Accounts

Discussion List

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  Unable to reconnect Schwab HSA account

  System 236 views 26 comments 0 points Most recent by dfrobinson1966 7:46AMDownload, Add/Update Accounts (Mac)
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  Multiple accounts corrupted when opening Quicken

  HelpQuickHelpMe 138 views 16 comments 1 point Most recent by Quicken Kristina December 20Errors and Troubleshooting (Windows)
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  Bank of America - Quicken (newest way to download)

  hh311 81 views 11 comments 0 points Most recent by Quicken Anja December 20Download, Add/Update Accounts (Windows)
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  Credit card balances

  Answered mb66 48 views 3 comments 0 points Most recent by mshiggins December 20Registers & Transactions (Windows)
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  Downloaded transactions available for review, but 'Downloaded Transactions' tab is not visible

  aorlow 23 views 2 comments 0 points Most recent by aorlow December 19Download, Add/Update Accounts (Windows)
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  ONGOING 12/19/25 Charles Schwab & Co., Inc. - Missing Account - 355 DASH error

  Quicken Janean 161 views 2 comments 0 points Most recent by Quicken Janean December 19Alerts, Online Banking & Known Product Issues
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  One of my Vanguard investment accounts isn't listed when I try to set it up for Direct Connect.

  millersp54 23 views 2 comments 0 points Most recent by ralphf December 17Download, Add/Update Accounts (Windows)
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  Fidelity Updates Still Broken after Update

  extravoice 2.8K views 119 comments 2 points Most recent by leishirsute December 17Download, Add/Update Accounts (Windows)
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  Is there an ETA on when the Amazon Prime Store Card integration with Synchrony Bank will be updated?

  Answered bhcaff 22 views 4 comments -1 point Most recent by Quicken Kristina December 16Download, Add/Update Accounts (Windows)
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  Better Account Category Options [Edited]

  ejvette1998 14 views 1 comment 0 points Most recent by Quicken Anja December 16Registers & Transactions (Windows)
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  OnePay accounts

  Rick @ Kansas 38 views 4 comments 0 points Most recent by Quicken Alyssa December 15Download, Add/Update Accounts (Windows)
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  Create new Account type for Donor Advised Fund

  Reviewed David Johnson 383 views 5 comments 7 points Most recent by NotACPA December 15Manage Accounts and Transactions
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  Balances Don't Equal - T.Rowe Price Funds Online vs. Quicken

  Answered ✓ mark miller 1 view 2 comments 0 points Most recent by Quicken Alyssa December 15Registers & Transactions (Windows)
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  Financial Institution Missing from Account Details

  Answered FactoryOfSadness 21 views 4 comments 1 point Most recent by NotACPA December 14Errors and Troubleshooting (Windows)
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  Updating Fidelity accounts causes an uneditable "Cash" account to appear

  System 78 views 14 comments 0 points Most recent by barryi December 14Download, Add/Update Accounts (Mac)
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  Anyone able to connect to Transamerica 403b? (not the insurance portal)

  Answered cory949 24 views 3 comments 0 points Most recent by Quicken Kristina December 12Download, Add/Update Accounts (Mac)
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  Chase Bank syncing & authorization

  Louis Block 22 views 3 comments 0 points Most recent by Quicken Kristina December 12Download, Add/Update Accounts (Mac)
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  Like to be able to sync foreign accounts/currencies with Quicken Mobile (85 Legacy Votes)

  Planned Quicken Community 3.5K views 82 comments 32 points Most recent by rich December 12Ideas for Mobile
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  Stifel Wealth Tracker QCS_SERVER_ERROR and FDP-4000 errors

  lkrupp 23 views 3 comments 0 points Most recent by Quicken Alyssa December 10Errors and Troubleshooting (Mac)
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  Hide $0.00 accounts in Account List

  New cpollack 11 views 2 comments 1 point Most recent by UKR December 10Ideas for Windows Classic
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  Unable to "Add Account" from any financial institution (Quicken Classic on Windows 11)

  jo ma 11 views 1 comment 0 points Most recent by Quicken Kristina December 9Download, Add/Update Accounts (Windows)
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  Unable to download Capital One credit card into Quicken

  System 2 views 2 comments 0 points Most recent by Quicken Kristina December 9Download, Add/Update Accounts (Windows)
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  UPDATE 12/8/25 Multiple Banks - OFX (Direct Connect) connection issues (delayed)

  Quicken Janean 1.1K views 4 comments 1 point Most recent by Quicken Kristina December 8Alerts, Online Banking & Known Product Issues
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  Splitting assets in accounts

  Answered apearlman 21 views 2 comments 0 points Most recent by apearlman December 7Business and Rental Property Tools (Windows)
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  Linked checking account problems

  es114 12 views 1 comment 0 points Most recent by Quicken Kristina December 7Download, Add/Update Accounts (Windows)
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  Quicken can't find a CD at my credit union

  lmacmil 21 views 3 comments 0 points Most recent by Quicken Alyssa December 7Errors and Troubleshooting (Windows)
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  Anyone having problems adding/linking Paypal Credit account access (Win 11)

  Answered ✓ Slick8791 1.3K views 100 comments 3 points Most recent by Quicken Alyssa December 7Download, Add/Update Accounts (Windows)
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  Hiding Accounts Doesn't Work On Home Page Classic View

  Divemaster 84 views 13 comments 0 points Most recent by q_lurker December 5Errors and Troubleshooting (Windows)
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  CC-501 trying to setup TreasuryDirect (reopened, still not fixed)

  jbowler 31 views 3 comments 1 point Most recent by DPW-CT December 4Paying Bills, Online Billers & Reminders (Windows)
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  Option to exclude Closed accounts from Balance reports

  New Bob@45 12 views 2 comments 1 point Most recent by Bob@45 December 3Reports