Accounts

Discussion List

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  Fidelity Updates Still Broken after Update

  extravoice 2.7K views 118 comments 2 points Most recent by Quicken Kristina December 5Download, Add/Update Accounts (Windows)
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  Updating Fidelity accounts causes an uneditable "Cash" account to appear

  System 44 views 11 comments 0 points Most recent by Quicken Kristina December 5Download, Add/Update Accounts (Mac)
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  Anyone having problems adding/linking Paypal Credit account access (Win 11)

  Answered ✓ Slick8791 1.1K views 91 comments 3 points Most recent by SoopaNtz December 5Download, Add/Update Accounts (Windows)
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  NEW 12/5/25 Charles Schwab & Co., Inc. - Missing Account - 355 DASH error

  Announcement Quicken Janean 38 views 0 comments 0 points Started by Quicken Janean December 5 Alerts, Online Banking & Known Product Issues
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  Multiple accounts corrupted when opening Quicken

  HelpQuickHelpMe 73 views 7 comments 0 points Most recent by HelpQuickHelpMe December 5Errors and Troubleshooting (Windows)
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  Hiding Accounts Doesn't Work On Home Page Classic View

  Divemaster 75 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 27 views 3 comments 1 point Most recent by DPW-CT December 4Paying Bills, Online Billers & Reminders (Windows)
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  Unable to reconnect Schwab HSA account

  System 123 views 13 comments 0 points Most recent by Larry G. December 4Download, Add/Update Accounts (Mac)
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  Option to exclude Closed accounts from Balance reports

  New Bob@45 14 views 2 comments 1 point Most recent by Bob@45 December 3Reports
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  UPDATE 12/3/25 Multiple Banks - OFX (Direct Connect) connection issues (occurs 12/8)

  Quicken Janean 855 views 3 comments 1 point Most recent by Quicken Alyssa December 3Alerts, Online Banking & Known Product Issues
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  Quicken can't find a CD at my credit union

  lmacmil 17 views 2 comments 0 points Most recent by lmacmil December 3Errors and Troubleshooting (Windows)
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  Fidelity cash management account

  Answered JoshFla 88 views 7 comments 0 points Most recent by utexex79@ November 30Download, Add/Update Accounts (Windows)
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  Error message when logging to account

  Answered Ryeguy 20 views 1 comment 0 points Most recent by Boatnmaniac November 30Errors and Troubleshooting (Windows)
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  Quicken AMEX High Yield Savings Account will not connect.

  cbellaustx 66 views 5 comments 0 points Most recent by Quicken Kristina November 28Errors and Troubleshooting (Mac)
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  Order Checks

  sahi2les2 32 views 3 comments 0 points Most recent by UKR November 28Errors and Troubleshooting (Windows)
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  Add ability to link accounts to brokerage accounts to Quicken for Mac (104 Legacy Votes)

  Planned smayer97 2.2K views 59 comments 27 points Most recent by Jay Baker November 27Investments
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  Migrated Fidelity to new connection and now have duplicate accounts [Edited]

  Answered Franklin S. 185 views 18 comments -1 point Most recent by Quicken Kristina November 22Download, Add/Update Accounts (Windows)
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  Fidelity Cash linked account not downloading changes in account

  cchinckley9 17 views 1 comment 0 points Most recent by Quicken Kristina November 21Investing (Windows)
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  Quicken Classic Deluxe : HELOC Account Creation?

  DLCPhoto 252 views 32 comments 0 points Most recent by DLCPhoto November 20Download, Add/Update Accounts (Windows)
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  Fidelity 401K not synching after reauthorization

  bemery05 77 views 9 comments 0 points Most recent by Quicken Kristina November 18Download, Add/Update Accounts (Windows)
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  CalPERS for Retirement

  Persephone 32 views 2 comments 0 points Most recent by volvogirl November 16Budgeting and Planning Tools (Mac)
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  Can't download from my USAA Checking Account

  Answered majorgear 94 views 5 comments 0 points Most recent by Quicken Kristina November 16Download, Add/Update Accounts (Mac)
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  Bug in calculating credit card balance

  nisarun 38 views 4 comments 0 points Most recent by Quicken Kristina November 15Errors and Troubleshooting (Windows)
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  Invalid Transfer Fix

  Baldlegal 42 views 1 comment 0 points Most recent by Quicken Kristina November 14Errors and Troubleshooting (Mac)
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  Business vs personal register headings (Q Mac)

  Answered Patrick Day 56 views 6 comments 0 points Most recent by J_Rapp November 13Errors and Troubleshooting (Mac)
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  Extra Account Download

  Answered JSNoyes 51 views 10 comments 0 points Most recent by Tom Young November 12Download, Add/Update Accounts (Windows)
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  Add a expiration date to Credit Card Interest Rate

  Reviewed jnprop 21 views 3 comments 2 points Most recent by Quicken Anja November 12Manage Accounts and Transactions
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  Accounts with two different Fidelity logins (mine+spouse) disable one or the other's accounts

  BEEdwards66 31 views 2 comments 0 points Most recent by Tom Young November 11Download, Add/Update Accounts (Windows)
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  Reverse Mortgage Support

  Reviewed rulene 12 views 0 comments 1 point Started by rulene November 10 Product Enhancements
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  renaming rules not being saved

  Answered njfiddler 128 views 13 comments 0 points Most recent by njfiddler November 10Errors and Troubleshooting (Windows)