Accounts

Discussion List

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  Quicken not connecting to Citi Retail Services account (QMac)

  Closed System 1 view 2 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Mac)
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  How can I switch the currency in a account from US to Canadian without erasing the history in Us dol

  Answered Closed Dave A W 31 views 3 comments 0 points Most recent by Quicken Jasmine July 2025Using Quicken on the Web
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  Resetting Accounts every day or two

  Closed JennyPMC 64 views 4 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  Allow Users to Select Any Account Type

  Reviewed Whitty 22 views 3 comments 1 point Most recent by Whitty July 2025Manage Accounts and Transactions
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  Roth 401k Support

  Reviewed smess 2 views 0 comments 3 points Started by smess July 2025 Manage Accounts and Transactions
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  Truist issues

  Closed h stansfield 41 views 4 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  Space Coast Credit Union Not Updating (WIN)

  Closed Billinflorida 101 views 9 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
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  Quicken for Mac Canada - National Bank Financial - Cash balance not updating

  Closed S. Gordon Harwood 11 views 3 comments 0 points Most recent by S. Gordon Harwood July 2025All Things Canadian (Mac)
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  Mutual fund share class and mutual fund to ETF conversions on Mac Classic Deluxe

  Closed K. 61 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Investing (Mac)
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  Space Coast Credit Union Not Updating (MAC)

  Closed System 62 views 4 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Mac)
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  Ithink Financial OL294-A error

  Closed sam28 31 views 4 comments 0 points Most recent by [Deleted User] July 2025Errors and Troubleshooting (Windows)
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  PSCU handled visa account for my credit union

  Closed ahsamuelson 31 views 3 comments 0 points Most recent by Quicken Kristina July 2025Download, Add/Update Accounts (Windows)
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  Add Statement Dates to account transaction pages.

  Reviewed jl_phillips 21 views 3 comments 2 points Most recent by JoeyMaggard July 2025Manage Accounts and Transactions
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  One step update has stopped working.

  Answered Closed bs29 2.1K views 83 comments 0 points Most recent by MajorHavoc July 2025Download, Add/Update Accounts (Windows)
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  Truist Outage (7/1)

  Closed widomj@ 31 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  ETrade vs RSU Transactions

  Closed doucette 31 views 3 comments 0 points Most recent by doucette July 2025Investing (Windows)
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  Inconsistent Downloads of SPAXX Div from Fidelity

  Closed Geobrick 456 views 26 comments 0 points Most recent by Geobrick July 2025Download, Add/Update Accounts (Windows)
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  Macy's Credit Card (Amex) keeps reporting "connection issues" over past week

  Closed Slick8791 779 views 33 comments 3 points Most recent by Boatnmaniac July 2025Download, Add/Update Accounts (Windows)
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  Paypal Savings - can transactions be automatically downloaded into Quicken?

  Closed MoniK 54 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Mac)
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  Has the Axos Bank download problem been resolved?

  Answered Closed Jim Bailey 32 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  SEI brokerage accounts NOT updating

  Answered Closed Lee Wunsch 657 views 43 comments 0 points Most recent by Lee Wunsch July 2025Download, Add/Update Accounts (Windows)
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  Need Pool Factor Buckets and Downloads for Mortgage Backed Securities,

  Reviewed Gary587 22 views 1 comment 1 point Most recent by Gary587 July 2025Investments
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  I am adding a vehicle and loan account; what category do I use for the downpayment? [Edited]

  Answered Closed Terry125 33 views 2 comments 0 points Most recent by [Deleted User] June 2025Paying Bills, Online Billers & Reminders (Windows)
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  Brokerage Cash Management Account

  Closed JDaily 61 views 6 comments 0 points Most recent by [Deleted User] June 2025Download, Add/Update Accounts (Windows)
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  Venmo timeouts

  Closed AZCoder1959 31 views 2 comments 0 points Most recent by AZCoder1959 June 2025Download, Add/Update Accounts (Mac)
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  Why are my Fidelity accounts not updating accurately?

  Answered Closed JoRI 51 views 1 comment 0 points Most recent by Quicken Jasmine June 2025Errors and Troubleshooting (Mac)
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  Closing Investment Account - zero holdings but account still shows value

  Closed LevinDP 115 views 5 comments 0 points Most recent by Jim_Harman June 2025Investing (Windows)
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  Can we request that support for a bank be added?

  Answered Closed loneieagle 12 views 2 comments 0 points Most recent by NotACPA June 2025Download, Add/Update Accounts (Windows)
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  More Venmo/Synchrony Credit Card Issues

  Closed kasen 84 views 3 comments 0 points Most recent by Quicken Kristina June 2025Download, Add/Update Accounts (Windows)
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  Flag accounts that are out of balance

  Reviewed tbalek 11 views 0 comments 1 point Started by tbalek June 2025 Manage Accounts and Transactions