Windows

Discussion List

• 
  Why am I getting this message when automatically converting to the new Fidelity connection method?

  Answered Closed Bhopl 69 views 2 comments 0 points Most recent by JimB54 October 11Download, Add/Update Accounts (Windows)
• 
  where are the registers for investment accounts?

  Answered Closed Corky4 29 views 2 comments 0 points Most recent by Quicken Kristina October 11Registers & Transactions (Windows)
• 
  Fidelity Changes to your connected services in Quicken

  Closed Ethan1991 463 views 4 comments 0 points Most recent by Quicken Kristina October 11Download, Add/Update Accounts (Windows)
• 
  Budgeting by fiscal year instead of calendar year

  Answered Closed David Viking 61 views 8 comments 0 points Most recent by Quicken Kristina October 11Budgeting and Planning Tools (Windows)
• 
  Investments Online Banking Windows BofA Unable To Verify Financial Institution

  Closed briancmetcalf 211 views 7 comments 0 points Most recent by Quicken Kristina October 11Download, Add/Update Accounts (Windows)
• 
  This is functionality that existed 20 years ago... manual bill pay.

  Closed kelly1171 32 views 2 comments 1 point Most recent by Quicken Kristina October 11Paying Bills, Online Billers & Reminders (Windows)
• 
  Chase Visa transactions stopped downloading for 1 card only

  Closed rhinodad 37 views 4 comments 0 points Most recent by Quicken Kristina October 11Errors and Troubleshooting (Windows)
• 
  Missing Schwab transactions

  Closed KenJ29 19 views 1 comment 0 points Most recent by Quicken Anja October 11Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Need a configurable option to treat an account's Settlement fund as cash

  Reviewed ChicagoGuy 19 views 0 comments 1 point Started by ChicagoGuy October 11 Manage Accounts and Transactions
• 
  R 64.19: improved portfolio x-ray not working

  Answered Closed tanapoli 549 views 33 comments 0 points Most recent by Jim_Harman October 10Investing (Windows)
• 
  Express Web Connect + hanging up during account connection

  Closed wwallyz 58 views 4 comments 0 points Most recent by wwallyz October 10Download, Add/Update Accounts (Windows)
• 
  88
  Need a way for a user to do a controlled abort of one step update (8 Legacy Votes)

  Planned Rick Gumpertz 1.3K views 51 comments 88 points Most recent by wwallyz October 10Manage Accounts and Transactions
• 
  Fidelity Price History for US Treasuries Doesn't update

  Closed HCJoe 110 views 8 comments 1 point Most recent by Quicken Kristina October 10Download, Add/Update Accounts (Windows)
• 
  Why am I seeing duplicate entries from Fidelity?

  Answered Closed jah47Ed 213 views 10 comments 0 points Most recent by Quicken Kristina October 10Download, Add/Update Accounts (Windows)
• 
  Fidelity Investment Update Incorrect beginning 8/28/25

  Answered Closed Nozgroup 236 views 9 comments 1 point Most recent by Quicken Kristina October 10Errors and Troubleshooting (Windows)
• 
  EWC+ Transfers from Merrill Lynch Investments to BOA Not Downloading

  Closed Dan13 40 views 5 comments 0 points Most recent by Quicken Kristina October 10Download, Add/Update Accounts (Windows)
• 
  How to compare an account from 2 backup?

  Closed mikek753b 120 views 7 comments 0 points Most recent by Randyg October 10File Conversion and Backup (Windows)
• 
  NetXInvestor rejecting request when attempting to update account OL-301-A

  Closed jr_ece 183 views 12 comments 0 points Most recent by bcsteves October 10Errors and Troubleshooting (Windows)
• 
  Reconnecting Billers requires you to agree to have bills no longer sent in the mail

  Closed Walford 95 views 4 comments 1 point Most recent by sunset733 October 10Paying Bills, Online Billers & Reminders (Windows)
• 
  Bill Reminder Issue with Split Categories

  Closed Gringgo 470 views 27 comments 0 points Most recent by Quicken Kristina October 10Paying Bills, Online Billers & Reminders (Windows)
• 
  Graphics Issues on Multiple Displays - CTP-12046

  Closed DisplacedHoosier 23 views 1 comment 0 points Most recent by Quicken Anja October 10Reports (Windows)
• 
  16

  Up
  Treasury Direct - Treasury Bond Purchase - Sale, Interest and Tax withholding

  Reviewed Sammy 168 views 4 comments 16 points Most recent by budsloan October 10Investments
• 
  2

  Up
  Portfolio X-Ray Custom Views

  Reviewed GTmem 33 views 1 comment 2 points Most recent by q_lurker October 9Product Enhancements
• 
  USAA Checking will not connect

  Closed jschumann888 29 views 1 comment 0 points Most recent by Quicken Alyssa October 9Download, Add/Update Accounts (Windows)
• 
  Fidelity accounts with multipile Quicken files - reset needed?

  Answered Closed markswot 75 views 1 comment 0 points Most recent by Quicken Alyssa October 9Download, Add/Update Accounts (Windows)
• 
  3

  Up
  Ability to Specify Income Category to use when turning on Rent Collection Reminder

  Reviewed David37211 58 views 5 comments 3 points Most recent by David37211 October 9Rental Property and Business Tools
• 
  Chase bills missing

  Answered Closed dianal10 58 views 6 comments 0 points Most recent by Quicken Alyssa October 9Paying Bills, Online Billers & Reminders (Windows)