Windows

Discussion List

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  Why do I get the Blue Dot every time I download from Fidelity?

  Answered ✓ Closed IDG 141 views 3 comments 0 points Most recent by Quicken Kristina January 10Registers & Transactions (Windows)
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  Fidelity transactions in linked Cash account downloading as "Cash"

  Closed acloudman 74 views 5 comments 0 points Most recent by NotACPA January 10Registers & Transactions (Windows)
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  Anyone Else Experiencing a Broken 'Create a year-end archive' feature?

  Answered Closed CashMan 86 views 1 comment 0 points Most recent by Quicken Kristina January 9File Conversion and Backup (Windows)
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  Empower Retirement blocking transaction and CC-511

  Closed JDB97 33 views 1 comment 0 points Most recent by Quicken Kristina January 9Errors and Troubleshooting (Windows)
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  Fidelity Net Benefits transactions mis-assigned with wrong action

  Closed Tim Wolff 31 views 1 comment 0 points Most recent by Quicken Kristina January 9Investing (Windows)
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  PNC connect

  Answered Closed psnorris 14 views 1 comment 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Windows)
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  Fidelty Netbenefits not adding bought fund & incorrect cash after rebalance

  Closed Scotsaver 31 views 5 comments 0 points Most recent by Quicken Kristina January 9Registers & Transactions (Windows)
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  Phantom QuickPay payee; Version R65.29, Build 27.1.65.29

  Answered Closed wrnoof 23 views 3 comments 0 points Most recent by Quicken Kristina January 9Paying Bills, Online Billers & Reminders (Windows)
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  CUSIP number is wrong

  Closed kopje cat 76 views 5 comments 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Windows)
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  Bill Pay is ridiculously buggy

  Closed Eddie Paz 67 views 6 comments 0 points Most recent by UKR January 9Paying Bills, Online Billers & Reminders (Windows)
• 
  Quicken rental property manager 2016

  Closed ckh_01 61 views 4 comments 0 points Most recent by Quicken Anja January 9Business and Rental Property Tools (Windows)
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  I am web connected to my Bank of America account but Quicken is not downloading the transactions

  Answered ✓ Closed diagdad 396 views 11 comments 0 points Most recent by Quicken Anja January 9Download, Add/Update Accounts (Windows)
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  Up
  Quicken Classic - Customize Toolbar (Separators)

  Reviewed edziu76 13 views 0 comments 3 points Most recent by edziu76 January 8Display/UI
• 
  SoldX from IRA not showing as 1099-R taxable distribution

  Answered Closed DoctorBrown 324 views 18 comments 1 point Most recent by Boatnmaniac January 8Reports (Windows)
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  How to inform Quicken team about incorrect institution web address

  Closed Vivasa 22 views 1 comment 0 points Most recent by Quicken Alyssa January 8Download, Add/Update Accounts (Windows)
• 
  Error Message CC503.

  Closed rivoli 23 views 1 comment 0 points Most recent by Quicken Alyssa January 8Errors and Troubleshooting (Windows)
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  Issue on Windows 11 with dual monitors

  Closed Mark Goldstone 21 views 1 comment 0 points Most recent by Quicken Anja January 8Errors and Troubleshooting (Windows)
• 
  Fix Validate/Repair Messing Up Tax Planner

  Closed recursor1 215 views 11 comments 1 point Most recent by rjt21 January 7Budgeting and Planning Tools (Windows)
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  error message - can't find path to Quicken.msi [Edited]

  Answered Closed jkk_08 281 views 11 comments 1 point Most recent by Quicken Alyssa January 7Errors and Troubleshooting (Windows)
• 
  Best Buy-Citi

  Answered Closed nasserrm 32 views 5 comments 0 points Most recent by Quicken Alyssa January 7Download, Add/Update Accounts (Windows)
• 
  Message to the CEO

  Closed christorres833 82 views 2 comments 0 points Most recent by BK January 7Errors and Troubleshooting (Windows)
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  Citibank Connection Problems?

  Closed fitz6544 32 views 3 comments 0 points Most recent by Quicken Alyssa January 7Download, Add/Update Accounts (Windows)
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  How do I get rid of error CC505?

  Answered Closed jjtool 45 views 6 comments 0 points Most recent by Boatnmaniac January 7Errors and Troubleshooting (Windows)
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  Bank sync downloads pending transaction balance instead of only cleared transaction balance

  Closed JKQUESTIONS 21 views 2 comments 0 points Most recent by Speezer22 January 7Download, Add/Update Accounts (Windows)
• 
  Fidelity EWC+ interface treating accrued interest on secondary market CDs incorrectly

  Closed BrittMayo 1 view 1 comment 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
• 
  How to remove datafile from Quicken Cloud

  Closed Lampatrick 86 views 3 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
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  RSU Vesting Schedule

  Reviewed CDG01 23 views 0 comments 2 points Most recent by CDG01 January 6Investments
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  How can I properly record a Roth to traditional IRA recharacterization?

  Answered Closed thetallestpaul 47 views 4 comments 0 points Most recent by Jim_Harman January 6Registers & Transactions (Windows)
• 
  Auto-Entry of downloaded transactions

  Closed rfmoskowitz 61 views 9 comments 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
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  Schwab HSA account not downloading CC-800 error says Deleted Schwab account

  Closed RAFSF 143 views 12 comments 0 points Most recent by Quicken Alyssa January 6Download, Add/Update Accounts (Mac)