Windows

Discussion List

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  Transfer Active Accounts with a Cut-off Date to New File

  Closed joat1965 34 views 3 comments 0 points Most recent by Chris_QPW August 2025File Conversion and Backup (Windows)
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  New password prompt as of today 8/11/25

  Closed Rocket J Squirrel 141 views 5 comments 0 points Most recent by Rocket J Squirrel August 2025Signing in, Passwords, and Activation (Windows)
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  Coinbase Account

  Closed mikey1 31 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Edward Jones Transactions

  Closed tbf47 92 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
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  One step update no longer working

  Closed Banst 62 views 1 comment 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
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  Quicken Closes Unresolved Error Rather Than Fix It - BYDDF

  Closed TexMike 174 views 6 comments 2 points Most recent by TexMike August 2025Investing (Windows)
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  New Merrill Connection - Reconcile Shares Option Gone

  Closed MangoMan 35 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
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  Reauthorizing account

  Answered Closed MWB 36 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Quicken does not download/sync pending transactions in Fidelity Cash Management Account

  Closed sysjl1 61 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Update Quicken Canada to Manage and Identify TFSAs Correctly

  Answered Closed Crazy_Canuck 167 views 4 comments 1 point Most recent by Crazy_Canuck August 2025All Things Canadian (Windows)
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  Chase Mortgage Balance Not Updated In Quicken Classic Premier Windows

  Answered Closed Tim Onders 137 views 9 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
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  How I use Savings Goals for Annual expenses

  Closed waynes4680 68 views 1 comment 1 point Most recent by Quicken Anja August 2025Budgeting and Planning Tools (Windows)
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  Citibank Download Generate Connection Issues

  Answered Closed Richard Valentine 72 views 7 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Merged: Quicken and Fidelity Investments is an absolute mess

  Closed alocksley 11 views 0 comments 0 points Most recent by alocksley August 2025Download, Add/Update Accounts (Windows)
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  janus error ol-220-A

  Closed johnnypkg 202 views 22 comments 1 point Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Quick Pay

  Answered Closed pgdco 44 views 3 comments 0 points Most recent by UKR August 2025Paying Bills, Online Billers & Reminders (Windows)
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  TD Bank no longer connects online version, only web, only web connect

  Closed rlroberts 315 views 3 comments 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
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  Quicken Says There is a Software Update, But Then Says I Have the Latest Version

  Closed Tammy Borgnis 144 views 4 comments 0 points Most recent by Quicken Anja August 2025Installing and Updating (Windows)
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  Wealthscape Investor - duplicate transactions downloading multiple times

  Closed Knitgirl 13 views 2 comments 0 points Most recent by Knitgirl August 2025Investing (Windows)
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  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 143 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
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  Capital Gains Report -- Show sub-total by securities only, collapse individual transactions.

  Reviewed Misra 22 views 0 comments 6 points Most recent by Misra August 2025Reports
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  Offer budget reporting including carry-over totals.

  Reviewed Randyrama 12 views 0 comments 2 points Most recent by Randyrama August 2025Product Enhancements
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  Windows, new user, P&L report combines both accounts, Classic Quicken

  Answered Closed 4roses 23 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Reports (Windows)
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  Tax Planning tool update for Desktop Classic

  Answered Closed mgjames63 93 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Budgeting and Planning Tools (Windows)
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  Inputting Partnership Transactions

  Closed billr 92 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)