Windows

Discussion List

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  Pop-up a register by right clicking on the FI name

  Reviewed BK 33 views 1 comment 4 points Most recent by BK November 2025Display/UI
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  renaming rules not being saved

  Answered Closed njfiddler 133 views 13 comments 0 points Most recent by njfiddler November 2025Errors and Troubleshooting (Windows)
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  Everbank Not Connecting ... Still

  Closed Doug 81 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Continuing problems with latest update for connection to Fidelity

  Closed OTTBMom 596 views 14 comments 1 point Most recent by OTTBMom November 2025Download, Add/Update Accounts (Windows)
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  Getting bogus "please enter a valid amount"

  Closed BernieC 11 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Fidelity Brokerage Account Transaction Categorization

  Closed apodsim 22 views 1 comment 0 points Most recent by Quicken Kristina November 2025Investing (Windows)
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  Last Payment errors

  Closed rupleys 24 views 3 comments 0 points Most recent by Quicken Kristina November 2025Paying Bills, Online Billers & Reminders (Windows)
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  CSV to QIF Conversion for Fidelity into Quicken/Windows

  Closed Derz 124 views 1 comment 2 points Most recent by Chris_QPW November 2025Download, Add/Update Accounts (Windows)
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  Online Center Contact Info - Greyed Out

  Closed System 61 views 11 comments 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Cannot get cash balance to reconcile/show accurately (Fidelity)

  Closed Charles Farnell 84 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Installation of R64.29 today caused my budget to be completely deleted.

  Closed JHARVEY 92 views 5 comments 0 points Most recent by Quicken Alyssa November 2025Budgeting and Planning Tools (Windows)
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  fidelity investments accounts still showing shares held instead of cash

  Answered Closed rayseidlinger 124 views 11 comments 0 points Most recent by Quicken Kristina November 2025Registers & Transactions (Windows)
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  Wells Fargo Account Lost Online Access

  Closed Steve1939 37 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Download, Add/Update Accounts (Windows)
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  Brokerage Account Downloaded Transaction Freezes Application with "0" in Action field

  Closed JohnC859674 2 views 1 comment 2 points Most recent by Quicken Alyssa November 2025Registers & Transactions (Windows)
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  Budget Category: Everything Else showing up in Budget, unselected

  Closed JNewman 130 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Budgeting and Planning Tools (Windows)
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  Unable to update billers: Quicken could not retrieve the list of billers.

  Answered Closed Jay Gourley 11 views 1 comment 0 points Most recent by Quicken Alyssa November 2025Errors and Troubleshooting (Windows)
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  Contact Info links greyed out in R64.35 but not R64.30

  Closed cyberphile 153 views 12 comments 0 points Most recent by cyberphile November 2025Installing and Updating (Windows)
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  Current Fidelity Instructions

  Answered Closed Bob@45 243 views 9 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Idea: Include check number field in scheduled transactions (8 Merged Votes)

  Reviewed Dan Glynhampton 1.3K views 34 comments 28 points Most recent by UserDavidC November 2025Paying Bills, Online Billers & Reminders
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  zzz-fidelity account appeared after migration [Edited]

  Closed aboxbaum 92 views 3 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  (***HELP MODS***) Account connection issue (another random error that just popped out of no where)

  Closed Adience 78 views 5 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Fidelity non-qualified plan fund sales downloaded as withdrawals and missing info

  Closed System 12 views 2 comments 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)
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  Fidelity NetBenefits transaction posted to Janus account

  Closed System 11 views 2 comments 0 points Most recent by Quicken Kristina November 2025Errors and Troubleshooting (Windows)
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  Fidelity Transactions Still Not Downloading

  Closed rbridges01 740 views 19 comments 0 points Most recent by Woodsey November 2025Download, Add/Update Accounts (Windows)
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  Why is a 'One-Time occurrence' Bill Reminder showing twice in planning?

  Answered Closed BobbyP 11 views 1 comment 0 points Most recent by Quicken Anja November 2025Budgeting and Planning Tools (Windows)
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  Multiple Exchange rates by Currency

  Reviewed tjbsands 22 views 1 comment 4 points Most recent by Chris_QPW November 2025Product Enhancements
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  In budget screen we should be able to show full year on one screen

  Reviewed Dennis18@ 12 views 1 comment 3 points Most recent by Lloyd Young November 2025Budget and Planning Tools
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  setting up accounts as problematic as ever

  Closed crownpointdude 21 views 1 comment 0 points Most recent by Quicken Kristina November 2025Download, Add/Update Accounts (Windows)