Accounts

Discussion List

• 
  CC-501 when adding Lowes credit card

  Closed System 11 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 114 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 33 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 325 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 108 views 6 comments 0 points Most recent by [Deleted User] August 2025Download, Add/Update Accounts (Windows)
• 
  Checking Account Balance is WRONG

  Answered Closed Steph772001 219 views 5 comments 0 points Most recent by ns303 August 2025Errors and Troubleshooting (Windows)
• 
  Fidelity Download Broken - Win 11

  Answered Closed DonBig 52 views 2 comments 0 points Most recent by DonBig August 2025Download, Add/Update Accounts (Windows)
• 
  Citi still reporting issue

  Answered Closed EmKay 104 views 2 comments 0 points Most recent by UKR August 2025Download, Add/Update Accounts (Windows)
• 
  costco citi cc and quicken deluxe issues

  Closed RickP58 85 views 1 comment 0 points Most recent by UKR August 2025Errors and Troubleshooting (Windows)
• 
  Fidelity link not working

  Answered Closed Terry Tevis 292 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Mac)
• 
  AMEX data download in Quicken Home & Business Canada

  Closed MurrayP 84 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 131 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 49 views 1 comment 1 point Most recent by NotACPA August 2025Manage Accounts and Transactions
• 
  Setup Download for checking accounts

  Closed nstevens 21 views 1 comment 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Windows)
• 
  Why do I keep getting the below cloud sync error

  Answered Closed dumb bunny 53 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Return of Capital does not adjust cost basis

  Closed elmo 56 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Investing (Mac)
• 
  Update not downloading transactions

  Closed cspeidell 72 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 11 views 1 comment 2 points Most recent by UKR August 2025Display/UI
• 
  Quicken syncing

  Closed kimmoen99 75 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
• 
  Trouble connecting to Mission Federal Credit Union - error CC-502

  Closed jcauldren 46 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)
• 
  ebill service provider changing?

  Answered Closed Larry Huffman 81 views 2 comments 0 points Most recent by Larry Huffman July 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  credit showing as debit in income file

  Answered Closed buymilk 17 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
• 
  New T-bill hides downloaded transactions

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

  Answered ✓ Closed dennis.f.warren 247 views 11 comments 0 points Most recent by Boatnmaniac July 2025Investing (Windows)
• 
  "Lock this report" does not work

  Closed Jeffrey Jones 130 views 8 comments 0 points Most recent by Jeffrey Jones July 2025Reports (Windows)
• 
  How can I fix a connection problem with the SoFi website?

  Answered Closed tjbuki 77 views 6 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Windows)
• 
  one step update stopped working July 2025

  Closed D Baxter 126 views 5 comments -1 point Most recent by NotACPA July 2025Download, Add/Update Accounts (Windows)
• 
  How to create a account balances report for both tax and tax deferred investments.

  Answered Closed Jonathan 96 views 8 comments 0 points Most recent by [Deleted User] July 2025Reports (Windows)