Windows

Discussion List

• 
  Cannot Add Back One of My Fidelty IRA's to Quicken after Transition

  Answered ✓ Closed Bione 55 views 3 comments 0 points Most recent by Quicken Kristina October 2025Investing (Windows)
• 
  Chase bank and Credit cards not updateing

  Closed collimaw 63 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Saved reports don’t save the “don’t show cents” option

  Closed iusdcm1 132 views 12 comments 0 points Most recent by Quicken Anja October 2025Reports (Windows)
• 
  TD Bank

  Closed pjones8810 11 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Manage Bills Reference

  Reviewed joeschwartz 13 views 0 comments 1 point Most recent by joeschwartz October 2025Paying Bills, Online Billers & Reminders
• 
  First Internet Bank - Online Services no longer available with switch to Narmi platform

  Closed bkinva 454 views 27 comments 0 points Most recent by Bob_L October 2025Download, Add/Update Accounts (Windows)
• 
  loading old backup files

  Closed Dainin 21 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  OL-292-B Morgan Stanley Wealth Management

  Closed CaveCreek 43 views 6 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  2

  Up
  Track expiration of promotional interest rates

  Reviewed Sisyphus1967 11 views 0 comments 2 points Most recent by Sisyphus1967 October 2025Manage Accounts and Transactions
• 
  1

  Up
  Debt Reduction Planner - Allow for a period of reduced or zero interest

  Reviewed Sisyphus1967 11 views 0 comments 1 point Most recent by Sisyphus1967 October 2025Budget and Planning Tools
• 
  3

  Up
  Dashboard Filters Relate to Drill-Down

  Reviewed Sisyphus1967 14 views 0 comments 3 points Most recent by Sisyphus1967 October 2025Reports
• 
  1

  Up
  Add Standard Account Filter for reports

  Reviewed Sisyphus1967 12 views 0 comments 1 point Most recent by Sisyphus1967 October 2025Reports
• 
  I have 4 Vanguard brokerage accounts. Need help. One does not work w/one step update

  Answered Closed Chuck M 62 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  11

  Up
  CTRL-F (Find) Display column width

  Reviewed bob8@ 134 views 6 comments 11 points Most recent by Quicken Alyssa October 2025Display/UI
• 
  Downloaded Transactions not appearing in update dialog screen until after a restart.

  Closed ramjack 21 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity download gives "Unidentified Security" on new downloads

  Closed Ben12 101 views 2 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Quicken Locks Up when Accepting Downloaded Transactions

  Closed ruggb 57 views 5 comments 0 points Most recent by ruggb October 2025Errors and Troubleshooting (Windows)
• 
  Update with new credit card number wiped out all 2025 transactions

  Closed MikeD1 151 views 4 comments 0 points Most recent by MikeD1 October 2025Download, Add/Update Accounts (Windows)
• 
  Switching from Online reconciling back to Paper reconciling

  Closed SwampGuy 42 views 2 comments 0 points Most recent by q_lurker October 2025Registers & Transactions (Windows)
• 
  More Merrill Edge problems since the change to EWC+

  Closed gulf83 65 views 3 comments 0 points Most recent by rakeshg October 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Investment Account cash/money market

  Closed proflaw 183 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
• 
  Money Market Mutual Fund not showing in Cash account linked to Merrill Lynch Investment Account

  Answered Closed sjmsing 104 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Windows)
• 
  Cannot add Wells Fargo Accounts

  Closed JoeLam 147 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  Portfolio view Return (%) YTD

  Answered ✓ Closed agent511 35 views 3 comments 0 points Most recent by agent511 October 2025Errors and Troubleshooting (Windows)
• 
  Problem with generating reports

  Answered Closed Dr. Pinnell 11 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Reports (Windows)