Windows

Discussion List

• 
  Weird prompt about lots when downloading

  Answered Closed EmKay 111 views 5 comments 0 points Most recent by Quicken Carlos July 13Download, Add/Update Accounts (Windows)
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  Key Bank account reset

  Closed glenn 165 views 5 comments 0 points Most recent by Quicken Carlos July 13Download, Add/Update Accounts (Windows)
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  CC-501 Error for Most Online Accounts

  Closed vuwildcat07 85 views 4 comments 0 points Most recent by Quicken Alyssa July 13Errors and Troubleshooting (Windows)
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  transactions missing after downloading from fidelity

  Answered Closed chernan799 73 views 4 comments 0 points Most recent by Quicken Alyssa July 13Download, Add/Update Accounts (Windows)
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  Projected Balances Report

  Closed nancepb 95 views 3 comments 1 point Most recent by NotACPA July 12Reports (Windows)
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  What are the plans to support Trump account connectivity?

  Closed mrl232 384 views 5 comments 0 points Most recent by Chris_QPW July 12Download, Add/Update Accounts (Windows)
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  51
  R56.9 updated - Change downloaded transactions font/format back to the way it was before [Edited]

  Planned Don Awalt 1.4K views 39 comments 51 points Most recent by Quicken Kristina July 12Display/UI
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  11

  Up
  Change default IRA transfers out tax line item

  Reviewed Rocket J Squirrel 111 views 3 comments 11 points Most recent by q_lurker July 12Investments
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  66
  Required Minimum Distribution (RMD) age

  Planned Ray2020 1.3K views 35 comments 66 points Most recent by Quicken Kristina July 12Investments
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  56
  You should be able to reopen a closed account.

  Planned Chris_QPW 843 views 22 comments 56 points Most recent by Quicken Kristina July 12Manage Accounts and Transactions
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  Amazon Categorization should not use Hidden Categories

  Closed Bione 121 views 5 comments 1 point Most recent by Quicken Kristina July 12Retail Purchase Categorization
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  Syncing with Schwab

  Answered Closed Vince3 173 views 11 comments 0 points Most recent by Quicken Kristina July 12Download, Add/Update Accounts (Windows)
• 
  File not backed up.

  Answered Closed poolguy1 121 views 5 comments 0 points Most recent by Quicken Kristina July 12Errors and Troubleshooting (Windows)
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  unable to download transaction for Ally card

  Closed danlapin 31 views 4 comments 0 points Most recent by Quicken Kristina July 12Paying Bills, Online Billers & Reminders (Windows)
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  Schwab Downloads - Short sales downloaded as deposits & Cover shorts as buys [Edited]

  Answered Closed georgek 111 views 9 comments 0 points Most recent by Quicken Kristina July 12Download, Add/Update Accounts (Windows)
• 
  Quicken r67.7 creating duplicate transactions when downloading

  Closed fleetian 152 views 6 comments 0 points Most recent by Quicken Kristina July 12Download, Add/Update Accounts (Windows)
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  45

  Up
  Gears are for settings. Hamburgers are for menus.

  Under Consideration Rocket J Squirrel 301 views 8 comments 45 points Most recent by Quicken Kristina July 12Display/UI
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  57
  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Planned Scooterlam 644 views 18 comments 57 points Most recent by Quicken Kristina July 12Budget and Planning Tools
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  37

  Up
  Option to preserve online account connections when performing File Copy

  Reviewed Rocket J Squirrel 494 views 19 comments 37 points Most recent by leishirsute July 12Backups and File Conversions
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  43

  Up
  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 1K views 16 comments 43 points Most recent by w20n0fjbh8 July 12Budget and Planning Tools
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  Accounts Not Automatically Reconciling

  Closed Jan G 223 views 14 comments 0 points Most recent by NotACPA July 12Download, Add/Update Accounts (Windows)
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  Cannot connect to Citibank....again

  Closed DawnLynn10 264 views 12 comments 0 points Most recent by Quicken Kristina July 11Download, Add/Update Accounts (Windows)
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  Fidelity VISA Credit Card No Longer Downloads Transactions After Recent Update

  Closed cliffordsweet 51 views 3 comments 0 points Most recent by Quicken Kristina July 11Download, Add/Update Accounts (Windows)
• 
  Hunthing National Bank - QFX Error OL-221

  Closed System 71 views 2 comments 0 points Most recent by Quicken Anja July 11Download, Add/Update Accounts (Windows)
• 
  Windows Deluxe, release R68.28

  Answered ✓ Closed tdmonroe 94 views 2 comments 0 points Most recent by Quicken Carlos July 11Errors and Troubleshooting (Windows)
• 
  "Improve Connection"? Why, what, huh?

  Answered Closed Patrick Larkin 205 views 6 comments 0 points Most recent by Quicken Anja July 11Download, Add/Update Accounts (Windows)
• 
  loan question

  Answered Closed jtobia846 83 views 5 comments 0 points Most recent by Quicken Anja July 11Download, Add/Update Accounts (Windows)
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  CC-502 Connection Error starting 7/7/2026 with www.thenbcbank.com

  Closed pharlan42 31 views 1 comment 0 points Most recent by Quicken Carlos July 11Errors and Troubleshooting (Windows)
• 
  Consulting help for Quicken Classic

  Closed mark.zorko 71 views 2 comments 0 points Most recent by NotACPA July 10Business and Rental Property Tools (Windows)