Accounts

Discussion List

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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. 64 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 33 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 24 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@ 32 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 33 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 463 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 832 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 56 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 34 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 668 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 25 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 34 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 66 views 6 comments 0 points Most recent by [Deleted User] June 2025Download, Add/Update Accounts (Windows)
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  Venmo timeouts

  Closed AZCoder1959 33 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 119 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 11 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 88 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 12 views 0 comments 1 point Started by tbalek June 2025 Manage Accounts and Transactions
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  Recently Unable to Update CIBC accounts, had been working fine previously

  Answered Closed Richard Roberts 32 views 3 comments 0 points Most recent by Richard Roberts June 2025Download, Add/Update Accounts (Windows)
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  Etrade vs RSU transactions

  Closed doucette 247 views 6 comments 0 points Most recent by doucette June 2025Download, Add/Update Accounts (Windows)
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  How is "Amount Income" calculated in Investing page ?

  Answered Closed BeeGeeWeeGee 1 view 3 comments 0 points Most recent by Chris_QPW June 2025Investing (Windows)
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  Can't Download a UBS Financial Services Investment Account

  Answered ✓ Closed MLB56 77 views 4 comments 0 points Most recent by MLB56 June 2025Download, Add/Update Accounts (Windows)
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  Are there still connection issues with Vanguard

  Closed QwikOne 499 views 25 comments 1 point Most recent by jwmerline June 2025Errors and Troubleshooting (Windows)
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  Venmo 2FA challenge every OSU after experiencing CC-800 issues

  Closed Dave1234 54 views 5 comments 0 points Most recent by Dave1234 June 2025Download, Add/Update Accounts (Windows)
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  CC-800 on most accounts

  Closed Dave1234 926 views 47 comments 2 points Most recent by Dave1234 June 2025Errors and Troubleshooting (Windows)