Accounts

Discussion List

• 
  Why do all my Banking accounts update when I select Update Selected Online Account?

  Answered ✓ Closed wmduncan 154 views 5 comments 0 points Most recent by Chris_QPW December 2020Download, Add/Update Accounts (Mac)
• 
  Issues Adding Employer Sponsored Accounts

  Answered ✓ Closed jackhake 782 views 6 comments 0 points Most recent by jackhake December 2020Errors and Troubleshooting (Mac)
• 
  Schwab IRA Account is in the wrong section (Q Mac)

  Answered Closed Stu Janis 341 views 4 comments 0 points Most recent by Stu Janis December 2020Download, Add/Update Accounts (Mac)
• 
  Exporting select accounts/data

  Closed diverscott 124 views 7 comments 0 points Most recent by splasher December 2020File Conversion and Backup (Windows)
• 
  Investment accounts always go out of balance

  skeleton567 14 views 0 comments 0 points Most recent by skeleton567 December 2020Investing (Windows)
• 
  Total Market Value off by 400%

  Roadrunner Pete 42 views 2 comments 0 points Most recent by Roadrunner Pete December 2020Investing (Windows)
• 
  Charles Schwab, Switch FI to use Direct Connect

  Answered ✓ Closed ww.finance 1.9K views 2 comments 8 points Most recent by gooddog50 December 2020Paying Bills, Online Billers & Reminders (Windows)
• 
  How do I manage Duplicate Entries created by Linking my investment accounts

  Answered ✓ Closed Daffy Duck 343 views 4 comments 0 points Most recent by Daffy Duck December 2020New to Quicken/Getting Started (Mac)
• 
  Bifurcating accounts?

  Answered ✓ Closed scodd84 54 views 5 comments 0 points Most recent by scodd84 November 2020New to Quicken/Getting Started (Windows)
• 
  Display "current" balance for Brokerage Account

  Answered ✓ Closed Seth Holmes 133 views 3 comments 0 points Most recent by Seth Holmes November 2020Investing (Mac)
• 
  After running One Step Update, I lose my Credit Card account.

  Answered ✓ Closed grobinson9 114 views 4 comments 1 point Most recent by RTQ November 2020Errors and Troubleshooting (Windows)
• 
  Faint red circle on with a diagonal line through it on Account List and Account bar

  Closed MGMQcommunity 883 views 0 comments 1 point Most recent by MGMQcommunity November 2020Download, Add/Update Accounts (Mac)
• 
  How can I convert an account from "asset" to "cash"

  Answered ✓ Bertilak 212 views 7 comments 0 points Most recent by Bertilak November 2020Registers & Transactions (Windows)
• 
  Message saying account does not exist

  Answered ✓ Closed karen m 349 views 3 comments 0 points Most recent by Frankx November 2020Errors and Troubleshooting (Windows)
• 
  CC-501 error with HSA Bank?

  Answered ✓ Closed roenie 265 views 3 comments 0 points Most recent by Quicken Anja November 2020Errors and Troubleshooting (Windows)
• 
  macOS Big Sur upgrade - Some accounts not refreshing

  Answered ✓ Closed ashishs 461 views 7 comments 1 point Most recent by Quicken Francisco November 2020Errors and Troubleshooting (Mac)