Accounts

Discussion List

• 
  New T-bill hides downloaded transactions

  Closed EvDob 129 views 9 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
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  How to record a Roth IRA rollover to another Roth IRA

  Answered ✓ Closed dennis.f.warren 241 views 11 comments 0 points Most recent by Boatnmaniac July 2025Investing (Windows)
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  "Lock this report" does not work

  Closed Jeffrey Jones 128 views 8 comments 0 points Most recent by Jeffrey Jones July 2025Reports (Windows)
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  How can I fix a connection problem with the SoFi website?

  Answered Closed tjbuki 75 views 6 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  one step update stopped working July 2025

  Closed D Baxter 129 views 5 comments -1 point Most recent by NotACPA July 2025Download, Add/Update Accounts (Windows)
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  How to create a account balances report for both tax and tax deferred investments.

  Answered Closed Jonathan 95 views 8 comments 0 points Most recent by [Deleted User] July 2025Reports (Windows)
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  Why won't a newly added bank account update?

  Answered Closed Gary LeMann 48 views 3 comments 0 points Most recent by Quicken Anja July 2025Download, Add/Update Accounts (Windows)
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  How to add Cash from Safe?

  Answered Closed connums 51 views 3 comments 0 points Most recent by nmestanas July 2025Download, Add/Update Accounts (Windows)
• 
  Merrill Lynch duplicate CDs and connection fails

  Closed System 39 views 3 comments 0 points Most recent by rakeshg July 2025Download, Add/Update Accounts (Mac)
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  How do I close out an account?

  Closed System 22 views 4 comments 0 points Most recent by Boatnmaniac July 2025Download, Add/Update Accounts (Windows)
• 
  Every. Single. Time.

  Closed terrilackey 122 views 4 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Mac)
• 
  Quicken bill pay problem with Truist

  Answered Closed lwv 153 views 7 comments 1 point Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
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  Merrill Account - Cash Reconciliation

  Closed Michael Manna 107 views 7 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Mac)
• 
  EWC+ Disconnect

  Closed denmarfl 95 views 8 comments 0 points Most recent by denmarfl July 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity Investments downloads

  Closed Gary 23 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  Issues with PNC Bank and others

  Closed System 11 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  Chronic TD Bank Download Issues No Error Number Shown

  Closed JPW 78 views 8 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  Market Value In Portfolio Tab And Sidebar Value Does Not Match

  Closed Scott21 49 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Registers & Transactions (Mac)
• 
  Merrill Lynch Account with new connection values incorrect

  Closed gary_n63 234 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Mac)
• 
  New Quicken Authorization For ML and Bank of America accounts created double accounts

  Answered ✓ Closed Dennis Freeman 268 views 3 comments 0 points Most recent by Dennis Freeman July 2025Download, Add/Update Accounts (Windows)
• 
  Projected balance in checking no longer shows full statement balance of upcoming bills (Q Mac)

  Answered Closed mjgolden 46 views 3 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Mac)
• 
  Unable to Download Vanguard Updates – Error Code 16603

  Closed xcurt 193 views 10 comments 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Mac)
• 
  Will importing a 2014 file mess up my current Quicken Classic data?

  Answered ✓ Closed sd_mark 285 views 11 comments 0 points Most recent by Quicken Jasmine July 2025File Conversion and Backup (Windows)
• 
  how do i enter a cd

  Closed scr2302 58 views 2 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  One-step updates require re linking accounts at random for no reason

  Answered Closed bnwbass 25 views 2 comments 0 points Most recent by RalphC July 2025Errors and Troubleshooting (Windows)
• 
  FDP-103 Error - PayPal Savings and PayPal Credit

  Closed Rickd83 59 views 5 comments 0 points Most recent by JoeyMaggard July 2025Download, Add/Update Accounts (Mac)
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  Customize Tool Bar option to include transfer between accounts [Edited]

  Reviewed BN2Wild 24 views 1 comment 1 point Most recent by UKR July 2025Display/UI
• 
  How do I separate some of my accounts into a new separate data file?

  Answered Closed jmlc 98 views 2 comments 0 points Most recent by jacobs July 2025File Conversion and Backup (Mac)
• 
  changing banks

  Closed nstevens 68 views 4 comments 0 points Most recent by [Deleted User] July 2025Paying Bills, Online Billers & Reminders (Windows)