Accounts

Discussion List

• 
  Fidelity Visa

  Steve Sexson 21 views 4 comments 1 point Most recent by Steve Sexson 8:08AMDownload, Add/Update Accounts (Windows)
• 
  Transactions downloading to wrong account

  andcbii 20 views 3 comments 0 points Most recent by Quicken Kristina February 2Download, Add/Update Accounts (Windows)
• 
  merging new checking account with old one

  Answered ggulb 47 views 3 comments 0 points Most recent by Quicken Kristina February 2Download, Add/Update Accounts (Windows)
• 
  Need to change credit card # on account without syncing to the Cloud

  Answered Maressa 17 views 2 comments 0 points Most recent by UKR February 2Registers & Transactions (Windows)
• 
  How to back out and start over with new Quicken desktop

  Answered lakeside339 65 views 3 comments 0 points Most recent by lakeside339 February 2Errors and Troubleshooting (Windows)
• 
  One Step Update Not available for Care Credit

  Answered rleifield 13 views 1 comment 0 points Most recent by Quicken Kristina February 1Download, Add/Update Accounts (Windows)
• 
  Opened up Quicken to find many transactions marked uncleared and balances changed

  smtcpa 20 views 1 comment 0 points Most recent by Quicken Alyssa February 1Errors and Troubleshooting (Windows)
• 
  1
  Track funds lent to others and paid back with interest [Edited]

  Already Offered Korgano109 17 views 1 comment 1 point Most recent by Jim_Harman January 31Manage Accounts and Transactions
• 
  Investment accounts are loading very slowly

  fmashby 68 views 11 comments 0 points Most recent by fmashby January 31Registers & Transactions (Windows)
• 
  Figured out why account bar balances not matching register and online balances

  JohnBigManStone 21 views 1 comment 0 points Most recent by Quicken Kristina January 30Registers & Transactions (Windows)
• 
  Migrating your Discover Card to Capital One

  AnnieOne 417 views 11 comments 3 points Most recent by Staubert January 29Download, Add/Update Accounts (Windows)
• 
  Linked checking account severed.

  User882232 11 views 0 comments 0 points Started by User882232 January 29 Errors and Troubleshooting (Windows)
• 
  Why am I unable to add another bank account to my Classic Premier account?

  Answered Closed Debra2025 38 views 4 comments -1 point Most recent by Quicken Anja January 28Download, Add/Update Accounts (Windows)
• 
  Fidelity Updates Still Broken after Update

  extravoice 3.4K views 146 comments 2 points Most recent by ZQkn January 27Download, Add/Update Accounts (Windows)
• 
  NEW 1/27/26 Discover Accounts Need to Connect to Capital One - FDP-324

  Announcement Quicken Janean 126 views 0 comments -1 point Started by Quicken Janean January 27 Alerts, Online Banking & Known Product Issues
• 
  Download from Discover Personal Loan

  kknj 11 views 2 comments 0 points Most recent by Quicken Alyssa January 26Download, Add/Update Accounts (Windows)
• 
  OnePay accounts

  Rick @ Kansas 127 views 11 comments 1 point Most recent by Smithydon January 26Download, Add/Update Accounts (Windows)
• 
  Why is an account not set up to download transactions asking me to download transactions?

  Answered Michael Rosen 45 views 7 comments 0 points Most recent by Michael Rosen January 25Download, Add/Update Accounts (Windows)
• 
  3

  Up
  Connect More Than One Quicken Data File, Including Files Under a Different Quicken Account [Edited]

  Reviewed BernerDad 72 views 3 comments 3 points Most recent by bgglendale January 25Ideas for Quicken LifeHub
• 
  Accounts List Searching

  Jonas & Theresa Kemp 21 views 1 comment 0 points Most recent by Quicken Kristina January 23Errors and Troubleshooting (Windows)
• 
  NYSaves 529 Online Account Setup FINALLY Working In Quicken!

  Closed Misterbill 64 views 4 comments 0 points Most recent by Quicken Anja January 23Download, Add/Update Accounts (Windows)
• 
  Column sizing issue

  Closed David15 44 views 4 comments 0 points Most recent by Quicken Anja January 23Registers & Transactions (Windows)
• 
  RESOLVED 1/22/26 Multiple Banks - OFX (Direct Connect) connection issues (delayed)

  Quicken Janean 1.4K views 5 comments 1 point Most recent by Quicken Anja January 22Alerts, Online Banking & Known Product Issues
• 
  Stifel Wealth Tracker and cc-501 error adding account

  comet1972 11 views 1 comment 0 points Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
• 
  Sub-Accounts for Retirement

  Cyrano 75 views 11 comments 0 points Most recent by Jon January 20Investing (Mac)
• 
  Stay on top of monthly bills card and "what's left"

  Answered Michael Rosen 34 views 4 comments 0 points Most recent by Michael Rosen January 19Download, Add/Update Accounts (Windows)
• 
  Anyone having problems adding/linking Paypal Credit account access (Win 11)

  Answered ✓ Slick8791 2K views 104 comments 3 points Most recent by tdesimone January 19Download, Add/Update Accounts (Windows)
• 
  Costco Citi card - downloading transactions

  goodswak 48 views 5 comments 0 points Most recent by Quicken Alyssa January 18Errors and Troubleshooting (Windows)
• 
  1

  Up
  Calculate credit remaining instead of using the Ending Balance [Edited]

  Reviewed user17881 24 views 2 comments 1 point Most recent by user17881 January 18Manage Accounts and Transactions