Accounts

Discussion List

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  Merril Lynch LMA/Loan Management Account and the new connector (July 2025)

  Closed GibbyCJ 170 views 7 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Windows export to CVS

  Closed sally13 32 views 2 comments 0 points Most recent by [Deleted User] August 2025File Conversion and Backup (Windows)
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  "There are 5 accounts that are not included in Total because they are not visible in the sidebar."

  Answered Closed QuickPeter 107 views 7 comments 0 points Most recent by QuickPeter August 2025Errors and Troubleshooting (Mac)
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  Recently announced Altruist-Plaid-Quicken connection not working

  Closed MeToo 379 views 6 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Solution to Quicken R6025 Runtime Error when Importing Bank OFX Files

  Closed CincinnatiAdam 99 views 5 comments 0 points Most recent by Chris_QPW August 2025Download, Add/Update Accounts (Windows)
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  Adding an Auto (Asset) 1 year after the purchase - to LINK or NOT?

  Closed juanboy2k 44 views 5 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
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  CC-501 when adding Lowes credit card

  Closed System 13 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Wells Fargo can't connect

  Answered ✓ Closed samlevinesl 117 views 5 comments 0 points Most recent by samlevinesl August 2025Download, Add/Update Accounts (Windows)
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  What is this round arrow in my account list?

  Answered ✓ Closed QknUser77 38 views 2 comments 0 points Most recent by Quicken Anja August 2025Registers & Transactions (Windows)
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  Merrill Lynch and Fidelity and EWC+, OH MY! (We're not in Kansas anymore, Toto)

  Closed mrzookie 327 views 12 comments 0 points Most recent by cyberphile August 2025Download, Add/Update Accounts (Windows)
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  Managing Credit Card Fraud

  Closed Jim Birth 106 views 6 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
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  Checking Account Balance is WRONG

  Answered Closed Steph772001 204 views 5 comments 0 points Most recent by ns303 August 2025Errors and Troubleshooting (Windows)
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  Fidelity Download Broken - Win 11

  Answered Closed DonBig 55 views 2 comments 0 points Most recent by DonBig August 2025Download, Add/Update Accounts (Windows)
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  Citi still reporting issue

  Answered Closed EmKay 104 views 2 comments 0 points Most recent by UKR August 2025Download, Add/Update Accounts (Windows)
• 
  HTTP Status 400 with Amex Canada

  Closed System 27 views 2 comments 0 points Most recent by Quicken Jasmine August 2025All Things Canadian (Mac)
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  costco citi cc and quicken deluxe issues

  Closed RickP58 87 views 1 comment 0 points Most recent by UKR August 2025Errors and Troubleshooting (Windows)
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  Fidelity link not working

  Answered Closed Terry Tevis 296 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Mac)
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  AMEX data download in Quicken Home & Business Canada

  Closed MurrayP 86 views 4 comments 0 points Most recent by Quicken Jasmine August 2025All Things Canadian (Windows)
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  I am getting a blank screen when I try to add an account

  Answered Closed bnewsome72 121 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  1

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

  Reviewed geistj 43 views 1 comment 1 point Most recent by NotACPA August 2025Manage Accounts and Transactions
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  Setup Download for checking accounts

  Closed nstevens 29 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
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  Why do I keep getting the below cloud sync error

  Answered Closed dumb bunny 59 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  Return of Capital does not adjust cost basis

  Closed elmo 57 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
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  Update not downloading transactions

  Closed cspeidell 76 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  2

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

  Reviewed cube1us 12 views 1 comment 2 points Most recent by UKR August 2025Display/UI
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  Quicken syncing

  Closed kimmoen99 76 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
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  Trouble connecting to Mission Federal Credit Union - error CC-502

  Closed jcauldren 42 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
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  American Express Balance Issue Still Exists - Quicken Classic for Windows

  Closed WillyG 93 views 6 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  ebill service provider changing?

  Answered Closed Larry Huffman 86 views 2 comments 0 points Most recent by Larry Huffman July 2025Paying Bills, Online Billers & Reminders (Windows)
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  credit showing as debit in income file

  Answered Closed buymilk 14 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)