Windows

Discussion List

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  Q won't let me add Schwab account as type brokerage

  Closed crownpointdude 23 views 3 comments 0 points Most recent by Quicken Anja June 2025Download, Add/Update Accounts (Windows)
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  Merged: M&T Bank Error

  Closed System 1 view 0 comments 0 points Most recent by Quicken Anja June 2025Download, Add/Update Accounts (Windows)
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  Chase Credit Card Transaction Download - Missing transactions / unable to import QFX file as well

  Closed C-17 Driver 24 views 1 comment 0 points Most recent by Quicken Anja June 2025Registers & Transactions (Windows)
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  OL-301-A

  Closed Greg Brown 62 views 3 comments 0 points Most recent by Quicken Anja June 2025Download, Add/Update Accounts (Windows)
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  CLOSED 6/6/25 BNY for former MEL - 3801 FDP-103/CC-503

  Closed Quicken Jasmine 101 views 3 comments 0 points Most recent by Quicken Anja June 2025Alerts, Online Banking & Known Product Issues
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  R63.19 seems to have broken all spending reports

  Closed SomebodyInGNV 92 views 5 comments 0 points Most recent by SomebodyInGNV June 2025Reports (Windows)
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  Lifetime planner needs additional anticipated return values for investments

  Reviewed jimkarl 22 views 1 comment 2 points Most recent by Jim_Harman June 2025Budget and Planning Tools
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  Change how Pending Transactions are treated when they download [Edited]

  Reviewed S5825 41 views 4 comments 1 point Most recent by Jon June 2025Manage Accounts and Transactions
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  Budget v. Actual YTD Custom Report not functioning properly

  Closed Tom Auer 182 views 11 comments 0 points Most recent by Quicken Anja June 2025Budgeting and Planning Tools (Windows)
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  CC-502 with Health Equity

  Closed irasend1 970 views 42 comments 0 points Most recent by Bruzer June 2025Download, Add/Update Accounts (Windows)
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  not able to add credit union to existing accounts - and quciken is NO HELP -

  Answered Closed jowen13christ 34 views 3 comments 0 points Most recent by UKR June 2025Download, Add/Update Accounts (Windows)
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  Schwab cash sweep funds and Quicken cash balance (continued)

  Closed Ray 100 views 5 comments 0 points Most recent by Ray June 2025Download, Add/Update Accounts (Windows)
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  CC 800s on multiple accounts all at once.

  Answered Closed DRMick 105 views 4 comments 0 points Most recent by Quicken Jasmine June 2025Errors and Troubleshooting (Windows)
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  One Step Update Summary - blank item

  Answered Closed varlene 42 views 3 comments 0 points Most recent by Quicken Jasmine June 2025Errors and Troubleshooting (Windows)
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  Download Issues with Express Web Connect Accounts

  Closed System 185 views 8 comments 0 points Most recent by jtc_7 June 2025Download, Add/Update Accounts (Windows)
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  Elan Financial Services CC-501 Error For Multiple Days

  Closed Tammy Borgnis 22 views 1 comment 0 points Most recent by Quicken Anja June 2025Errors and Troubleshooting (Windows)
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  “Unable to connect to the Quicken servers” error when setting up online access

  Closed agentry338 318 views 30 comments 0 points Most recent by unknown June 2025Errors and Troubleshooting (Windows)
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  Charles Schwab 401k data appears corrupt

  Closed Scott 273 views 32 comments 0 points Most recent by Scott June 2025Download, Add/Update Accounts (Windows)
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  Getting CC-501 Schwab account Updates in Quicken Classic Windows

  Closed crwalejr 106 views 5 comments 0 points Most recent by crwalejr June 2025Download, Add/Update Accounts (Windows)
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  Fidelity Account Name Changes

  Announcement Quicken Janean 1.9K views 0 comments 2 points Most recent by Quicken Janean June 2025Announcements
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  How do I zero out securities value?

  Answered Closed Steven_75 52 views 3 comments 0 points Most recent by Quicken Anja June 2025Investing (Windows)
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  Citi Managed Credit Card downloading balance, not downloading transactions

  Closed gmk3 12 views 1 comment 0 points Most recent by Quicken Anja June 2025Download, Add/Update Accounts (Windows)
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  Windows to Mac migration - Project info not migrated over to Mac from Q Windows

  S. Gordon Harwood 41 views 1 comment 2 points Most recent by Quicken Jasmine June 2025Canada Mac
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  Schwab new transactions not downloading with one step update!

  Closed Cyclone67 53 views 4 comments 0 points Most recent by Quicken Anja June 2025Download, Add/Update Accounts (Windows)
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  Quicken Classic Deluxe stopped syncing an active account and started syncing a closed account, AMEX

  Closed mikemefv 11 views 1 comment 0 points Most recent by Quicken Anja June 2025Errors and Troubleshooting (Windows)
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  Investment Account Register Filtering

  Reviewed Tim M 41 views 3 comments 5 points Most recent by [Deleted User] June 2025Manage Accounts and Transactions
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  Program freezing when running OSU and sometimes when viewing an account

  Closed System 62 views 8 comments 0 points Most recent by kilingiros . June 2025Download, Add/Update Accounts (Windows)
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  Calculate TWR (Time Weighted Return) Performance [edited]

  Reviewed dpags 128 views 5 comments 3 points Most recent by Jim_Harman June 2025Investments