Windows

Discussion List

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  Express Web Connect + hanging up during account connection

  Closed wwallyz 52 views 4 comments 0 points Most recent by wwallyz October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Price History for US Treasuries Doesn't update

  Closed HCJoe 112 views 8 comments 1 point Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Why am I seeing duplicate entries from Fidelity?

  Answered Closed jah47Ed 222 views 10 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Fidelity Investment Update Incorrect beginning 8/28/25

  Answered Closed Nozgroup 241 views 9 comments 1 point Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)
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  EWC+ Transfers from Merrill Lynch Investments to BOA Not Downloading

  Closed Dan13 42 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  How to compare an account from 2 backup?

  Closed mikek753b 128 views 7 comments 0 points Most recent by Randyg October 2025File Conversion and Backup (Windows)
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  NetXInvestor rejecting request when attempting to update account OL-301-A

  Closed jr_ece 250 views 12 comments 0 points Most recent by bcsteves October 2025Errors and Troubleshooting (Windows)
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  Reconnecting Billers requires you to agree to have bills no longer sent in the mail

  Closed Walford 107 views 4 comments 1 point Most recent by sunset733 October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Bill Reminder Issue with Split Categories

  Closed Gringgo 518 views 27 comments 0 points Most recent by Quicken Kristina October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Graphics Issues on Multiple Displays - CTP-12046

  Closed DisplacedHoosier 23 views 1 comment 0 points Most recent by Quicken Anja October 2025Reports (Windows)
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  Treasury Direct - Treasury Bond Purchase - Sale, Interest and Tax withholding

  Reviewed Sammy 174 views 4 comments 16 points Most recent by budsloan October 2025Investments
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  Portfolio X-Ray Custom Views

  Reviewed GTmem 33 views 1 comment 3 points Most recent by q_lurker October 2025Product Enhancements
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  USAA Checking will not connect

  Closed jschumann888 35 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Fidelity accounts with multipile Quicken files - reset needed?

  Answered Closed markswot 73 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Ability to Specify Income Category to use when turning on Rent Collection Reminder

  Reviewed David37211 66 views 5 comments 3 points Most recent by David37211 October 2025Rental Property and Business Tools
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  Chase bills missing

  Answered Closed dianal10 54 views 6 comments 0 points Most recent by Quicken Alyssa October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Balance errors created by reconciling a transaction

  Closed bbuckley 83 views 6 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Fidelity HSA Missing Transactions

  Closed System 24 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Error in Intervals on Net worth report

  Closed jsnider47 79 views 7 comments 0 points Most recent by Quicken Anja October 2025Reports (Windows)
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  Erroneous input into 401K account in Tax Planner

  Closed Ben12 31 views 2 comments 0 points Most recent by Quicken Anja October 2025Budgeting and Planning Tools (Windows)
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  Bill and Income Reminders status as Skipped

  Closed ksm 56 views 6 comments 0 points Most recent by ksm October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Problem managing cash in Fidelity account after switch to EWC+

  Closed Rocket J Squirrel 1.9K views 51 comments 1 point Most recent by pablomiller October 2025Investing (Windows)
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  Franklin Templeton Investment download failure

  Answered Closed joecomm 637 views 22 comments 0 points Most recent by Dennis@1 October 2025Errors and Troubleshooting (Windows)
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  Quicken mis-interpreting Broker Shares in One Step Update

  Answered Closed bw2 55 views 4 comments 0 points Most recent by q_lurker October 2025Investing (Windows)
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  How to manage old accounts? What to delete and how?

  Closed mikek753b 34 views 2 comments 0 points Most recent by mikek753b October 2025Download, Add/Update Accounts (Windows)
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  Register contains some transactions all the way to 9/26

  Closed shoopes 21 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Windows)
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  I validated and made copy of my Q file to correct broken downloads but now what do I do

  Closed RET 32 views 2 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)