Accounts

Discussion List

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  UPDATE 12/8/25 Multiple Banks - OFX (Direct Connect) connection issues (delayed)

  Quicken Janean 930 views 4 comments 1 point Most recent by Quicken Kristina December 8Alerts, Online Banking & Known Product Issues
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  Multiple accounts corrupted when opening Quicken

  HelpQuickHelpMe 97 views 9 comments 0 points Most recent by Quicken Alyssa December 8Errors and Troubleshooting (Windows)
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  Stifel Wealth Tracker QCS_SERVER_ERROR and FDP-4000 errors

  lkrupp 11 views 1 comment 0 points Most recent by Quicken Alyssa December 8Errors and Troubleshooting (Mac)
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  Chase Bank syncing & authorization

  Louis Block 15 views 2 comments 0 points Most recent by Louis Block December 7Download, Add/Update Accounts (Mac)
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  Splitting assets in accounts

  Answered apearlman 28 views 2 comments 0 points Most recent by apearlman December 7Business and Rental Property Tools (Windows)
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  Anyone able to connect to Transamerica 403b? (not the insurance portal)

  Answered cory949 8 views 1 comment 0 points Most recent by Quicken Kristina December 7Download, Add/Update Accounts (Mac)
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  One of my Vanguard investment accounts isn't listed when I try to set it up for Direct Connect.

  millersp54 14 views 1 comment 0 points Most recent by Quicken Kristina December 7Download, Add/Update Accounts (Windows)
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  Linked checking account problems

  es114 20 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 22 views 3 comments 0 points Most recent by Quicken Alyssa December 7Errors and Troubleshooting (Windows)
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  OnePay accounts

  Rick @ Kansas 7 views 1 comment 0 points Most recent by Quicken Alyssa December 7Download, Add/Update Accounts (Windows)
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  Anyone having problems adding/linking Paypal Credit account access (Win 11)

  Answered ✓ Slick8791 1.2K views 100 comments 3 points Most recent by Quicken Alyssa December 7Download, Add/Update Accounts (Windows)
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  Unable to reconnect Schwab HSA account

  System 141 views 14 comments 0 points Most recent by Quicken Kristina December 6Download, Add/Update Accounts (Mac)
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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 47 views 11 comments 0 points Most recent by Quicken Kristina December 5Download, Add/Update Accounts (Mac)
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  NEW 12/5/25 Charles Schwab & Co., Inc. - Missing Account - 355 DASH error

  Announcement Quicken Janean 66 views 0 comments 0 points Started by Quicken Janean December 5 Alerts, Online Banking & Known Product Issues
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  Hiding Accounts Doesn't Work On Home Page Classic View

  Divemaster 79 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 29 views 3 comments 1 point Most recent by DPW-CT December 4Paying Bills, Online Billers & Reminders (Windows)
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  Up
  Option to exclude Closed accounts from Balance reports

  New Bob@45 18 views 2 comments 1 point Most recent by Bob@45 December 3Reports
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  Fidelity cash management account

  Answered JoshFla 91 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 73 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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  27
  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. 198 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 258 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 78 views 9 comments 0 points Most recent by Quicken Kristina November 18Download, Add/Update Accounts (Windows)
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  CalPERS for Retirement

  Persephone 34 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 95 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 39 views 4 comments 0 points Most recent by Quicken Kristina November 15Errors and Troubleshooting (Windows)