Windows

Discussion List

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  "One Step Update Settings"; "Download transactions and balances"

  Closed tvallesk 254 views 15 comments 0 points Most recent by Eric Stoddard February 2025Errors and Troubleshooting (Windows)
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  OL-220-A Errors since 2/14 with Truist

  Answered ✓ Closed JSap 221 views 5 comments 0 points Most recent by Quicken Anja February 2025Download, Add/Update Accounts (Windows)
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  IMPOSSIBLE to get a REFUND

  Closed christian.ry 141 views 1 comment 0 points Most recent by Quicken Anja February 2025Before you Buy
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  The account you have selected cannot contain the data you have downloaded.

  Closed Tominator 83 views 4 comments 0 points Most recent by Tominator February 2025Download, Add/Update Accounts (Windows)
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  How to handle Vanguard Cash+ Account in Quicken

  Closed RobtDaniels 253 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
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  Citi Card

  Closed mgradnj 51 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
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  Green Progress bar on Planning Screen

  Closed Kathryn See 53 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Budgeting and Planning Tools (Windows)
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  Did Quicken change the One Step Update process?

  Answered Closed retird 42 views 1 comment 0 points Most recent by Quicken Anja February 2025Download, Add/Update Accounts (Windows)
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  FIND amount "greater" does not return all transactions

  Closed Tominator 55 views 5 comments 0 points Most recent by NotACPA February 2025Errors and Troubleshooting (Windows)
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  Chartway Federal Credit Union

  Answered Closed JMOORE 41 views 3 comments 0 points Most recent by studpup February 2025Download, Add/Update Accounts (Windows)
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  No downloads from multiple financial institutions

  Closed System 91 views 7 comments 0 points Most recent by retird February 2025Download, Add/Update Accounts (Windows)
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  Citi not updating on the regular daily schedule anymore. Updates manually without issue.

  Closed System 42 views 4 comments 0 points Most recent by Quicken Kristina February 2025Download, Add/Update Accounts (Windows)
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  Covering Short Puts

  Answered Closed Catherine Shenoy 72 views 2 comments 0 points Most recent by Quicken Kristina February 2025Investing (Windows)
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  CC-800 Error with Apple Bank account.

  Closed vaysberg 51 views 11 comments 0 points Most recent by Quicken Kristina February 2025Download, Add/Update Accounts (Windows)
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  Linking Coinbase Bitcoin Wallet account in Quicken - Windows

  Answered Closed bobwiseman 281 views 6 comments 0 points Most recent by Quicken Kristina February 2025Investing (Windows)
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  Investment Average Annual Return - Add Earliest To Date Returns Option [Edited]

  Reviewed mslater96 113 views 6 comments 2 points Most recent by mslater96 February 2025Investments
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  Security Detail View failure

  Answered Closed paulperry 102 views 4 comments 0 points Most recent by Quicken Kristina February 2025Errors and Troubleshooting (Windows)
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  CitiBank L.L. Bean MasterCard

  Answered Closed David Simmons 265 views 2 comments 0 points Most recent by Quicken Kristina February 2025Download, Add/Update Accounts (Windows)
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  Entering Investment Information

  Closed TRosengarten 51 views 1 comment 0 points Most recent by Jim_Harman February 2025Investing (Windows)
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  CLOSED! 2/18/25 Banco Popular de Puerto Rico EWC - FDP-102

  Quicken Kristina 84 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Alerts, Online Banking & Known Product Issues
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  CLOSED 2/18/25 Thrivent Financial - $0 Balance

  Quicken Kristina 101 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Alerts, Online Banking & Known Product Issues
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  Fixing Error Code 800

  Answered Closed AXA_USER 103 views 6 comments 0 points Most recent by Quicken Jasmine February 2025Errors and Troubleshooting (Windows)
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  Matching Securities Using CUSIP Numbers

  Answered Closed SAF56 112 views 4 comments 0 points Most recent by SAF56 February 2025Investing (Windows)
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  One Step Update has stopped working / Windows 11, Quicken Deluxe R60.20, build 27.1.60.20

  Closed spetrozzi 291 views 7 comments 0 points Most recent by Quicken Jasmine February 2025Download, Add/Update Accounts (Windows)
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  "Investing.Quicken.com Portfolio" choice missing from EDIT > PREFERENCES

  Closed Mike1224 181 views 8 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
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  Navy Federal Credit Union (NFCU) Issues

  Closed Ody 425 views 3 comments 0 points Most recent by Ody February 2025Download, Add/Update Accounts (Windows)
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  Dividend/interest credited to wrong money market fund (V r61.17) Windows 10 Pro

  Answered ✓ Closed Bearspa 62 views 3 comments 0 points Most recent by Quicken Kristina February 2025Registers & Transactions (Windows)
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  Product Enhancement Request: Please add "Make Deposit" function like in QuickBooks!

  Reviewed jstraugh 186 views 12 comments 4 points Most recent by Quicken Jasmine February 2025Product Enhancements
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  Merged: Please add a "Make Deposit" function to the Transactions menu in Quicken Classic …

  Closed jstraugh 11 views 0 comments 0 points Most recent by splasher February 2025Registers & Transactions (Windows)
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  2

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  Add a semi-automated way to clean-up/remove older data [Edited]

  Reviewed Tom Auer 301 views 12 comments 2 points Most recent by Tom Auer February 2025Manage Accounts and Transactions