Windows

Discussion List

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  Chase requiring a smartphone as of Sept 21,2025

  Closed BEL 393 views 4 comments 0 points Most recent by Chris_QPW July 2025New to Quicken/Getting Started (Windows)
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  Employer Matches

  Answered Closed kweller 42 views 3 comments 0 points Most recent by Jim_Harman July 2025Investing (Windows)
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  AmEx Savings transactions still dated one day after the actual transaction, prevent reconciliation

  Closed seadan 151 views 16 comments 0 points Most recent by [Deleted User] July 2025Download, Add/Update Accounts (Windows)
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  Repeating Notes in Quicken Classic calendar [Edited]

  Reviewed MMINTER 23 views 2 comments 1 point Most recent by Jim_Harman July 2025Paying Bills, Online Billers & Reminders
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  American Express Balance Issue Still Exists - Quicken Classic for Windows

  Closed WillyG 92 views 6 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  ebill service provider changing?

  Answered Closed Larry Huffman 81 views 2 comments 0 points Most recent by Larry Huffman July 2025Paying Bills, Online Billers & Reminders (Windows)
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  credit showing as debit in income file

  Answered Closed buymilk 17 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
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  New T-bill hides downloaded transactions

  Closed EvDob 129 views 9 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
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  Why is my Quicken Classic Premier hanging up during One Step Update? [Edited]

  Answered Closed mnkoster 133 views 9 comments 0 points Most recent by Quicken Anja July 2025Download, Add/Update Accounts (Windows)
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  How to record a Roth IRA rollover to another Roth IRA

  Answered ✓ Closed dennis.f.warren 243 views 11 comments 0 points Most recent by Boatnmaniac July 2025Investing (Windows)
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  "Lock this report" does not work

  Closed Jeffrey Jones 126 views 8 comments 0 points Most recent by Jeffrey Jones July 2025Reports (Windows)
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  How do you set up a cash value for an insurance policy (whole life or LTC) in Quicken?

  Answered ✓ Closed ralphrunge 294 views 2 comments 0 points Most recent by NotACPA July 2025Budgeting and Planning Tools (Windows)
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  How can I fix a connection problem with the SoFi website?

  Answered Closed tjbuki 75 views 6 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  Tax Planner doesn't show Quicken YTD Transactions even though it shows Quicken Data

  Answered Closed user999 36 views 1 comment 0 points Most recent by Jim_Harman July 2025Errors and Troubleshooting (Windows)
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  False New Security & Matching Security Pop Up

  Closed Ray 92 views 6 comments 0 points Most recent by Ray July 2025Download, Add/Update Accounts (Windows)
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  Quicken Personal and Business connecting to Stripe

  Closed EMoyer 147 views 2 comments 0 points Most recent by Boatnmaniac July 2025Download, Add/Update Accounts (Windows)
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  Fidelity mutual fund merger has me confused how to enter into QWin

  Answered Closed Rocket J Squirrel 1.2K views 10 comments 0 points Most recent by Chris_QPW July 2025Investing (Windows)
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  Vanguard Issues QQQ & MSFT Prices Won’t Update

  Answered ✓ Closed egldvrbags 419 views 24 comments 0 points Most recent by egldvrbags July 2025Download, Add/Update Accounts (Windows)
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  Golden1 stopped syncing now cant relink account

  Closed z3razerviper 25 views 3 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  Damaged data block

  Answered Closed Susan62 144 views 5 comments 0 points Most recent by Boatnmaniac July 2025Errors and Troubleshooting (Windows)
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  When will you fix the download for Target National Bank?

  Answered Closed emily 96 views 4 comments 0 points Most recent by Chris_QPW July 2025Errors and Troubleshooting (Windows)
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  How do I enter employer 401k match

  Closed vgburke85 117 views 5 comments 0 points Most recent by Chris_QPW July 2025Registers & Transactions (Windows)
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  one step update stopped working July 2025

  Closed D Baxter 125 views 5 comments -1 point Most recent by NotACPA July 2025Download, Add/Update Accounts (Windows)
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  Fidelity account issues: balance variance and unaccepted transactions

  Answered Closed annetteward5 98 views 4 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
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  How to create a account balances report for both tax and tax deferred investments.

  Answered Closed Jonathan 95 views 8 comments 0 points Most recent by [Deleted User] July 2025Reports (Windows)
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  One-Step Update problems with VISA Mercury Card

  Closed ProfessorJohn 65 views 1 comment 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
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  Archive Multiple Years, Keep Multiple Years

  Answered Closed jsltwin 81 views 3 comments 0 points Most recent by Quicken Anja July 2025File Conversion and Backup (Windows)
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  Why won't a newly added bank account update?

  Answered Closed Gary LeMann 41 views 3 comments 0 points Most recent by Quicken Anja July 2025Download, Add/Update Accounts (Windows)
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  Investment Performance Report

  Closed jaxgab 54 views 3 comments 1 point Most recent by Jim_Harman July 2025Reports (Windows)
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  Error 501 - Bank-Fund Staff Federal CU WC

  Closed will66pu 21 views 4 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)