Accounts

Discussion List

• 
  How to best set up single immediate premium joint annuity

  Answered Closed MollyG 25 views 1 comment 0 points Most recent by NotACPA January 16Investing (Windows)
• 
  Account balance column and investing register don't match.

  Closed Tony Luers 75 views 8 comments 1 point Most recent by Tony Luers January 16Errors and Troubleshooting (Windows)
• 
  What does "Set Account based rule" do?

  Closed Mark A 217 views 17 comments 0 points Most recent by Quicken Kristina January 16Registers & Transactions (Windows)
• 
  Is Quicken online down? Can't add new account

  Answered Closed nhttip 46 views 4 comments 0 points Most recent by Quicken Kristina January 16Errors and Troubleshooting (Windows)
• 
  One of my Vanguard investment accounts isn't listed when I try to set it up for Direct Connect.

  Closed millersp54 171 views 14 comments 1 point Most recent by kgbraund January 16Download, Add/Update Accounts (Windows)
• 
  Excluding hidden and separate account from Security Detail View transaction history

  Answered ✓ Ed Mooney 55 views 3 comments 0 points Most recent by Ed Mooney January 16Investing (Windows)
• 
  Adding an account at Bank of America

  Answered Closed smithome 51 views 3 comments 0 points Most recent by smithome January 15Errors and Troubleshooting (Windows)
• 
  Linked checking account problems

  Closed es114 72 views 7 comments 0 points Most recent by Quicken Kristina January 13Download, Add/Update Accounts (Windows)
• 
  Updating Fidelity accounts causes an uneditable "Cash" account to appear

  Closed System 166 views 15 comments 0 points Most recent by vjpereznunez January 13Download, Add/Update Accounts (Mac)
• 
  I have created multiple Quicken accounts while trying to renew my subscription

  Closed doodad80 36 views 2 comments 0 points Most recent by Quicken Kristina January 11Installing and Updating (Windows)
• 
  Unable to add new Fidelity Brokerage Account to Quicken

  Answered cminarik_1953 25 views 2 comments 0 points Most recent by cminarik_1953 January 10Download, Add/Update Accounts (Windows)
• 
  American Express not connecting

  Answered Closed q12mark 26 views 1 comment 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Mac)
• 
  Credit union merger, how to balance register

  Closed wolfwoman 12 views 1 comment 0 points Most recent by Jon January 9Errors and Troubleshooting (Windows)
• 
  Moving entries from accidentally-closed to newly set up account: how long does 41 years take?

  Answered Closed rekabis 39 views 3 comments 0 points Most recent by rekabis January 6Errors and Troubleshooting (Windows)
• 
  Auto-Entry of downloaded transactions

  Closed rfmoskowitz 71 views 9 comments 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
• 
  Why am I missing some Individual Accts in BofA Corporate Acct during Express Connect+ Plus setup?

  Answered Closed koberoi 182 views 7 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
• 
  Adding Fidelity Investments accounts

  Closed Eddie Paz 41 views 3 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
• 
  Unable to reconnect Schwab HSA account

  Closed System 488 views 37 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Mac)
• 
  Completely unable to connect Fidelity Investments via WebConnect

  Closed foster.a 99 views 4 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
• 
  New Fidelity Account Not In List Of Accounts To Be Added

  Closed Tony Fong 57 views 3 comments 0 points Most recent by Quicken Alyssa January 5Download, Add/Update Accounts (Windows)
• 
  Current Mac version doesn't download portfolios correctly

  Closed hyyqckn 109 views 7 comments 0 points Most recent by jacobs January 5Download, Add/Update Accounts (Mac)
• 
  Putting date's in sequence

  Answered ✓ Closed Ron 69 views 5 comments 0 points Most recent by jacobs January 4Reports (Mac)
• 
  Quicken Set Up For Variable APR Interest Only Loan? Anything New?

  Answered ✓ Closed Robin Owen 22 views 2 comments 0 points Most recent by Robin Owen January 4Budgeting and Planning Tools (Windows)
• 
  "More Accounts" section under Banking shows CLOSED icon

  Closed rfmoskowitz 14 views 1 comment 0 points Most recent by rfmoskowitz January 3Download, Add/Update Accounts (Windows)
• 
  Unable to download Capital One credit card into Quicken

  Closed System 3 views 3 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
• 
  Unable to "Add Account" from any financial institution (Quicken Classic on Windows 11)

  Closed jo ma 28 views 2 comments 0 points Most recent by Quicken Kristina January 2Download, Add/Update Accounts (Windows)
• 
  One step update doesn't recognize 2 of 3 Vanguard accounts

  Answered ✓ Closed ChicagoGuy 163 views 7 comments 0 points Most recent by Quicken Anja January 2Download, Add/Update Accounts (Windows)
• 
  Cannot activate one step update for Bank of America Accounts

  Closed jdparker225 186 views 5 comments 0 points Most recent by Quicken Alyssa December 2025Download, Add/Update Accounts (Windows)
• 
  Problem adding account/Citi credit card

  Answered Closed ShortCircuit404 197 views 8 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Windows)