Accounts

Discussion List

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  Cannot add Wells Fargo account - says login password invalid

  Closed ShrewdOne 75 views 1 comment 0 points Most recent by Quicken Anja September 2025Errors and Troubleshooting (Mac)
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  MySynchrony (Bell Tire Credit Card)

  Closed scottmonte 185 views 1 comment 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
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  Incorrect account value in investment report but correct value in account bar?

  Answered Closed Dhays 77 views 3 comments -1 point Most recent by Quicken Kristina August 2025Investing (Windows)
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  A new account designated as primarily personal use should not default to the business columns (Q Mac

  Reviewed RayZizik 44 views 1 comment 1 point Most recent by UKR August 2025Manage Accounts and Transactions
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  Investment Account with Many Transactions - Poor Performance

  Answered Closed acloudman 109 views 6 comments 0 points Most recent by GermanBlueRam August 2025Registers & Transactions (Windows)
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  Connecting to Ascensus for transitioned Vanguard account

  Answered Closed pemartin210 597 views 15 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Rename and Quick Fill Rules Should Include an Account Filter

  Reviewed AGGSpeaker 165 views 5 comments 6 points Most recent by LTQknUser23 August 2025Manage Accounts and Transactions
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  Schwab/Quicken Account Reporting Incorrect Balance

  Closed Bruce Rose 60 views 3 comments 1 point Most recent by supersol August 2025Investing (Windows)
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  Health Savings Account (HSA)

  Reviewed MT_Chiefs_Fan 202 views 6 comments 13 points Most recent by Chris_QPW August 2025Investments
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  Nordstrom Credit Card Requires Multifactor Authentication EVERY TIME

  Closed ntrainer 287 views 10 comments 0 points Most recent by jacobs August 2025Download, Add/Update Accounts (Mac)
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  Setup and Tracking of Flexible Spending Account (FSA)

  Answered Closed mdross171 279 views 3 comments 0 points Most recent by mdross171 August 2025Download, Add/Update Accounts (Windows)
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  Single account vs multiple accounts

  Closed Mike_L 48 views 2 comments 0 points Most recent by Mike_L August 2025New to Quicken/Getting Started (Windows)
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  Update on Issue with connecting PayPal Credit Card Accounts

  Closed JohnA 252 views 11 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Reconnect not working with Spire Energy

  Closed Phil H. 84 views 18 comments 0 points Most recent by Quicken Anja August 2025Paying Bills, Online Billers & Reminders (Windows)
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  One Step Update not working with Live Oak Bank

  Closed Lisamar 80 views 6 comments 0 points Most recent by Quicken Anja August 2025Errors and Troubleshooting (Windows)
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  Add ACCOUNT to Bill and Income Reminders

  Reviewed Closed user17881 128 views 9 comments 2 points Most recent by UKR August 2025Paying Bills, Online Billers & Reminders
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  Coinbase and Quicken seem to make progress, but...

  Closed silsurf 61 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 15 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 14 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 306 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 112 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 150 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 63 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 95 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 175 views 6 comments 0 points Most recent by robertbecker August 2025Investing (Windows)