Windows

Discussion List

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  Roth IRA account not balancing to Schwab

  Answered Closed Roger67 48 views 2 comments 0 points Most recent by Quicken Anja January 10Investing (Windows)
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  National Bank Financial (nbfwm.ca)

  Closed Desja55 114 views 4 comments 0 points Most recent by Quicken Anja January 10All Things Canadian (Mac)
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  Why do I get the Blue Dot every time I download from Fidelity?

  Answered ✓ Closed IDG 208 views 3 comments 0 points Most recent by Quicken Kristina January 10Registers & Transactions (Windows)
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  Fidelity transactions in linked Cash account downloading as "Cash"

  Closed acloudman 159 views 5 comments 0 points Most recent by NotACPA January 10Registers & Transactions (Windows)
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  Anyone Else Experiencing a Broken 'Create a year-end archive' feature?

  Answered Closed CashMan 174 views 1 comment 0 points Most recent by Quicken Kristina January 9File Conversion and Backup (Windows)
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  Empower Retirement blocking transaction and CC-511

  Closed JDB97 72 views 1 comment 0 points Most recent by Quicken Kristina January 9Errors and Troubleshooting (Windows)
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  Fidelity Net Benefits transactions mis-assigned with wrong action

  Closed Tim Wolff 54 views 1 comment 0 points Most recent by Quicken Kristina January 9Investing (Windows)
• 
  PNC connect

  Answered Closed psnorris 21 views 1 comment 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Windows)
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  Fidelty Netbenefits not adding bought fund & incorrect cash after rebalance

  Closed Scotsaver 75 views 5 comments 0 points Most recent by Quicken Kristina January 9Registers & Transactions (Windows)
• 
  Phantom QuickPay payee; Version R65.29, Build 27.1.65.29

  Answered Closed wrnoof 64 views 3 comments 0 points Most recent by Quicken Kristina January 9Paying Bills, Online Billers & Reminders (Windows)
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  CUSIP number is wrong

  Closed kopje cat 189 views 5 comments 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Windows)
• 
  Bill Pay is ridiculously buggy

  Closed Eddie Paz 148 views 6 comments 0 points Most recent by UKR January 9Paying Bills, Online Billers & Reminders (Windows)
• 
  I am web connected to my Bank of America account but Quicken is not downloading the transactions

  Answered ✓ Closed diagdad 873 views 11 comments 0 points Most recent by Quicken Anja January 9Download, Add/Update Accounts (Windows)
• 
  How to inform Quicken team about incorrect institution web address

  Closed Vivasa 42 views 1 comment 0 points Most recent by Quicken Alyssa January 8Download, Add/Update Accounts (Windows)
• 
  Error Message CC503.

  Closed rivoli 32 views 1 comment 0 points Most recent by Quicken Alyssa January 8Errors and Troubleshooting (Windows)
• 
  Issue on Windows 11 with dual monitors

  Closed Mark Goldstone 50 views 1 comment 0 points Most recent by Quicken Anja January 8Errors and Troubleshooting (Windows)
• 
  error message - can't find path to Quicken.msi [Edited]

  Answered Closed jkk_08 542 views 11 comments 1 point Most recent by Quicken Alyssa January 7Errors and Troubleshooting (Windows)
• 
  Best Buy-Citi

  Answered Closed nasserrm 134 views 5 comments 0 points Most recent by Quicken Alyssa January 7Download, Add/Update Accounts (Windows)
• 
  Message to the CEO

  Closed christorres833 105 views 2 comments 0 points Most recent by BK January 7Errors and Troubleshooting (Windows)
• 
  Citibank Connection Problems?

  Closed fitz6544 73 views 3 comments 0 points Most recent by Quicken Alyssa January 7Download, Add/Update Accounts (Windows)
• 
  How do I get rid of error CC505?

  Answered Closed jjtool 136 views 6 comments 0 points Most recent by Boatnmaniac January 7Errors and Troubleshooting (Windows)
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  Bank sync downloads pending transaction balance instead of only cleared transaction balance

  Closed JKQUESTIONS 45 views 2 comments 0 points Most recent by Speezer22 January 7Download, Add/Update Accounts (Windows)
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  Fidelity EWC+ interface treating accrued interest on secondary market CDs incorrectly

  Closed BrittMayo 12 views 1 comment 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
• 
  How to remove datafile from Quicken Cloud

  Closed Lampatrick 403 views 3 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
• 
  How can I properly record a Roth to traditional IRA recharacterization?

  Answered Closed thetallestpaul 141 views 4 comments 0 points Most recent by Jim_Harman January 6Registers & Transactions (Windows)