Accounts

Discussion List

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  Unable to add new Fidelity Brokerage Account to Quicken

  Answered cminarik_1953 6 views 2 comments 0 points Most recent by cminarik_1953 8:36AMDownload, Add/Update Accounts (Windows)
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  American Express not connecting

  Answered q12mark 12 views 1 comment 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Mac)
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  Credit union merger, how to balance register

  wolfwoman 7 views 1 comment 0 points Most recent by Jon January 9Errors and Troubleshooting (Windows)
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  Column sizing issue

  David15 23 views 2 comments 0 points Most recent by Quicken Anja January 9Registers & Transactions (Windows)
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  NYSaves 529 Online Account Setup FINALLY Working In Quicken!

  Misterbill 19 views 2 comments 0 points Most recent by Quicken Anja January 9Download, Add/Update Accounts (Windows)
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  Quicken STILL creating bogus opening balance transactions

  deliusfan 32 views 3 comments 1 point Most recent by Jim_Harman January 8Errors and Troubleshooting (Windows)
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  Anyone having problems adding/linking Paypal Credit account access (Win 11)

  Answered ✓ Slick8791 1.6K views 103 comments 3 points Most recent by Quicken Alyssa January 8Download, Add/Update Accounts (Windows)
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  One of my Vanguard investment accounts isn't listed when I try to set it up for Direct Connect.

  millersp54 71 views 11 comments 0 points Most recent by Jim_Harman January 8Download, Add/Update Accounts (Windows)
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  Why am I unable to add another bank account to my Classic Premier account?

  Answered Debra2025 10 views 1 comment -1 point Most recent by Quicken Anja January 7Download, Add/Update Accounts (Windows)
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  Quicken Classic on MacOS - multiple local user accounts

  New JJPeep 14 views 1 comment 1 point Most recent by jacobs January 7Ideas for Mac Classic
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  OnePay accounts

  Rick @ Kansas 80 views 8 comments 1 point Most recent by Quicken Alyssa January 7Download, Add/Update Accounts (Windows)
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  Moving entries from accidentally-closed to newly set up account: how long does 41 years take?

  Answered rekabis 35 views 3 comments 0 points Most recent by rekabis January 6Errors and Troubleshooting (Windows)
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  Auto-Entry of downloaded transactions

  rfmoskowitz 63 views 9 comments 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
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  Why am I missing some Individual Accts in BofA Corporate Acct during Express Connect+ Plus setup?

  Answered koberoi 60 views 7 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
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  Report ALL balances by Financial Institution

  Reviewed EmKay 90 views 3 comments 4 points Most recent by Dimitri11 January 6Reports
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  Linked checking account problems

  es114 39 views 6 comments 0 points Most recent by es114 January 6Download, Add/Update Accounts (Windows)
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  Sub-Accounts for Retirement

  Cyrano 23 views 2 comments 0 points Most recent by Cyrano January 6Investing (Mac)
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  Costco Citi card - downloading transactions

  goodswak 16 views 2 comments 0 points Most recent by goodswak January 6Errors and Troubleshooting (Windows)
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  Adding Fidelity Investments accounts

  Eddie Paz 31 views 3 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
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  merging new checking account with old one

  Answered ggulb 34 views 2 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Windows)
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  Unable to reconnect Schwab HSA account

  System 344 views 37 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Mac)
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  Completely unable to connect Fidelity Investments via WebConnect

  foster.a 75 views 4 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
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  New Fidelity Account Not In List Of Accounts To Be Added

  Tony Fong 38 views 3 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
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  Current Mac version doesn't download portfolios correctly

  hyyqckn 41 views 7 comments 0 points Most recent by jacobs January 5Download, Add/Update Accounts (Mac)
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  Account balance column and investing register don't match.

  Tony Luers 41 views 4 comments 1 point Most recent by Tony Luers January 4Errors and Troubleshooting (Windows)
• 
  Putting date's in sequence

  Answered ✓ Ron 41 views 5 comments 0 points Most recent by jacobs January 4Reports (Mac)
• 
  Quicken Set Up For Variable APR Interest Only Loan? Anything New?

  Answered ✓ Robin Owen 20 views 2 comments 0 points Most recent by Robin Owen January 4Budgeting and Planning Tools (Windows)
• 
  "More Accounts" section under Banking shows CLOSED icon

  rfmoskowitz 15 views 1 comment 0 points Most recent by rfmoskowitz January 3Download, Add/Update Accounts (Windows)
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  Color code entries by payee, category, or both [Edited]

  Reviewed Oscelot 17 views 1 comment 1 point Most recent by Quicken Kristina January 3Display/UI
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  Unable to download Capital One credit card into Quicken

  System 6 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)