Accounts

Discussion List

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  problems with downloading transactions

  Tomp. 157 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 76 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 67 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 37 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 218 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 29 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 36 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 38 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 141 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 119 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 296 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 19 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 139 views 10 comments -1 point Most recent by mshiggins August 2025Investing (Windows)
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  Windows, new user, P&L report combines both accounts, Classic Quicken

  Answered Closed 4roses 21 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Reports (Windows)
• 
  Why can't Quicken fix Merrill updates

  Closed Greg Lampe 36 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Inputting Partnership Transactions

  Closed billr 91 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Windows)
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  Target transaction download not happening

  Closed BobBruce 23 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Discover Card

  Closed Richard Sturgeon 58 views 4 comments 0 points Most recent by Richard Sturgeon August 2025Download, Add/Update Accounts (Windows)
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  Unable to delete cloud accounts.

  Answered Closed gwz_jr 48 views 1 comment 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Mac)
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  Schwab 401k Prices in Online Center

  Answered Closed egldvrbags 133 views 8 comments 0 points Most recent by egldvrbags August 2025Download, Add/Update Accounts (Windows)
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  American Express and Quicken Bill Manager

  Closed niven 117 views 4 comments 1 point Most recent by niven August 2025Paying Bills, Online Billers & Reminders (Windows)
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  Citi card transactions won't download

  Closed kageiger1 49 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Problems converting investment accounts from Windows to MAC

  Closed GWC5003 64 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Mac)
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  Merrill Lynch duplicate accounts after reauthorization (QWin)

  Closed System 42 views 3 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  GESA credit union: Credit card imports as a loan

  Closed blissy 74 views 5 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)