Accounts

Discussion List

• 
  Fidelity link not working

  Answered Closed Terry Tevis 291 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Mac)
• 
  AMEX data download in Quicken Home & Business Canada

  Closed MurrayP 74 views 4 comments 0 points Most recent by Quicken Jasmine August 2025All Things Canadian (Windows)
• 
  I am getting a blank screen when I try to add an account

  Answered Closed bnewsome72 92 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  1

  Up
  Be able to change or edit an accounts "type"

  Reviewed geistj 41 views 1 comment 1 point Most recent by NotACPA August 2025Manage Accounts and Transactions
• 
  Setup Download for checking accounts

  Closed nstevens 21 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Why do I keep getting the below cloud sync error

  Answered Closed dumb bunny 51 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Return of Capital does not adjust cost basis

  Closed elmo 51 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
• 
  Update not downloading transactions

  Closed cspeidell 72 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  2

  Up
  During reconcile, populate the Service charge and Interest earned dates

  Reviewed cube1us 11 views 1 comment 2 points Most recent by UKR August 2025Display/UI
• 
  Quicken syncing

  Closed kimmoen99 72 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
• 
  Trouble connecting to Mission Federal Credit Union - error CC-502

  Closed jcauldren 43 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  American Express Balance Issue Still Exists - Quicken Classic for Windows

  Closed WillyG 82 views 6 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
• 
  ebill service provider changing?

  Answered Closed Larry Huffman 81 views 2 comments 0 points Most recent by Larry Huffman July 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  credit showing as debit in income file

  Answered Closed buymilk 11 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
• 
  New T-bill hides downloaded transactions

  Closed EvDob 122 views 9 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
• 
  How to record a Roth IRA rollover to another Roth IRA

  Answered ✓ Closed dennis.f.warren 227 views 11 comments 0 points Most recent by Boatnmaniac July 2025Investing (Windows)
• 
  "Lock this report" does not work

  Closed Jeffrey Jones 122 views 8 comments 0 points Most recent by Jeffrey Jones July 2025Reports (Windows)
• 
  How can I fix a connection problem with the SoFi website?

  Answered Closed tjbuki 61 views 6 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  one step update stopped working July 2025

  Closed D Baxter 111 views 5 comments -1 point Most recent by NotACPA July 2025Download, Add/Update Accounts (Windows)
• 
  How to create a account balances report for both tax and tax deferred investments.

  Answered Closed Jonathan 94 views 8 comments 0 points Most recent by [Deleted User] July 2025Reports (Windows)
• 
  Why won't a newly added bank account update?

  Answered Closed Gary LeMann 41 views 3 comments 0 points Most recent by Quicken Anja July 2025Download, Add/Update Accounts (Windows)
• 
  How to add Cash from Safe?

  Answered Closed connums 51 views 3 comments 0 points Most recent by nmestanas July 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch duplicate CDs and connection fails

  Closed System 31 views 3 comments 0 points Most recent by rakeshg July 2025Download, Add/Update Accounts (Mac)
• 
  How do I close out an account?

  Closed System 21 views 4 comments 0 points Most recent by Boatnmaniac July 2025Download, Add/Update Accounts (Windows)
• 
  Every. Single. Time.

  Closed terrilackey 121 views 4 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Mac)
• 
  Quicken bill pay problem with Truist

  Answered Closed lwv 141 views 7 comments 1 point Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Account - Cash Reconciliation

  Closed Michael Manna 92 views 7 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Mac)
• 
  EWC+ Disconnect

  Closed denmarfl 92 views 8 comments 0 points Most recent by denmarfl July 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments downloads

  Closed Gary 21 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  Issues with PNC Bank and others

  Closed System 11 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)