Windows

Discussion List

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  NetxInvestor / Pershing Automatic Account Update

  Answered Closed JP McClernon 84 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Quicken Bank and financial institution connections

  Closed rusfr 62 views 4 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Quicken won't accept my qfx file from Bank of America

  Closed pattywagen 268 views 15 comments 0 points Most recent by Chris_QPW October 2025Download, Add/Update Accounts (Windows)
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  Unable to Connect to Fidelity NetBenefits

  Closed System 123 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Current Spending vs. Average Spending by Category - Current Year

  Reviewed GLKNY 12 views 0 comments 1 point Started by GLKNY October 2025 Reports
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  October 2025 PNC Bank update breaks Quicken One-Step Update

  Closed eghanson 345 views 2 comments 0 points Most recent by Boatnmaniac October 2025Download, Add/Update Accounts (Windows)
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  Capital One Bill Reminder continually resetting itself to 0.00 after updating the amount

  Closed cwinkler 33 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Merrill Red Flags even without any unrecorded transactions

  Closed S Singer 11 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Cannot download transactions from Bank of America since a couple of weeks.

  Answered Closed nisarun 161 views 5 comments 0 points Most recent by Chris_QPW October 2025Errors and Troubleshooting (Windows)
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  Fidelity Transactions Still Not Being Dowloaded

  Closed pistolpete 62 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Town and country bank

  Closed Richard Sturgeon 41 views 5 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Stalls when signing in, or shutting down?

  Answered Closed jeskickin 42 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Cannot update password for Fifth Third Bank

  Closed ghalweg 44 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Signing in, Passwords, and Activation (Windows)
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  The Payees are not downloading correctly

  Answered Closed Jansch 93 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Error message, telling me to reconcile downloaded transactions. There are none.

  Answered Closed treasur2 33 views 4 comments 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Windows)
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  New Online Bills System Issues

  Closed thorn5 1.9K views 92 comments 2 points Most recent by BarryGraham October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Feature Request - Stop scrolling to top on Refresh

  Closed SteveInReno 81 views 4 comments 5 points Most recent by Quicken Kristina October 2025Budgeting and Planning Tools (Windows)
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  ok, Reconciled checkbook, Credit card came in posted it to the wrong card

  Closed Bruce Leavitt 22 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Fidelity Migration

  Closed dkirin 61 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Downloading Transactions

  Answered Closed Graywolf 172 views 15 comments 0 points Most recent by Chris_QPW October 2025Download, Add/Update Accounts (Windows)
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  Error OL-297A Downloading from Merrill Lynch. Is Quicken now Forcing DC--> EWC+?

  Closed mrzookie 52 views 3 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Check pay cleared bank but can't clear it in the register [Edited]

  Closed Richard Sturgeon 43 views 5 comments 0 points Most recent by Quicken Kristina October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Sign in to Merrill Lynch Benefits OnLine bank failed.

  Closed System 23 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Not Able to Download transaction in Fidelity Cash Management Account

  Answered Closed JNTexas 446 views 24 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  delete all data

  Answered Adience 43 views 1 comment 0 points Most recent by Quicken Anja October 2025Using Quicken LifeHub
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  Investing securities view Quote/Price shows 'Last Updated' date 2 days old, quotes stale

  Answered Closed Mike650101 102 views 3 comments 0 points Most recent by Mike650101 October 2025Investing (Windows)
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  When transferring funds, why does the wrong amount show in the budget?

  Closed wpg 51 102 views 9 comments 0 points Most recent by Arctic Hare October 2025All Things Canadian (Windows)
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  Fidelity EWC+ 401(k) incorrect transaction--Bought should have been Xout

  Closed EvDob 51 views 3 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)