Windows

Discussion List

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  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 33.9K views 587 comments 4 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  zzz-Fidelity Updates

  Closed Gary R 49.5K views 1.3K comments 2 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Set default report organization to "date/account"

  Reviewed Trepid 24 views 2 comments 1 point Most recent by q_lurker October 2025Reports
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  new Bill pay

  Closed cobiesson 23 views 2 comments 0 points Most recent by Quicken Kristina October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Call Dates for CDs and bonds

  Reviewed DStar 23 views 2 comments 5 points Most recent by dickm2275 October 2025Investments
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  Fidelity Cash Management Account

  Closed LedgerLynx 410 views 6 comments 0 points Most recent by leishirsute October 2025Registers & Transactions (Mac)
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  Quicken freezing on one step update

  Closed evan.berner 42 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Online Payee Corrupted

  Answered Closed kiawahdon 43 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Paying Bills, Online Billers & Reminders (Windows)
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  No Value Investments

  Answered ✓ Closed Adience 54 views 3 comments 0 points Most recent by Adience October 2025Investing (Windows)
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  Fidelity Reauthorization Loop

  Closed System 245 views 9 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  UPDATED 10/16/25 HealthEquity - CC-501/FDP-101

  Quicken Kristina 1.4K views 2 comments -1 point Most recent by Quicken Anja October 2025Alerts, Online Banking & Known Product Issues
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  I am not sure the new billpay service is working

  Answered Closed bergy45 34 views 1 comment 1 point Most recent by Quicken Alyssa October 2025Paying Bills, Online Billers & Reminders (Windows)
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  Citi investment not working again

  Closed DesiArnez 33 views 2 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
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  Wells Fargo transaction download

  Closed JTeter 51 views 3 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Not Printing Check Stubs

  Answered Closed tigre99 38 views 2 comments 0 points Most recent by UKR October 2025Errors and Troubleshooting (Windows)
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  One Step Update Not Updating Investment Accounts

  Closed Dan13 100 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Mobile was including investment accounts which I did not sync

  Closed rahcoleman 31 views 3 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Quicken closes after one step update

  Closed pfspartan 75 views 5 comments 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Problems downloading Fidelity data

  Answered Closed Bearspa 331 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 78 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 32 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 72 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 72 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 34 views 2 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Merged: Slow One Step Update after connecting Bank of America

  Closed System 31 views 0 comments 0 points Most recent by jkv1229 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 95 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 89 views 3 comments 0 points Most recent by Quicken Kristina October 2025Registers & Transactions (Windows)