Accounts

Discussion List

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  Coinbase and Quicken seem to make progress, but...

  Closed silsurf 56 views 3 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Mac)
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  Searching "All Transactions" no longer includes "separate accounts"

  Answered ✓ Closed kwh 13 views 2 comments 0 points Most recent by Quicken Anja August 2025Registers & Transactions (Windows)
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  Make Reconciliation function more intuitive and have better help when its out of balance [Edited]

  Reviewed Dan_in_Sterling 21 views 1 comment 1 point Most recent by Chris_QPW August 2025Product Enhancements
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  Discrepancies in Online Balance

  Closed doyle.provens 13 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  American Express - no accounts able to download transactions - July 2025

  Closed MoniK 304 views 18 comments 0 points Most recent by Kathy P. August 2025Download, Add/Update Accounts (Mac)
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  QFX issues w/new WIN 11 computer

  Closed John Patriarca 74 views 4 comments 0 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
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  Search Bar For Account Listing on Left Side of Transaction Page Above Listing of Accounts

  Reviewed einbinder 14 views 1 comment 2 points Most recent by UKR August 2025Product Enhancements
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  Quick Pay and AMEX

  Closed MikeP 54 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Paying Bills, eBills & Scheduled Transactions (Mac)
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  Why doesn't the Day Gain/Loss report accurately in my Fidelity accounts?

  Answered Closed SCPat 104 views 5 comments 0 points Most recent by SCPat August 2025Download, Add/Update Accounts (Mac)
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  Anyone having trouble with Chase connection? (QMAC)

  Closed Bobby1961 149 views 12 comments 2 points Most recent by skrapoel August 2025Download, Add/Update Accounts (Mac)
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  Changing the date from which ending balance is calculated?

  Answered Closed VWest 60 views 4 comments 0 points Most recent by Chris_QPW August 2025Registers & Transactions (Windows)
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  web version balances don't agree to either desktop or iphone Quicken

  Answered ✓ Closed PK2K 90 views 6 comments 0 points Most recent by PK2K August 2025Errors and Troubleshooting (Windows)
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  quicken pulling wrong price quote for swppx from Schwab

  Closed tnquick 174 views 6 comments 0 points Most recent by robertbecker August 2025Investing (Windows)
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  problems with downloading transactions

  Tomp. 154 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
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  Is Fidelty Rewards/ELAN Visa still Degraded for Bills and Income

  Answered Bione 74 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Paying Bills, Online Billers & Reminders (Windows)
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  Account Balance Report doesn't agree with Register

  Answered cooperhs 66 views 5 comments 0 points Most recent by cooperhs August 2025Reports (Windows)
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  Why are my balances in Quicken off by almost 10% compared to the online investment site?

  Answered Closed msromel63 23 views 1 comment 0 points Most recent by NotACPA August 2025Investing (Windows)
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  Why do I keep getting "SAMLERROR: Redirect failed" when trying to use Quicken Portfolio X-Ray?

  Answered Closed jjenney 23 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
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  How do I manually set up an Investment account and add transactions?

  Answered Closed pgaz8888 1.9K views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Merged: Syncing issues since last update "Unspecified Bill Presentment Account"

  Closed Crobi3137 51 views 0 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
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  CC-503 with ETrade savings accounts [Edited]

  Closed cberistain 34 views 3 comments 0 points Most recent by Quicken Kristina August 2025Errors and Troubleshooting (Windows)
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  Fidelity update - no transactions downloading at all

  Closed AlexLee 216 views 5 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Can't download transations from Space Coast Credit Union

  Answered Closed breinert04 26 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Mac)
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  Transfer Active Accounts with a Cut-off Date to New File

  Closed joat1965 34 views 3 comments 0 points Most recent by Chris_QPW August 2025File Conversion and Backup (Windows)
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  Reauthorizing account

  Answered Closed MWB 32 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Update Quicken Canada to Manage and Identify TFSAs Correctly

  Answered Closed Crazy_Canuck 137 views 4 comments 1 point Most recent by Crazy_Canuck August 2025All Things Canadian (Windows)
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  Chase Mortgage Balance Not Updated In Quicken Classic Premier Windows

  Answered Closed Tim Onders 116 views 9 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
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  TD Bank no longer connects online version, only web, only web connect

  Closed rlroberts 272 views 3 comments 0 points Most recent by Quicken Anja August 2025Download, Add/Update Accounts (Windows)
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  Wealthscape Investor - duplicate transactions downloading multiple times

  Closed Knitgirl 15 views 2 comments 0 points Most recent by Knitgirl August 2025Investing (Windows)
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  Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

  Answered Closed Misra 136 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)