Windows

Discussion List

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  Truist - persistent reconciling differences following outage earlier in the month

  Closed dmiller385 16 views 2 comments 0 points Most recent by [Deleted User] July 2025Errors and Troubleshooting (Windows)
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  How to add Cash from Safe?

  Answered Closed connums 52 views 3 comments 0 points Most recent by nmestanas July 2025Download, Add/Update Accounts (Windows)
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  cannot LOGIN to Quicken.com

  Closed James Koski 106 views 5 comments 0 points Most recent by Boatnmaniac July 2025Signing in, Passwords, and Activation (Windows)
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  Projected Balances chart does NOT reflect mortgage payments!

  Closed dlipetz 21 views 1 comment 0 points Most recent by dlipetz July 2025Budgeting and Planning Tools (Windows)
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  Cash Flow Report

  David Green 31 views 0 comments 1 point Most recent by David Green July 2025Reports
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  Reports-Spending by Category Incorrect

  Closed Tom G 181 views 14 comments 0 points Most recent by Jim_Harman July 2025Reports (Windows)
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  Franklin Templeton connection failures

  Answered Closed NebularNovice 276 views 11 comments 0 points Most recent by Quicken Anja July 2025Errors and Troubleshooting (Windows)
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  ACH transaction won't download every month

  Answered Closed G Read 32 views 1 comment 0 points Most recent by Quicken Anja July 2025Registers & Transactions (Windows)
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  How do I close out an account?

  Closed System 28 views 4 comments 0 points Most recent by Boatnmaniac July 2025Download, Add/Update Accounts (Windows)
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  Any ETA to fix TreasuryDirect connection?

  Closed mikek753b 363 views 16 comments -1 point Most recent by mikek753b July 2025Download, Add/Update Accounts (Windows)
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  Conflict Between Categorizing and Acct Transfer for Category Field

  Closed Dan13 184 views 12 comments 1 point Most recent by NotACPA July 2025Registers & Transactions (Windows)
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  Eric Dunn's recent letter to customers

  Closed denmarfl 292 views 9 comments 2 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  "Go to Today" button

  Reviewed 30yearuser 43 views 4 comments 1 point Most recent by Jim_Harman July 2025Product Enhancements
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  Why am I receiving a notice that I need to install an update

  Answered Closed David Zigler 51 views 1 comment 0 points Most recent by Quicken Anja July 2025Installing and Updating (Windows)
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  Edward Jones Investment Holdings are Incorrect

  Answered Closed G Contini 61 views 3 comments 0 points Most recent by q_lurker July 2025Investing (Windows)
• 
  Restoring calendar notes to show on alerts

  Closed DJ Zander 21 views 1 comment 0 points Most recent by Quicken Anja July 2025Installing and Updating (Windows)
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  AI Slop made me cancel after 10 mins

  Closed Zacpod 124 views 6 comments -1 point Most recent by Arctic Hare July 2025All Things Canadian (Windows)
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  One Step Update Summary Not Listing All Updated Accounts

  Closed smutschler 76 views 1 comment 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  Save me a click - put the cursor somewhere!

  Reviewed Steve Woodward 42 views 1 comment 6 points Most recent by Jim_Harman July 2025Display/UI
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  Reauthorized Merrill Lynch investment account downloads all transactions as deposits/withdrawals

  Closed Peterg99 21 views 1 comment 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  Enable Automatic Scheduled Updates (BAGENT.EXE) to handle multiple Quicken Data Files

  Reviewed Gary 90 views 4 comments 4 points Most recent by NotACPA July 2025Manage Accounts and Transactions
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  Account balance incorrect after transaction downloads

  Closed knute97 153 views 12 comments 0 points Most recent by Boatnmaniac July 2025Download, Add/Update Accounts (Windows)
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  Robinhood not connecting

  Closed Sean Scarmack 63 views 3 comments 0 points Most recent by Quicken Kristina July 2025Investing (Windows)
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  maintaining insert order when using multiple tags in one transaction

  Answered Closed nc00ks0n 193 views 10 comments 0 points Most recent by Chris_QPW July 2025Download, Add/Update Accounts (Windows)
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  update dates

  Reviewed Linus Shackelford 12 views 0 comments 1 point Most recent by Linus Shackelford July 2025Product Enhancements
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  Quicken bill pay problem with Truist

  Answered Closed lwv 152 views 7 comments 1 point Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  Financial institution connection(s) need an update Merrill Lynch

  Answered Closed mike327 71 views 3 comments 0 points Most recent by Quicken Anja July 2025Download, Add/Update Accounts (Windows)
• 
  how to get two accounts in navy federal credit union

  Answered Closed Denizen 93 views 1 comment 0 points Most recent by Quicken Anja July 2025Download, Add/Update Accounts (Windows)
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  Quicken windows - How to Clean Up Old Accounts and Categories

  Answered Closed donnaperch 104 views 1 comment 0 points Most recent by Quicken Anja July 2025Registers & Transactions (Windows)