Windows

Discussion List

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  Fidelity NQ plan downloading sales as withdrawals with no sale information

  geoffj 14 views 3 comments 0 points Most recent by Quicken Anja 6:51AMDownload, Add/Update Accounts (Windows)
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  Merrill Lynch web express

  Answered CWK7954 15 views 3 comments 0 points Most recent by Quicken Anja 6:51AMDownload, Add/Update Accounts (Windows)
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  Quicken one step update freezes

  hneuwirth 30 views 3 comments 0 points Most recent by Quicken Anja 6:50AMDownload, Add/Update Accounts (Windows)
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  UPDATED 12/24/25 Mr. Cooper (formerly Nationstar Mortgage) - FDP-105 / CC-505

  Quicken Anja 191 views 1 comment 0 points Most recent by Quicken Anja 6:48AMAlerts, Online Banking & Known Product Issues
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  UPDATED 12/24/25 Morgan Stanley Wealth Management - OL-292-B

  Quicken Anja 31 views 1 comment 0 points Most recent by Quicken Anja 6:46AMAlerts, Online Banking & Known Product Issues
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  Downloaded transactions for review, but 'Downloaded Transactions' is empty

  AbeK 6 views 1 comment 0 points Most recent by Quicken Anja 6:37AMDownload, Add/Update Accounts (Windows)
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  Add Columns to Bill & Income Reminders View Component

  Reviewed Philip107 18 views 2 comments 1 point Most recent by Quicken Anja 6:26AMDisplay/UI
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  Capital Gains Estimator

  MMinderbinder 29 views 4 comments 0 points Most recent by MMinderbinder 6:22AMInvesting (Windows)
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  The Tax Planner doesn't use the changed "next instance" for scheduled reminders

  Chris_QPW 128 views 10 comments 0 points Most recent by Quicken Anja 6:07AMReports (Windows)
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  STILL "Awaiting Next Bill"

  jasmichel 23 views 2 comments 0 points Most recent by Pumphouse 6:06AMPaying Bills, Online Billers & Reminders (Windows)
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  Fidelity checking account - bill and income reminders tab does not always show

  alan14 35 views 10 comments 0 points Most recent by alan14 6:02AMPaying Bills, Online Billers & Reminders (Windows)
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  Quicken File Downloads

  System 76 views 8 comments 0 points Most recent by hsu888 3:54AMDownload, Add/Update Accounts (Windows)
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  Importing from Financial Institutions

  nhmartens 115 views 9 comments 0 points Most recent by nhmartens 12:16AMErrors and Troubleshooting (Windows)
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  Paychecks are entering automatically but are set as a reminder.

  Randy W 149 views 18 comments 1 point Most recent by VinSomething December 23Errors and Troubleshooting (Windows)
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  New loan reminder is coming up as old paycheck reminder

  AZMike2021 27 views 7 comments 0 points Most recent by markus1957 December 23Paying Bills, Online Billers & Reminders (Windows)
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  Bill and Income Reminders window no longer shows cash balance when hovering mouse

  Answered Steven Latus 86 views 12 comments 0 points Most recent by Steven Latus December 23Paying Bills, Online Billers & Reminders (Windows)
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  Issue with Merrill Lynch account since reauthorization - account balance is wrong [Edited]

  jdparker225 5.9K views 271 comments 2 points Most recent by jdparker225 December 23Errors and Troubleshooting (Windows)
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  Oakmark Funds & Janus Transaction Download - Issues with Password [Edited]

  algee99 471 views 49 comments 0 points Most recent by PR06074ATT December 23Errors and Troubleshooting (Windows)
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  Online billers - ongoing issues

  Steve Horrocks 611 views 40 comments 2 points Most recent by kolbeman December 23Paying Bills, Online Billers & Reminders (Windows)
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  Fidelity reporting of roth conversion shows cash amounts incorrectly

  jggrega451 32 views 3 comments 0 points Most recent by Quicken Kristina December 23Registers & Transactions (Windows)
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  Download Banking Missing Payee (Dearborn Federal Credit Union, DFCU)

  kenman38 32 views 7 comments 0 points Most recent by Quicken Kristina December 23Download, Add/Update Accounts (Windows)
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  Santander/Manasquan bank transactions do not download

  Answered sgrimm 5 views 1 comment 0 points Most recent by Quicken Kristina December 23Download, Add/Update Accounts (Windows)
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  We need real Robinhood integration

  spalt 11 views 1 comment 0 points Most recent by Quicken Kristina December 23Download, Add/Update Accounts (Windows)
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  Problem adding account/Citi credit card

  Answered ShortCircuit404 12 views 1 comment 0 points Most recent by Quicken Kristina December 23Download, Add/Update Accounts (Windows)
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  Quicken Business & Personal - converted a Rental Mortgage to Asset (New Problem)

  gaugerfamily 9 views 1 comment 0 points Most recent by Quicken Kristina December 23Errors and Troubleshooting (Windows)
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  USAA Checking Transactions Not Downloading

  SpartyRB 7 views 1 comment 0 points Most recent by Quicken Kristina December 23Download, Add/Update Accounts (Windows)
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  Future bill payer transactions now being added to the Quicken register

  John2081 17 views 1 comment 0 points Most recent by Quicken Kristina December 23Registers & Transactions (Windows)
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  Bank reconciliation issue - balance is off and reconciled transactions no longer reconciled [Edited]

  Pakchap 8 views 1 comment 0 points Most recent by Quicken Kristina December 23Registers & Transactions (Windows)
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  Quicken Subscription Expired - But Not Really

  SKeyser 37 views 4 comments 0 points Most recent by Quicken Kristina December 23Signing in, Passwords, and Activation (Windows)
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  "Update financial institution" will not allow me to link to existing accounts

  Answered prcek63 15 views 2 comments -1 point Most recent by Quicken Kristina December 23Download, Add/Update Accounts (Windows)