Accounts

Discussion List

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  NYSaves 529 Online Account Setup FINALLY Working In Quicken!

  Closed Misterbill 257 views 4 comments 0 points Most recent by Quicken Anja January 23Download, Add/Update Accounts (Windows)
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  Column sizing issue

  Closed David15 46 views 4 comments 0 points Most recent by Quicken Anja January 23Registers & Transactions (Windows)
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  RESOLVED 1/22/26 Multiple Banks - OFX (Direct Connect) connection issues (delayed)

  Quicken Janean 2.2K views 5 comments 1 point Most recent by Quicken Anja January 22Alerts, Online Banking & Known Product Issues
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  Stifel Wealth Tracker and cc-501 error adding account

  Closed comet1972 34 views 1 comment 1 point Most recent by Quicken Alyssa January 22Download, Add/Update Accounts (Windows)
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  Sub-Accounts for Retirement

  Closed Cyrano 145 views 11 comments 0 points Most recent by Jon January 20Investing (Mac)
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  Stay on top of monthly bills card and "what's left"

  Answered Closed Michael Rosen 58 views 4 comments 0 points Most recent by Michael Rosen January 19Download, Add/Update Accounts (Windows)
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  Costco Citi card - downloading transactions

  Closed goodswak 80 views 5 comments 0 points Most recent by Quicken Alyssa January 18Errors and Troubleshooting (Windows)
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  Account update

  Closed cstuart 48 views 2 comments 0 points Most recent by Quicken Kristina January 18Download, Add/Update Accounts (Windows)
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  Merrill Lynch LMA link no longer working - wants to create a new LMA credit card account.

  Closed MG99 18 views 3 comments 0 points Most recent by Quicken Kristina January 18Errors and Troubleshooting (Windows)
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  AMEX - one account won't reconcile

  Closed gigaboy 76 views 6 comments 0 points Most recent by Quicken Kristina January 17Registers & Transactions (Windows)
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  Security price stopped updating... Fidelity

  Closed Tony Luers 44 views 2 comments 0 points Most recent by Quicken Anja January 17Download, Add/Update Accounts (Windows)
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  How to best set up single immediate premium joint annuity

  Answered Closed MollyG 34 views 1 comment 0 points Most recent by NotACPA January 16Investing (Windows)
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  Account balance column and investing register don't match.

  Closed Tony Luers 90 views 8 comments 1 point Most recent by Tony Luers January 16Errors and Troubleshooting (Windows)
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  What does "Set Account based rule" do?

  Closed Mark A 262 views 17 comments 0 points Most recent by Quicken Kristina January 16Registers & Transactions (Windows)
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  Is Quicken online down? Can't add new account

  Answered Closed nhttip 46 views 4 comments 0 points Most recent by Quicken Kristina January 16Errors and Troubleshooting (Windows)
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  One of my Vanguard investment accounts isn't listed when I try to set it up for Direct Connect.

  Closed millersp54 189 views 14 comments 1 point Most recent by kgbraund January 16Download, Add/Update Accounts (Windows)
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  Excluding hidden and separate account from Security Detail View transaction history

  Answered ✓ Ed Mooney 63 views 3 comments 0 points Most recent by Ed Mooney January 16Investing (Windows)
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  Adding an account at Bank of America

  Answered Closed smithome 69 views 3 comments 0 points Most recent by smithome January 15Errors and Troubleshooting (Windows)
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  Linked checking account problems

  Closed es114 77 views 7 comments 0 points Most recent by Quicken Kristina January 13Download, Add/Update Accounts (Windows)
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  Updating Fidelity accounts causes an uneditable "Cash" account to appear

  Closed System 187 views 15 comments 0 points Most recent by vjpereznunez January 13Download, Add/Update Accounts (Mac)
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  I have created multiple Quicken accounts while trying to renew my subscription

  Closed doodad80 41 views 2 comments 0 points Most recent by Quicken Kristina January 11Installing and Updating (Windows)
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  Unable to add new Fidelity Brokerage Account to Quicken

  Answered cminarik_1953 33 views 2 comments 0 points Most recent by cminarik_1953 January 10Download, Add/Update Accounts (Windows)
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  American Express not connecting

  Answered Closed q12mark 24 views 1 comment 0 points Most recent by Quicken Kristina January 9Download, Add/Update Accounts (Mac)
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  Credit union merger, how to balance register

  Closed wolfwoman 13 views 1 comment 0 points Most recent by Jon January 9Errors and Troubleshooting (Windows)
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  Moving entries from accidentally-closed to newly set up account: how long does 41 years take?

  Answered Closed rekabis 31 views 3 comments 0 points Most recent by rekabis January 6Errors and Troubleshooting (Windows)
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  Auto-Entry of downloaded transactions

  Closed rfmoskowitz 83 views 9 comments 0 points Most recent by Quicken Kristina January 6Registers & Transactions (Windows)
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  Why am I missing some Individual Accts in BofA Corporate Acct during Express Connect+ Plus setup?

  Answered Closed koberoi 217 views 7 comments 0 points Most recent by Quicken Kristina January 6Download, Add/Update Accounts (Windows)
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  Adding Fidelity Investments accounts

  Closed Eddie Paz 62 views 3 comments 0 points Most recent by Quicken Anja January 6Download, Add/Update Accounts (Windows)
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  Unable to reconnect Schwab HSA account

  Closed System 573 views 37 comments 0 points Most recent by Quicken Kristina January 5Download, Add/Update Accounts (Mac)