Windows

Discussion List

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  Problems downloading Fidelity data

  Answered Closed Bearspa 303 views 8 comments 0 points Most recent by Bearspa October 2025Download, Add/Update Accounts (Windows)
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  Unable to Activate One Step Update with Citibank Credit Card

  Closed joevincenzino 68 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Resolve "Please Check Internet Connection and Try Again"

  Answered Closed Rajman 67 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Bank of America / Merrill Issues

  Answered Closed Proidgy68 53 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Chase CC Not Downloading

  Answered Closed dadentist 34 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Ability to Create a Report with Mileage Categories

  Reviewed David37211 74 views 6 comments 2 points Most recent by David37211 October 2025Reports
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  Temporary workaround for temporary senior bonus deduction?

  Answered Closed SomebodyInGNV 77 views 2 comments 0 points Most recent by SomebodyInGNV October 2025Budgeting and Planning Tools (Windows)
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  Fidelity Reauthorization

  Closed VikingJSF 52 views 3 comments 0 points Most recent by jgharris7 October 2025Download, Add/Update Accounts (Windows)
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  Added an account that has been open for months, only shows a couple months transactions

  Answered Closed Jibsman 32 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Why does Axos Bank DC return $0.00 balance when using Quicken direct connect download

  Answered Closed Ed Mahoney 96 views 7 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits 401(k) is still downloading incorrect transactions

  Closed cyberphile 80 views 3 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)
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  Register auto-enters bill reminders years into the future

  Answered Closed sycamore91 89 views 7 comments 0 points Most recent by Chris_QPW October 2025Registers & Transactions (Windows)
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  Create account groups (5 Merged Vote)

  Reviewed M Wax 2.9K views 38 comments 33 points Most recent by piyushjain October 2025Manage Accounts and Transactions
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  PNC Transactions Not Downloading

  Answered ✓ Closed Edward819 136 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity cash balance not matching that downloaded for IRA accounts

  Closed chestrenu 93 views 5 comments 0 points Most recent by nothear2talk October 2025Errors and Troubleshooting (Windows)
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  Certain Transactions Missing from Reports

  Closed JFSamuels 102 views 6 comments 0 points Most recent by JFSamuels October 2025Reports (Windows)
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  Option to allow always using long payee names instead of renaming to short names

  Reviewed BlindMelonhead 13 views 0 comments 2 points Started by BlindMelonhead October 2025 Product Enhancements
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  Dashboard showing $ rather than home currency as currency

  Answered Closed Claude Diderich 12 views 1 comment 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  keep getting QW.exe

  Answered Closed scott1996 68 views 4 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  Has anyone else been unable to transition Fidelity accounts?

  Answered Closed janeD 166 views 10 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Davenport connection issue

  Closed mcmillanmail 67 views 6 comments 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)
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  Reconciling

  Closed 1958usmc 74 views 8 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  OL-220-A Error for First Horizon Bank accounts

  Closed Donald Brooks 45 views 6 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Migration in Quicken Classic

  Closed es114 306 views 17 comments 1 point Most recent by NotACPA October 2025Download, Add/Update Accounts (Windows)
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  TD Bank – Direct Connect Broken & Constant Reactivations Across Multiple Files (previous thread)

  Closed Gary Wnorowski 129 views 1 comment 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Where are the Morningstar elements in 64.30?

  Closed MMinderbinder 55 views 5 comments 0 points Most recent by NotACPA October 2025Investing (Windows)
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  10/13/25 No Transactions for Fidelity HSA Accounts

  Announcement Quicken Kristina 2.2K views 0 comments 3 points Started by Quicken Kristina October 2025 Announcements
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  Importing QFX files

  Answered ✓ Closed Rick Klock 129 views 3 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Mac)
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  A phantom/invisible transaction is throwing off my cleared balance. What can I do?

  Answered Closed MWK8 164 views 11 comments 0 points Most recent by Jim_Harman October 2025Registers & Transactions (Windows)