Windows

Discussion List

• 
  Cannot backup Quicken

  System 22 views 4 comments 0 points Most recent by Jim_Harman 4:52AMFile Conversion and Backup (Windows)
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  Fidelity not downloading transactions

  Answered Nossib 149 views 9 comments -1 point Most recent by Sammy 3:09AMDownload, Add/Update Accounts (Windows)
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  PNC Bank not downloading since February 23, 2026

  Answered EMacUSCom 570 views 53 comments 0 points Most recent by MBaron 3:01AMDownload, Add/Update Accounts (Windows)
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  Unable to Link Existing Quicken Invest. Accounts to Fidelity Accounts after Fidelity Reauthorization

  pgavon 256 views 18 comments 1 point Most recent by mvwabc March 9Investing (Windows)
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  Fidelity Investments and Fidelity Credit Cards transactions are not down loading

  Tater 307 views 20 comments 4 points Most recent by OTN March 9Download, Add/Update Accounts (Windows)
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  Cannot log in to Quicken

  pdallen1970 15 views 2 comments 0 points Most recent by pdallen1970 March 9Errors and Troubleshooting (Windows)
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  Can't treat SWGXX as cash in Schwab brokerage account

  John Ellis 41 views 5 comments 0 points Most recent by John Ellis March 9Download, Add/Update Accounts (Windows)
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  Caution: BofA and Merrill accounts? Reauthorization may mess up your records, badly.

  Laird B 20 views 1 comment 0 points Most recent by Quicken Kristina March 9Download, Add/Update Accounts (Windows)
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  US Bank issues (not seeing authorization screen)

  Answered raftorres63 182 views 12 comments 0 points Most recent by AllanM March 9Paying Bills, Online Billers & Reminders (Windows)
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  US Bank - US Bankcord Advisors issue

  AllanM 73 views 9 comments 0 points Most recent by AllanM March 9Download, Add/Update Accounts (Windows)
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  NEW! 3/9/26 QWIN - Missing 'Current Bill' information for connected billers

  Announcement Quicken Kristina 12 views 0 comments 0 points Started by Quicken Kristina March 9 Alerts, Online Banking & Known Product Issues
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  Need help changing to one-step update for Merrill Lynch bank accounts

  Bill Gulledge 56 views 10 comments 0 points Most recent by Quicken Kristina March 9Download, Add/Update Accounts (Windows)
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  Calendar view broken again after R66.18 update

  Bill Neilan 62 views 6 comments 0 points Most recent by Quicken Kristina March 9Paying Bills, Online Billers & Reminders (Windows)
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  Oakmark Funds & Janus Transaction Download - Issues with Password [Edited]

  algee99 2K views 121 comments 0 points Most recent by Quicken Kristina March 9Errors and Troubleshooting (Windows)
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  Is anyone else still having download issues of transactions with Axos Bank? CTP-14649

  Lkyner 21 views 4 comments 0 points Most recent by Quicken Kristina March 9Download, Add/Update Accounts (Windows)
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  Online Bills No Longer Working

  smittystx 1.3K views 58 comments 7 points Most recent by rmland March 9Paying Bills, Online Billers & Reminders (Windows)
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  NEW! 3/9/26 PNC Bank - Direct Connect - Accounts not updating, no connection errors

  Announcement Quicken Kristina 53 views 0 comments 1 point Started by Quicken Kristina March 9 Alerts, Online Banking & Known Product Issues
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  Schwab trouble with expired options and short stock sales.

  DRHayes 26 views 1 comment 0 points Most recent by Quicken Laura March 9Download, Add/Update Accounts (Windows)
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  NEW! 3/9/26 QWIN - Oakmark Funds / Janus - Issues with password during account update

  Announcement Quicken Kristina 9 views 0 comments 0 points Started by Quicken Kristina March 9 Alerts, Online Banking & Known Product Issues
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  NEW! 3/9/26 WIN - Split Line Items Reordering on Scheduled Transactions

  Announcement Quicken Kristina 17 views 0 comments 0 points Started by Quicken Kristina March 9 Alerts, Online Banking & Known Product Issues
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  Set up Mortgage account wrong

  stirredh2o 25 views 2 comments 0 points Most recent by stirredh2o March 9Budgeting and Planning Tools (Windows)
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  One Step Update Doesn't Finish

  System 28 views 5 comments 0 points Most recent by denbru March 9Errors and Troubleshooting (Windows)
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  BYDDF – “Stock Splits May Be Missing”. Anyone Still Seeing This?

  TexMike 54 views 7 comments 0 points Most recent by Quicken Kristina March 9Download, Add/Update Accounts (Windows)
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  Fidelity Investments - Download issues

  Answered Franklin S. 77 views 4 comments 0 points Most recent by SierraRyderRanch March 9Download, Add/Update Accounts (Windows)
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  J.Jill Account

  Answered Rick4 19 views 2 comments 0 points Most recent by Quicken Alyssa March 9Download, Add/Update Accounts (Windows)
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  One Step Update spins and does not progress

  imtizali 26 views 3 comments 0 points Most recent by Quicken Alyssa March 9Errors and Troubleshooting (Windows)
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  Automatic downloads not working properly.

  Answered arnie29 67 views 5 comments 0 points Most recent by Quicken Alyssa March 9Download, Add/Update Accounts (Windows)
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  15

  Up
  Make "User and File Information" Printable

  Reviewed NotACPA 134 views 11 comments 15 points Most recent by NotACPA March 9Product Enhancements
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  Bank of America - Reauthorization Error

  Amxq 95 views 10 comments -1 point Most recent by Quicken Alyssa March 9Download, Add/Update Accounts (Windows)
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  2

  Up
  Reports → Banking → Reconciliation Discrepancy Report

  Reviewed payroll 31 views 4 comments 2 points Most recent by bkwandel March 9Manage Accounts and Transactions