Windows

Discussion List

• 
  Unable to Link Existing Quicken Invest. Accounts to Fidelity Accounts after Fidelity Reauthorization

  pgavon 234 views 16 comments 1 point Most recent by pgavon 5:03PMInvesting (Windows)
• 
  Caution: BofA and Merrill accounts? Reauthorization may mess up your records, badly.

  Laird B 12 views 1 comment 0 points Most recent by Quicken Kristina 4:53PMDownload, Add/Update Accounts (Windows)
• 
  Cannot log in to Quicken

  pdallen1970 11 views 1 comment 0 points Most recent by Quicken Kristina 4:31PMErrors and Troubleshooting (Windows)
• 
  US Bank issues (not seeing authorization screen)

  Answered raftorres63 179 views 12 comments 0 points Most recent by AllanM 4:29PMPaying Bills, Online Billers & Reminders (Windows)
• 
  US Bank - US Bankcord Advisors issue

  AllanM 68 views 9 comments 0 points Most recent by AllanM 4:25PMDownload, Add/Update Accounts (Windows)
• 
  Fidelity Investments and Fidelity Credit Cards transactions are not down loading

  Tater 282 views 18 comments 4 points Most recent by Mike Italiano 4:22PMDownload, Add/Update Accounts (Windows)
• 
  NEW! 3/9/26 QWIN - Missing 'Current Bill' information for connected billers

  Announcement Quicken Kristina 6 views 0 comments 0 points Started by Quicken Kristina 4:15PM Alerts, Online Banking & Known Product Issues
• 
  Need help changing to one-step update for Merrill Lynch bank accounts

  Bill Gulledge 54 views 10 comments 0 points Most recent by Quicken Kristina 3:54PMDownload, Add/Update Accounts (Windows)
• 
  Calendar view broken again after R66.18 update

  Bill Neilan 62 views 6 comments 0 points Most recent by Quicken Kristina 3:21PMPaying Bills, Online Billers & Reminders (Windows)
• 
  Oakmark Funds & Janus Transaction Download - Issues with Password [Edited]

  algee99 2K views 121 comments 0 points Most recent by Quicken Kristina 3:01PMErrors and Troubleshooting (Windows)
• 
  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 2:58PMDownload, Add/Update Accounts (Windows)
• 
  Online Bills No Longer Working

  smittystx 1.3K views 58 comments 7 points Most recent by rmland 2:52PMPaying Bills, Online Billers & Reminders (Windows)
• 
  PNC Bank not downloading since February 23, 2026

  Answered EMacUSCom 543 views 52 comments 0 points Most recent by Quicken Kristina 2:40PMDownload, Add/Update Accounts (Windows)
• 
  NEW! 3/9/26 PNC Bank - Direct Connect - Accounts not updating, no connection errors

  Announcement Quicken Kristina 30 views 0 comments 0 points Started by Quicken Kristina 2:26PM Alerts, Online Banking & Known Product Issues
• 
  Schwab trouble with expired options and short stock sales.

  DRHayes 26 views 1 comment 0 points Most recent by Quicken Laura 2:25PMDownload, Add/Update Accounts (Windows)
• 
  NEW! 3/9/26 QWIN - Oakmark Funds / Janus - Issues with password during account update

  Announcement Quicken Kristina 6 views 0 comments 0 points Started by Quicken Kristina 2:21PM Alerts, Online Banking & Known Product Issues
• 
  NEW! 3/9/26 WIN - Split Line Items Reordering on Scheduled Transactions

  Announcement Quicken Kristina 12 views 0 comments 0 points Started by Quicken Kristina 2:16PM Alerts, Online Banking & Known Product Issues
• 
  Set up Mortgage account wrong

  stirredh2o 23 views 2 comments 0 points Most recent by stirredh2o 2:10PMBudgeting and Planning Tools (Windows)
• 
  One Step Update Doesn't Finish

  System 27 views 5 comments 0 points Most recent by denbru 2:08PMErrors and Troubleshooting (Windows)
• 
  BYDDF – “Stock Splits May Be Missing”. Anyone Still Seeing This?

  TexMike 54 views 7 comments 0 points Most recent by Quicken Kristina 2:03PMDownload, Add/Update Accounts (Windows)
• 
  Fidelity Investments - Download issues

  Answered Franklin S. 70 views 4 comments 0 points Most recent by SierraRyderRanch 1:54PMDownload, Add/Update Accounts (Windows)
• 
  J.Jill Account

  Answered Rick4 18 views 2 comments 0 points Most recent by Quicken Alyssa 1:50PMDownload, Add/Update Accounts (Windows)
• 
  One Step Update spins and does not progress

  imtizali 26 views 3 comments 0 points Most recent by Quicken Alyssa 1:49PMErrors and Troubleshooting (Windows)
• 
  Automatic downloads not working properly.

  Answered arnie29 65 views 5 comments 0 points Most recent by Quicken Alyssa 1:49PMDownload, Add/Update Accounts (Windows)
• 
  15

  Up
  Make "User and File Information" Printable

  Reviewed NotACPA 132 views 11 comments 15 points Most recent by NotACPA 1:47PMProduct Enhancements
• 
  Bank of America - Reauthorization Error

  Amxq 90 views 10 comments -1 point Most recent by Quicken Alyssa 1:31PMDownload, Add/Update Accounts (Windows)
• 
  2

  Up
  Reports → Banking → Reconciliation Discrepancy Report

  Reviewed payroll 31 views 4 comments 2 points Most recent by bkwandel 1:24PMManage Accounts and Transactions
• 
  Unable to enter investment transaction / Quicken version R66-26

  Answered Ram 12 views 1 comment 0 points Most recent by Quicken Laura 1:15PMUsing Quicken on the Web
• 
  Having trouble downloading one of several accounts at SchoolsFirst FCU

  Answered Tominator 61 views 7 comments 0 points Most recent by Quicken Kristina 1:08PMDownload, Add/Update Accounts (Windows)
• 
  Direct Connect with PNC bank not working since Feb 12, 2026

  Wayne Hoit 69 views 2 comments 0 points Most recent by Quicken Laura 12:54PMErrors and Troubleshooting (Windows)