most recent by jacobs February 8Download, Add/Update Accounts (Mac)
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  Split tags need to be included in tag reports

  Reviewed anntms 13 views 0 comments 2 points Most recent by anntms February 8Reports
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  Creating a new Quicken file. How to download ONLY 2026 transactions when adding a new account?

  Answered ✓ Closed scfrank 66 views 3 comments 0 points Most recent by scfrank February 8Download, Add/Update Accounts (Windows)
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  Bug Alert - Problem with Revert to Downloaded Payee name workflow/logic

  Closed Arctic Hare 23 views 3 comments 1 point Most recent by Quicken Kristina February 8All Things Canadian (Windows)
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  Error Code CC-506 Gm Financial

  Closed Steven.Keyser 41 views 4 comments 1 point Most recent by MarkinGA February 8Errors and Troubleshooting (Windows)
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  Comcast Spinoff of Versant

  Answered ✓ Closed WSC 280 views 10 comments 0 points Most recent by WSC February 8Investing (Windows)
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  Unable to get a breakdown by account of Cash in various Investment accounts

  Answered ✓ Closed Tealeaf3 72 views 5 comments 0 points Most recent by Jim_Harman February 8All Things Canadian (Windows)