Windows

Discussion List

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  New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]

  Closed Marilyn Heidenfelder 5.8K views 120 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  Called bonds remain in Maturity Dates Report

  Reviewed Thirty_Year_User 112 views 8 comments 5 points Most recent by NotACPA October 2025Reports
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  What’s Going On Between Fidelity and Quicken?

  Closed Desiree 34.2K 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 50K 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 27 views 2 comments 1 point Most recent by q_lurker October 2025Reports
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  new Bill pay

  Closed cobiesson 21 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 22 views 2 comments 5 points Most recent by dickm2275 October 2025Investments
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  Fidelity Cash Management Account

  Closed LedgerLynx 457 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 41 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 51 views 3 comments 0 points Most recent by Adience October 2025Investing (Windows)
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  Fidelity Reauthorization Loop

  Closed System 252 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 1.5K 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 32 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 31 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 41 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 105 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 74 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 332 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 73 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 77 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 51 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 31 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 77 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 32 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)