Accounts

Discussion List

• 
  Separation

  Answered ✓ Closed GGWII 21 views 2 comments 0 points Most recent by NotACPA July 2021New to Quicken/Getting Started (Windows)
• 
  One Step Update is Not Working

  Answered ✓ ChiaChoctaw 1.3K views 5 comments 1 point Most recent by Ray Cosner July 2021Download, Add/Update Accounts (Windows)
• 
  Reactivating One-step for 403B and employer accounts

  sploosh 11 views 0 comments 0 points Most recent by sploosh July 2021Download, Add/Update Accounts (Windows)
• 
  Pie Chart Report Features

  Answered Closed 60beats 61 views 2 comments 0 points Most recent by 60beats July 2021Reports (Windows)
• 
  Security associated with Roth IRA account is incorrect. Can I change?

  Answered DDP2123 31 views 5 comments 0 points Most recent by Sherlock July 2021Registers & Transactions (Windows)
• 
  When will the CC-501 error with Wells Fargo Bank be fixed?

  Answered eekross99 21 views 1 comment 0 points Most recent by Quicken Paloma July 2021Download, Add/Update Accounts (Windows)
• 
  Online Services setup between Quicken and First Interstate Bank - fails

  Answered Closed cdnewton 93 views 6 comments 0 points Most recent by cdnewton July 2021Errors and Troubleshooting (Windows)
• 
  Some accounts have gone missing, how to merge in lost data from old backup?

  Answered ✓ Closed Bob Bobsen 221 views 2 comments 0 points Most recent by Bob Bobsen July 2021File Conversion and Backup (Windows)
• 
  Wells Fargo Unable to activate Express Web Connect

  Answered Closed Tom Sollas 403 views 8 comments 0 points Most recent by MD3861 July 2021Download, Add/Update Accounts (Windows)
• 
  Enter no longer works to start reconciliation

  Answered ✓ Closed Michael Rosen 72 views 11 comments 0 points Most recent by UKR July 2021Registers & Transactions (Windows)
• 
  The required Last Name field is missing in pop ups presented while adding Navient Loans. How to add?

  Answered ✓ Closed BTnoo 143 views 10 comments 0 points Most recent by mrovne July 2021Download, Add/Update Accounts (Windows)
• 
  Merged: CC-501 Error - Thrivent Financial Bank Setup Problems

  RobRoten 21 views 0 comments 0 points Most recent by RobRoten July 2021Download, Add/Update Accounts (Windows)
• 
  show monthly account balances only

  Answered ✓ Closed CuriousAlice 798 views 5 comments 0 points Most recent by Sherlock July 2021Reports (Windows)
• 
  One Step Update Completes but Bank registers don't update

  Answered StorageMgr 22 views 3 comments 0 points Most recent by Dennis B July 2021Download, Add/Update Accounts (Windows)
• 
  Investment Account Bought Shares Showing Up As Negative Interest Income in Planning Tab

  Answered Closed GarJen 34 views 1 comment 0 points Most recent by Mark1104 July 2021Budgeting and Planning Tools (Windows)
• 
  How to link Coinbase?

  Answered Closed Gabrielles 1.4K views 1 comment 0 points Most recent by Quicken Anja July 2021Investing (Windows)
• 
  Why are the Investment Market Values in Quicken drastically different from the bank's values

  Answered Closed RNC 2K views 17 comments 0 points Most recent by PetersJB July 2021Investing (Mac)
• 
  Bank of America - CC502

  Answered frankcincotta 72 views 4 comments 0 points Most recent by Mark1104 July 2021Download, Add/Update Accounts (Windows)
• 
  I just added a new brokeragee account and can't find the register or transaction screens

  Doubleb 81 views 3 comments 0 points Most recent by UKR July 2021Investing (Windows)
• 
  I have a replaced Amex card - how do I change the number

  Answered Abbott Bedford 432 views 2 comments 0 points Most recent by Abbott Bedford July 2021Download, Add/Update Accounts (Windows)
• 
  Quicken mess-up transactions on Paypal billing through Citi?

  Answered Natey 21 views 1 comment 0 points Most recent by Quicken Anja June 2021Download, Add/Update Accounts (Windows)
• 
  Email not updating in Quicken profile

  Answered ✓ Closed LloydW 41 views 6 comments 0 points Most recent by network1 June 2021Signing in, Passwords, and Activation (Windows)