Windows

Discussion List

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  zzz-fidelity account appeared after migration [Edited]

  Closed aboxbaum 94 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  (***HELP MODS***) Account connection issue (another random error that just popped out of no where)

  Closed Adience 94 views 5 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  Closed System 12 views 2 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits transaction posted to Janus account

  Closed System 17 views 2 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Fidelity Transactions Still Not Downloading

  Closed rbridges01 958 views 19 comments 1 point Most recent by Woodsey November 2025Download, Add/Update Accounts (Windows)
• 
  setting up accounts as problematic as ever

  Closed crownpointdude 26 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Mis-ordered splits in Scheduled Transactions

  Closed DaveWhite71 566 views 27 comments 3 points Most recent by markus1957 November 2025Registers & Transactions (Windows)
• 
  Schwab cc-800

  Closed jtawil777 150 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Wells Fargo Advisors won't download transations

  Closed mhsherman461 466 views 12 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Quicken/Fidelity Link wants to link existing Brokerage accounts as checking through online set up

  Closed Dennis Nelson 321 views 8 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity transactions not downloading (QWin)

  Closed System 405 views 15 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity Credit Card - Elan Financial (October 2025)

  Closed WBajwa 22 views 1 comment 0 points Most recent by Quicken Anja November 2025Download, Add/Update Accounts (Windows)
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  Auto entered transactions from months ago disappear

  Closed rickdisney 23 views 3 comments 0 points Most recent by UKR November 2025Errors and Troubleshooting (Windows)
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  Fidelity Personal Retirement Annuity transactions are not downloading.

  Closed Joseph Kopchick 33 views 1 comment 0 points Most recent by Quicken Anja November 2025Investing (Windows)
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  Merrill Lynch Investments does not update – NO ERROR CODE

  Closed mvwabc 126 views 3 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Quicken Can't Connect To Bank Of Oklahoma

  Closed retird 481 views 32 comments 0 points Most recent by retird November 2025Errors and Troubleshooting (Windows)
• 
  Merrill Lynch Reinvestments

  Closed GTmem 402 views 23 comments 0 points Most recent by SomebodyInGNV November 2025Download, Add/Update Accounts (Windows)
• 
  Shop Your Way - Legacy Website Change

  Closed Darrell L Childress 57 views 3 comments 0 points Most recent by psfales November 2025Download, Add/Update Accounts (Windows)
• 
  Why isn't disabling "automatically categorize transactions" working?

  Answered Closed Luba Fedus 14 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
• 
  Checking and savings accounts wont sync with Mobile/Web

  Closed Echocardiologist 235 views 10 comments 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Quicken on the Web)
• 
  Fidelity Error CC-501 now Error CC-506

  Closed tellis32 129 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Notification from Apple regarding American Express purchases

  Closed gary926 127 views 2 comments -1 point Most recent by gary926 November 2025Download, Add/Update Accounts (Windows)
• 
  Adding Bills stuck in Pending Status

  Closed Rich Burke 40 views 3 comments 0 points Most recent by Quicken Alyssa November 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  Ongoing saga of Quicken incorrect rename push

  Closed rjt21 33 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
• 
  Account will not deactivate

  Answered Closed crescere 68 views 5 comments 0 points Most recent by Quicken Anja November 2025Errors and Troubleshooting (Windows)